Adding 'If Agent' to the Rule Builder

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Jon Collis

19 May 2010 10:48

Can you consider adding a if broker the rule builder to add extra flexibility to the system. We would like this feature so we can issue different documents for different brokers but it could also be used for the following:-

- Auto Referring a certain broker (maybe new broker so you can check they are using the system correctly
- Add different fees to different brokers
- Adding specific endorsements to an individual broker, for example if a broker has a book of business for a cleaning contract then you could have an endorsement for power cleaning just for that broker

The list is endless but would be a great addition to the rule builder.

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  John Levett 14 August 2011 10:32

  Hi Jon

  This is a rule that I have seen big potential with in our scheme too. Many thanks 

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  Mark Williams 30 December 2011 00:41

  We could really do with this too. As well as rule builder we would like this available to documents and the matrix.

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  Natalie Williams 10 January 2012 14:05

  This would be extremely helpful for us not just in rules but if we could refer to this in the Documents.

  Reason being, the Master User seems to have Broker rules applied to it, so if there is a default broker commission it applies to the Master User, except there are no settings for us to override this for the Master User.  So there is nothing that differentiates the Master user from normal Brokers.  This would help us a lot and be a good work around for a few issues we have come up against. 

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  Permanently deleted user 10 January 2012 17:07

  This would be a great benifit to us too

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  Adam Bishop 26 April 2012 18:00

  We've been listening! This feature is currently in testing on our BETA site and will be available on LABS in the next few days.

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  John Levett 19 June 2012 10:33

  Hi Adam - As a non-labs user is this lilkey to be in live soon? 

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  Adam Bishop 19 June 2012 11:11

  Very.  We are now in the final stages of testing for the next public production release of SchemeServe, which is in fact more up-to-date than Labs.  We will very shortly be releasing the next SchemeServe, which includes this feature. 

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  Adam Bishop 05 July 2012 11:12

  I'm pleased to say this long awaited feature has made it to Beta today!

  

  Let us know what you think!

  (This is planned also for Labs next week).

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  Natalie Williams 11 August 2012 15:37

  I can't see this on Labs yet.  Has this feature been delayed ?

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