Just Mortgages News
Just an update Monday 8th December. This week's headlines: Smartr365 December Release Every month, Smartr365 release improvements and other changes to the system. Here is a summary: Search by Policy Reference Number on the Cases Page
Email Replies Now Logged in Adviser Portal History
We have introduced a new enhancement that allows advisers to search for Protection cases using the policy reference number directly from the Cases page.
We have released a fix to ensure that client email replies are correctly captured and displayed in the Adviser Portal.
Advisers can now enter a policy reference number into the search bar and immediately see the relevant case in the results.
Email replies from clients will now appear automatically in the History tab, ensuring advisers always have a complete and up to date view of their client interactions.