đ Collated Document Upload Notifications
Weâve improved the document upload notification experience.
Now, when a client uploads multiple documents, the adviser will receive a single, consolidated notification rather than one per file. This reduces notification overload and makes it easier for advisers to stay focused on what matters.
đď¸ Notifications: Clear All & Individual Deletion
Managing your notifications is now much simpler.
You can now:
Clear all notifications with one click
Delete individual notifications as needed
This helps you keep your Smartr workspace tidy, especially when working with multiple clients and shared cases.
đ Search Bar for Case Filter Dropdowns
Weâve added search functionality to the following filter dropdowns in the Cases view:
Adviser filter
Introducer filter
Statuses filter
â
This makes it quicker and easier to find the specific filter value you needâno more scrolling through long lists.
đ Applicant Address Now Shown on Protection & Home Insurance Leads
To improve data visibility, the applicant address is now included when a Protection Lead or Home Insurance Lead is converted into a case.
When viewing the Fact Find â Address History section, you will now see:
Applicant 1âs full address (Line 1, 2, 3, Postcode)
Applicant 2âs full address if it is a joint case.
This ensures advisers and administrators have full address details available during the protection or insurance journey.
đˇ Smart Currency Exchange: Adviser Notification Enhancement
Weâve enhanced the Smart Currency Exchange integration in the Client Portal.
Now, when a client answers âYesâ to the question âIs any part of the deposit not currently in GBP (ÂŁ)?â, the adviser will automatically receive a notification.
This ensures advisers can take the appropriate next steps promptly.
Feel free to reach out if you have any queries on the above
Thanks/Team Smartr365