New: Customisable Column Manager for Cases Table
Summary:
Users can now personalise their view of the Cases Table using a new Column Manager, offering more control over visible data and saved preferences.
Key Features:
Access via the kebab menu (⋮) > Manage Columns
Opens a sidedrawer from the right
Includes a searchable list of available columns
Select or deselect columns, then click “Apply” to update the table
Option to “Reset to Defaults” (Name, Email, Phone, Introducer, Total Written, Applications, Status)
Changes are only applied on clicking “Apply”
Supports horizontal scrolling when many columns are selected
Selections persist between sessions when “Remember Filters” is enabled
Name Change Date Capture – Personal Details Section
Summary:
Enhanced the Smartr365 Fact Find workflow to capture and validate applicant name change dates when applicable. This change improves data accuracy and consistency across Smartr365 platforms.
Details:
New Functionality:
When an adviser or client selects ‘Yes’ to ‘Has the applicant been known by any other name?’, an additional field will appear prompting for the ‘Please enter name change date’.
Validation Rules:
The entered date must be a valid calendar date.
The date must not be in the future.
If the response is changed from ‘Yes’ to ‘No’, the previously entered name change date will be cleared.
Impacted Components:
Adviser Portal – Field added and validated in the Personal Details section.
Client Portal – Matching change to maintain consistent data entry.
Fact Find PDF – Updated to display the name change date (if applicable).
Adviser PDF – Now includes the captured name change date.
New Expenditure Field – Adult Dependents
Summary:
A new "Adult Dependents" field has been added to the Expenditure section across Smartr365 platforms to enable better financial profiling where clients support adult dependents.
1. Adviser & Client Portal Update:
When users navigate to Outgoings > Add Expenditure, a new text input field labeled "Adult Dependents" is now available.
2. Platforms Affected:
Adviser Portal
Client Portal
Adviser PDF
Council Tax Field Update – Label, Logic & Guidance Enhancements
Summary:
We have improved the handling of Council Tax input within the Smartr365 fact find to ensure better clarity, consistency, and data compatibility across the platform.
1. Field Label Change:
Old Label: "Annual Council Tax"
New Label: "Council Tax"
This label update is reflected consistently across the:
Adviser Portal
Client Portal
Fact Find PDF
2. Field Guidance Added (Adviser Portal):
When viewing the Council Tax field under Expenditure, users will now see the following guidance text displayed beneath the field:
"This field represents Council Tax paid where the client is renting. If Council Tax relates to a mortgage or renting situation, enter it under the Mortgages or Expenditure section."
The original acceptance criteria related to tooltip payment plan explanations has been superseded by this new guidance approach.
3. Data Migration and Default Frequency Logic:
All historical data in the previous “Annual Council Tax” field has been migrated to the new “Council Tax (Renting)” field.
The values have been converted from annual to monthly format by dividing by 12.
4. Compatibility Backfill Logic:
To support legacy dependencies, any new monthly Council Tax values entered into the new field will be:
Multiplied by 12,
And automatically backfilled into the old “Annual Council Tax” field.
Enhanced Workflow Configuration – Expanded Mandatory Field Options
Summary:
We've extended the "Create Your Workflow" functionality, enabling users to mark additional fields as mandatory within the mortgage fact find journey. This update improves data quality by giving firms more control over required information collection.
1. New Fields Added to “Select Fields to be Validated” Dropdown:
Address History
Advisers can now enforce address history capture through workflow validation.
Current Employment (Employed/Self-Employed)
Start date for employment
Employment Type
Employment Basis
Occupation Sector
Job Title
Gross Annual Salary
Total Net Monthly Income
Employment Change Anticipation
"Does the applicant anticipate their employment changing in the near future?" – Yes/No
Marketing Preferences
Can now be made mandatory.
Validation Rule:
If made mandatory, all four preferences (Email, Text Message, Phone, Mail) must be selected.
Standard validation message:
"Please complete the marketing preferences for each client."
Mortgage Information
Buyer Type – First Time Buyer / Purchase
Purchase Price & Deposit – must follow the deposit rule
How was the advice given? – now enforceable via workflow
Personal Details
Country of Birth
Gender
Marital Status
Nationality
Title
Will the applicant be resident in the UK for tax purposes when the mortgage is completed? – Yes/No
First Time Buyer / Purchase
"Has the applicant had an offer accepted on a property?" – Yes/No
2. Validation Behaviour:
When any of these fields are selected in the Create Your Workflow > “Select Fields to be Validated” configuration:
They will become mandatory to complete before submission.
Standard error messages will guide advisers if data is missing.
3. Field Label Updates in “Select Fields to be Validated” Dropdown List:
Old: “Has advice been conducted Face to Face”
New: “Mortgage | How was the advice given?”
Old: “Retirement Age”
New: “Future Income | Anticipated Retirement Age”
Credit Report Consent for Existing Clients (Experian)
Summary:
Advisers with an Experian subscription can now request credit report consent from existing clients directly via the Credit History page.
Key Details:
New “Request Credit Search Consent” / “Resend Consent Request” button shown per client.
Feature is controlled via feature switch (ExperianCreditReportConsent) and only available to users with an Experian subscription.
Sends a branded, GDPR-compliant email to the client requesting consent.
Once consent is given:
Button changes to “Run Credit Search”
Clicking it starts the Experian credit report journey.
Declines and expired links are handled with clear browser confirmations.
Consent links are valid for 30 days.
Feel free to reach out if you have any queries on the above
Thanks/Team Smartr365