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We've started work on the SmartSearch integration. Will keep you posted with updates on this.
Development is progressing nicely. We're just exploring creating a "checks" area against a client record that will be used as a universal way of showing what background checks you've run along with all supporting documents / uploads. Shouldn't be long now!
@gareth_at_plannr - sounds great! Will the 'checks' area show PASS, FAIL, any notes etc from the search?
@stuartboyle Absolutely! Definitely worth checking today's community call catch-up as I explain what we're building in more detail. https://community.plannrcrm.com/c/event/bi-weekly-development-update-b4a3a5
Not to upset the applecart but it would be amazing if, given SmartSearch does ongoing monitoring for us, the integration could include Plannr flagging up any new alerts, and potentially flag that we need to do a new SmartSearch when we/the client update certain personal details like name/address? Apologies if this is already in the mix, I'm new here!