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creat an activity record when sending emails to custom email addresses2 votes 0 comments
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Is there a way to stop reports being ordered by Scheme ?1 vote 1 comment
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Put Schemes into Groups for Broker Access3 votes 2 comments
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Message Centre3 votes 5 comments
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Additional setting for shared schemes (hide on host site but active on shared site) Completed5 votes 3 comments
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Renew Button0 votes 1 comment
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what is the field used to pull in the username in the matrix?0 votes 1 comment
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IF statements in Reports0 votes 2 comments
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Are you looking for someone to share your schemes with?1 vote 0 comments
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How do I use the Formula Sandbox?1 vote 8 comments
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How can I add some existing formula fields to my report ?0 votes 2 comments
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Prevent or Warn user if they are changing a date if there is a later policy6 votes 2 comments
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Email Template1 vote 2 comments
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Improved Diary Completed2 votes 4 comments
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Password Strength Indicator - At Account Creation3 votes 1 comment
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How do I check the agent in the matrix?1 vote 8 comments
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Refer fields in E Mails generated by Rule Builder3 votes 0 comments
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Using Email Rules0 votes 3 comments
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Email "from" address on shared sites when using the main site3 votes 1 comment
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"Risk Group" needed as a report condition1 vote 2 comments
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Total Commission from Insurer to be added to case matrix2 votes 1 comment
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We need a Cancel button next to the MTA button on the system Completed8 votes 13 comments
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Headers and Footers in documents0 votes 1 comment
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Exposure / Current Risks Report3 votes 3 comments
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is it possible to get a report of all users for all agents?0 votes 3 comments
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Limits based off questions3 votes 1 comment
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Switching Agent for an existing Case3 votes 8 comments
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