SchemeServe Feature Requests – Obsessive Support

Your ideas and requests for new features.

Clicking on Next during 'get a quote' should go to the top of the next page Completed
- Natalie Williams
- 07 October 2011 09:09
7 votes 6 comments
Refer Filter in Reports Completed
- John Levett
- 21 September 2011 12:10
3 votes 3 comments
Telephone Number Validation
- John Levett
- 06 September 2011 11:43
2 votes 0 comments
Be able to select Creating date field plus others for Transaction reports. Completed
- Peter Crowhurst OLD
- 01 September 2011 10:22
1 vote 4 comments
Change the order for postcode lookup Completed
- John Levett
- 31 August 2011 20:35
1 vote 3 comments
User Defined SMTP Server Not planned
- John Levett
- 31 August 2011 09:56
1 vote 3 comments
Auto NTU - Change base date used
- Colin Kippin
- 31 August 2011 08:21
1 vote 0 comments
Change the Bad Postcode so that it will automatically refers a quote with that postcode
- Jon Collis
- 23 August 2011 14:17
1 vote 0 comments
Change the 1 policy was found to have this client's postcode flag
- John Levett
- 20 August 2011 16:23
1 vote 0 comments
Option to require at least one entry in a table question Completed
- Mark Williams
- 15 August 2011 14:03
4 votes 2 comments
allow insureds to download PDF's files from question set. Completed
- John Levett
- 04 August 2011 12:10
0 votes 2 comments
Extend Notes to allow the emailing of insurers.
- Mark Williams
- 13 July 2011 10:11
3 votes 1 comment
Ability to issue documents after the renewal
- John Levett
- 04 July 2011 08:27
0 votes 0 comments
Allow reporting on multi field questions Completed
- John Levett
- 30 June 2011 12:56
1 vote 0 comments
Checkbox - Option to link static documents Completed
- John Levett
- 21 June 2011 08:21
0 votes 1 comment
Amendment to Alerts
- Kate Huét
- 07 June 2011 11:53
1 vote 1 comment
Having further filters or folder options within the Reports Completed
- Kevin Ellis
- 26 May 2011 15:25
3 votes 5 comments
CSV Uploader / Importer Completed
- John Levett
- 26 May 2011 14:11
8 votes 2 comments
Be able to put card REFUNDS through via schemeserve Completed
- Julie Hopkins
- 05 May 2011 13:33
3 votes 2 comments
Separate rating matrix for renewals Completed
- Mark Williams
- 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
- 13 April 2011 10:47
0 votes 2 comments
Add Multiple Way a Broker can pay Completed
- Jon Collis
- 06 April 2011 07:44
1 vote 4 comments
New rule to get aggregate cover value for a postcode area
- Adam Bishop
- 29 March 2011 10:08
1 vote 0 comments
Add Premium Finance to SchemeServe Planned
- Jon Collis
- 21 March 2011 10:33
15 votes 24 comments
Allow inclusion of system Client fields in Questions set Completed
- Adam Bishop
- 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
- 19 January 2011 12:00
1 vote 2 comments
Reports - Change Order of Display Completed
- Colin Kippin
- 19 January 2011 11:57
1 vote 1 comment
Schemes - Ability to change Order of Display /Group
- Colin Kippin
- 19 January 2011 11:53
1 vote 0 comments
Allow Brokers/Clients to re-quote from the quote display screen. Completed
- Mark Williams
- 12 January 2011 10:00
3 votes 4 comments
Limit Insurers per risk group instead of per scheme
- Mark Williams
- 20 December 2010 17:29
0 votes 1 comment

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