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  • Be able to put card REFUNDS through via schemeserve Completed
    • Julie Hopkins
    • Created 05 May 2011 13:33
    3 votes 2 comments
  • Separate rating matrix for renewals Completed
    • Mark Williams
    • Created 21 April 2011 14:08
    3 votes 0 comments
  • Have the option to use the old get quote process where client details are asked first Completed
    • Jon Collis
    • Created 13 April 2011 10:47
    0 votes 2 comments
  • Add Multiple Way a Broker can pay Completed
    • Jon Collis
    • Created 06 April 2011 07:44
    1 vote 4 comments
  • New rule to get aggregate cover value for a postcode area
    • Adam Bishop
    • Created 29 March 2011 10:08
    1 vote 0 comments
  • Add Premium Finance to SchemeServe Planned
    • Jon Collis
    • Created 21 March 2011 10:33
    15 votes 24 comments
  • Possibility of reversing the order of the History drop down box
    • Kevin Ellis
    • Created 28 February 2011 10:13
    0 votes 1 comment
  • Allow inclusion of system Client fields in Questions set Completed
    • Adam Bishop
    • Created 11 February 2011 09:51
    4 votes 4 comments
  • Disallow case deletion if claim records exist or any record is On Cover Completed
    • Colin Kippin
    • Created 19 January 2011 12:00
    1 vote 2 comments
  • Reports - Change Order of Display Completed
    • Colin Kippin
    • Created 19 January 2011 11:57
    1 vote 1 comment
  • Schemes - Ability to change Order of Display /Group
    • Colin Kippin
    • Created 19 January 2011 11:53
    1 vote 0 comments
  • Allow Brokers/Clients to re-quote from the quote display screen. Completed
    • Mark Williams
    • Created 12 January 2011 10:00
    3 votes 4 comments
  • Limit Insurers per risk group instead of per scheme
    • Mark Williams
    • Created 20 December 2010 17:29
    0 votes 1 comment
  • Reports Editor - remove default system column RecordId
    • Jackie Burns
    • Created 01 November 2010 12:06
    2 votes 1 comment
  • Blanket Move to "status"
    • John Levett
    • Created 28 October 2010 15:17
    0 votes 0 comments
  • Free type on E Mails stored as notes Completed
    • Edmund Roeder
    • Created 18 October 2010 08:34
    3 votes 2 comments
  • Re-run scripts for rules on "Save Changes" Completed
    • John Levett
    • Created 25 September 2010 10:27
    1 vote 2 comments
  • Inserting Claim Types by Scheme Completed
    • Kate Huét
    • Created 17 September 2010 14:57
    1 vote 1 comment
  • Automatic Typesetting for Important Data (address, Postcode, Company Name etc.) Completed
    • John Levett
    • Created 15 September 2010 08:47
    0 votes 1 comment
  • Managing a brokers scheme access. Completed
    • Kate Huét
    • Created 30 July 2010 14:35
    4 votes 3 comments
  • Question Type of 'File' to allow customers to upload PDF or images of the risk. Completed
    • Permanently deleted user
    • Created 21 July 2010 08:49
    5 votes 6 comments
  • Reports editor allowing creation of reports with custom columns Completed
    • Adam Bishop
    • Created 01 July 2010 12:41
    2 votes 1 comment
  • 'Review Expired Quote' feature for Direct clients Completed
    • Adam Bishop
    • Created 25 June 2010 15:13
    1 vote 0 comments
  • Record introducer reference when brokers are created Completed
    • Adam Bishop
    • Created 24 June 2010 10:32
    0 votes 1 comment
  • How can I give a client my commission?
    • Adam Bishop
    • Created 22 June 2010 12:34
    0 votes 1 comment
  • How can I copy documents between schemes?
    • Adam Bishop
    • Created 22 June 2010 12:27
    0 votes 1 comment
  • Add 'More Info' Status List Completed
    • Jon Collis
    • Created 10 June 2010 14:54
    5 votes 7 comments
  • TOBA per scheme (Terms of Business) Completed
    • Adam Bishop
    • Created 07 June 2010 15:06
    1 vote 1 comment
  • Show special referral message Completed
    • Julie Hopkins
    • Created 27 May 2010 16:09
    1 vote 3 comments
  • Admin - Website - Enlarge working area for editing Completed
    • Colin Kippin
    • Created 25 May 2010 11:07
    1 vote 1 comment
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Featured posts

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  • Display question SystemIDs at all times in the Admin > Questions area
  • Developer notes: creating new SchemeServe plugins
  • Click here to find out how to use the plugins...
  • Emails marked as Spam

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