Send email notification when a policy is referred

Completed

20 May 2010 08:11

Add an extra administration feature where an email address can be configured in Admin >> Website to receive any notifications when any case is referred for any scheme.

[Edit: following on from Jon's comment below, I think it wise to make this e-mail field available in Admin >> Schemes, per scheme, rather than in Admin >> Website].

If there is no email address present in this field then we will not send any emails notifications when a policy is referred.

Comments

22 comments

Jon Collis 20 May 2010 10:06

Great idea, it might be worth going a bit further to have different referral email addresses for different schemes, that way it gets to the right person immediately.

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Adam Bishop 21 May 2010 10:33

Thanks Jon, good idea. I've modified the original description to reflect this, moving the box to the Scheme Editor.

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Mark Williams 28 October 2010 15:07

This would be a great benefit to us.

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Adam Bishop 10 February 2011 07:36

There is now a way to do this in SchemeServe. In the Rules Builder, when creating a rule with a Refer action (on the right), if you also create an action to Send Email, you can email the same referral reason to any email address of your choice. Just enter the email address in the first box and the message you'd like to send in the second box (we recommend this includes the text from the referral rule).

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Colin Kippin 10 February 2011 09:31

We have now added an article for this to the Help Guide

http://wiki.schemeserve.com/index.php?title=How_to_email_your_staff_on_refer

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Mark Williams 12 April 2011 04:58

Will this send an email per referral or save them all up and send one email for all? It would be more useful to send one email at the end as there may be a number of referrals.

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Jon Collis 03 June 2011 15:46

Adam, will this get updated at some point as currently if you use the referral in the rule builder, when the email gets sent through to the user it doesn't give any client record details, it only shows the message so we can't trace the client.

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Adam Bishop 03 June 2011 15:49

Thanks for your suggestion, we'll give it some thought and see what we can do in the future.

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Mark Williams 28 October 2011 09:37

Have you got any further with this one yet?

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Colin Kippin 28 October 2011 09:40

Nothing further at present but we do need the Case number to be shown in the email that is generated

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Mark Williams 13 February 2012 16:49

This ticked has been marked as done but I can't see that it is. I have been trying to send an email from a rule but all that gets sent is the text that I enter. There is no case number attached and it does not seem possible to include dynamic fields.

Please let me know how this works.

If I should be raising this elsewhere please let me know.

Best regards,

Mark

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Mark Williams 02 March 2012 13:28

Colin, should I raise a separate ticket for this? I would just like to see the case number on emails.

Cheers

Mark

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Mark Williams 19 March 2012 17:27

Is there any progress with this? It is marked as done but I can't see that the case number is included on the emails.

I look forward to hearing from someone.

Best regards,

Mark

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Adam Bishop 07 April 2012 07:10

Sorry you've not heard from us for so long on this one. I've updated this from Done to Planned since without the Case ID in the email this is not great. This is due to be worked on soon now.

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Natalie Williams 10 May 2012 10:35

Hi Adam

Just trying to catch up on this one now. To confirm, is it planned to send an email when a case is referred as well as including the case number?

Do you know if this is going to make the big release ?

Thanks

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Adam Bishop 10 May 2012 17:44

Hi Natalie,

Unfortunately no, this will not be in this release SchemeServe Crimson but will certainly be in the next release after that.

Best wishes,

Adam

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Natalie Williams 30 October 2012 15:49

Hi Adam

I was about to raise a feature request to send an email to the main user when a case goes on Cover (possibly by adding an extra option on scheme set up similar to the (E-mail user(s) when a new quotation/policy is created" check box), however, if emails sent via rules are to include the case number this could be done by Rule...

So, was that the plan for this feature request or should I still raise a new feature request?

Thank you

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Adam Bishop 30 October 2012 15:58

Yes that's the plan: ability to put custom fields in the Email rule in the rule builder.

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Natalie Williams 30 October 2012 17:00

Perfect !!!!!

Roll on Amber :-)

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Richard Thorne 08 January 2013 14:45

This would be beneficial to us.

Is this going to be in the next release?

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Adam Bishop 08 January 2013 15:00

Yes.

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Adam Bishop 22 May 2013 14:44

This feature is now available for all sites.

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