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SchemeServe Answers

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  • How do I check the agent in the matrix?
    • Daniel Beardwell
    • 30 October 2013 10:56
    1 vote 8 comments
  • Using Email Rules
    • Richard Thorne
    • 25 October 2013 10:24
    0 votes 3 comments
  • Can different versions of the Quotation Summary Document be made for NB, MTA's & Renewal
    • Jon Collis
    • 17 September 2013 19:05
    1 vote 7 comments
  • Headers and Footers in documents
    • Teresa Manguzi
    • 16 September 2013 11:18
    0 votes 1 comment
  • is it possible to get a report of all users for all agents?
    • Richard Thorne
    • 09 September 2013 10:49
    0 votes 3 comments
  • Editing report / bordereaux - one case, three insurers
    • Richard Howes
    • 22 August 2013 10:10
    0 votes 2 comments
  • Referral Report
    • Richard Thorne
    • 19 July 2013 16:30
    4 votes 2 comments
  • Accessing SchemeServe API
    • Permanently deleted user
    • 12 July 2013 10:50
    0 votes 2 comments
  • Is it possible to link two questions together in a report
    • Jon Collis
    • 11 July 2013 19:25
    4 votes 1 comment
  • Is there a way to use IF New Business or IF Renewal in the Matrix
    • Jon Collis
    • 09 July 2013 08:09
    4 votes 4 comments
  • API
    • James Hutchison
    • 02 July 2013 11:35
    0 votes 2 comments
  • system down
    • Permanently deleted user
    • 27 June 2013 14:27
    3 votes 32 comments
  • hiding the cases page for users and not admin
    • kevin upson
    • 20 June 2013 11:14
    4 votes 3 comments
  • How do a referral based on a Date from a Table Question in the rule builder
    • Jon Collis
    • 13 June 2013 07:35
    0 votes 1 comment
  • PDF documents now need to be edited to be viewed
    • Natalie Williams
    • 12 June 2013 11:31
    4 votes 2 comments
  • Hidden Calculation Field Showing 0
    • Teresa Manguzi
    • 05 June 2013 15:06
    0 votes 1 comment
  • Is it possible to show an additional field when 'no lookup response' from DVLA Lookup?
    • Richard Thorne
    • 13 May 2013 10:04
    0 votes 2 comments
  • How does the refund button work?
    • Edward Hampton
    • 19 April 2013 15:21
    0 votes 2 comments
  • I have an issue with a quote - 1589586
    • Tom Whearity
    • 17 April 2013 13:49
    0 votes 0 comments
  • If I remove an insurer in the scheme editor will it wipe out all the information
    • Jon Collis
    • 21 March 2013 12:34
    4 votes 1 comment
  • Set an Excess from a lookup file
    • Jon Collis
    • 18 March 2013 20:33
    4 votes 1 comment
  • Getting set up for Direct Debit
    • John Levett
    • 14 March 2013 16:10
    0 votes 5 comments
  • is it possible to do calculations within documents?
    • Richard Thorne
    • 14 March 2013 14:51
    0 votes 0 comments
  • Is it possible to hide tables within documents even if they contain data?
    • Richard Thorne
    • 11 March 2013 15:15
    0 votes 5 comments
  • Can I put multiple endorsements numbers in a file lookup
    • Jon Collis
    • 07 February 2013 12:16
    4 votes 3 comments
  • Agents set up to receive emails by default
    • Natalie Williams
    • 22 November 2012 17:36
    4 votes 1 comment
  • Creating Commission Chains
    • Nick Kellingley
    • 09 November 2012 03:46
    0 votes 1 comment
  • How to create a new Agent without uploading as a CSV file?
    • Nick Kellingley
    • 09 November 2012 03:45
    0 votes 1 comment
  • Can I use an Excess field in an IF statement?
    • Natalie Williams
    • 05 November 2012 14:18
    1 vote 0 comments
  • What causes a policy to become "locked" ?
    • Natalie Williams
    • 19 October 2012 13:51
    0 votes 4 comments
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