Add Client and Add Broker facilities on Broker and Client tabs

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Adam Bishop

20 May 2010 08:04

Suggestion for an Add Client button on the Client tab and and Add Broker button on the Broker tab, allowing both brokers and clients to be added to SchemeServe without following the Get Quote process.

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  Jon Collis 10 February 2011 19:38

  Adam, this one should be in the next release and should replace the current sign up process. It is not right that Joe Bloggs brokers can signup for the system and put something on cover without us knowing

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  Jon Collis 11 April 2011 11:35

  Any more thoughts on this Adam?

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  Adam Bishop 12 April 2011 08:04

  Hi Jon,

  After popular demand we changed the Get Quote and Agent Registration process in our last SchemeServe release.  This has meant that brokers/agents must now be approved before they can trade.

  We hope that in future we can create a version of the Client and Agent registration screens for internal use so they can be accessed without using Get Quote but this has not gone into development.

  We'll keep you posted on this.

  Best wishes,

   

  Adam

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  Mark Williams 17 June 2011 14:30

  An "Add Agent" option would be great as the only way I can see to do this currently is sign up as if I were the agent via "Get a Quote"

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  Mark Williams 09 January 2012 13:19

  Is there any news on this. The problem is that we cannot add a broker without them receiving an email.

   

  Cheers.

   

  Mark

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  Adam Bishop 22 May 2013 14:43

  This feature is now available for all sites.

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