All community posts
New post
Show no status
Sort by newest post
-
Separate the MTA & Renewal functionality6 votes 1 comment
-
Chaining agents should allow the top level agent to see all cases1 vote 2 comments
-
Rename "Re-quote" button2 votes 1 comment
-
Set a referral in the rating matrix0 votes 0 comments
-
Can I set a referral in the rating?1 vote 1 comment
-
Chaining Agents3 votes 4 comments
-
New Status - Referred to Underwriter5 votes 1 comment
-
View and restore deleted cases4 votes 1 comment
-
Ability to add a rate of interest to the direct debit functionality0 votes 0 comments
-
Ability to localise agent records at system level1 vote 0 comments
-
Ability to attach files to agent records0 votes 0 comments
-
creat an activity record when sending emails to custom email addresses2 votes 0 comments
-
Is there a way to stop reports being ordered by Scheme ?1 vote 1 comment
-
Put Schemes into Groups for Broker Access3 votes 2 comments
-
Message Centre3 votes 5 comments
-
Renew Button0 votes 1 comment
-
what is the field used to pull in the username in the matrix?0 votes 1 comment
-
IF statements in Reports0 votes 2 comments
-
Are you looking for someone to share your schemes with?1 vote 0 comments
-
How do I use the Formula Sandbox?1 vote 8 comments
-
How can I add some existing formula fields to my report ?0 votes 2 comments
-
Prevent or Warn user if they are changing a date if there is a later policy6 votes 2 comments
-
Email Template1 vote 2 comments
-
Password Strength Indicator - At Account Creation3 votes 1 comment
-
How do I check the agent in the matrix?1 vote 8 comments
-
Refer fields in E Mails generated by Rule Builder3 votes 0 comments
-
Using Email Rules0 votes 3 comments
-
Email "from" address on shared sites when using the main site3 votes 1 comment
-
"Risk Group" needed as a report condition1 vote 2 comments
Featured posts
- How to hide the Client Details page in the Get Quote process
- CHRISTMAS FUN - Falling Snow Animation (CSS)
- Resumable Get Quote process, save/cache all answers until successful quote completion
- 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