SchemeServe Feature Requests – Obsessive Support

Your ideas and requests for new features.

Reports Editor - remove default system column RecordId
- Jackie Burns
- 01 November 2010 12:06
2 votes 1 comment
Blanket Move to "status"
- John Levett
- 28 October 2010 15:17
0 votes 0 comments
Free type on E Mails stored as notes Completed
- Edmund Roeder
- 18 October 2010 08:34
3 votes 2 comments
Re-run scripts for rules on "Save Changes" Completed
- John Levett
- 25 September 2010 10:27
1 vote 2 comments
Inserting Claim Types by Scheme Completed
- Kate Huét
- 17 September 2010 14:57
1 vote 1 comment
Automatic Typesetting for Important Data (address, Postcode, Company Name etc.) Completed
- John Levett
- 15 September 2010 08:47
0 votes 1 comment
Managing a brokers scheme access. Completed
- Kate Huét
- 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
- 21 July 2010 08:49
5 votes 6 comments
Reports editor allowing creation of reports with custom columns Completed
- Adam Bishop
- 01 July 2010 12:41
2 votes 1 comment
'Review Expired Quote' feature for Direct clients Completed
- Adam Bishop
- 25 June 2010 15:13
1 vote 0 comments
Record introducer reference when brokers are created Completed
- Adam Bishop
- 24 June 2010 10:32
0 votes 1 comment
Add 'More Info' Status List Completed
- Jon Collis
- 10 June 2010 14:54
5 votes 7 comments
TOBA per scheme (Terms of Business) Completed
- Adam Bishop
- 07 June 2010 15:06
1 vote 1 comment
Show special referral message Completed
- Julie Hopkins
- 27 May 2010 16:09
1 vote 3 comments
Admin - Website - Enlarge working area for editing Completed
- Colin Kippin
- 25 May 2010 11:07
1 vote 1 comment
Generate agent/broker account statements in batch Completed
- Adam Bishop
- 21 May 2010 10:11
5 votes 12 comments
Insurer payment management / ledger
- Adam Bishop
- 21 May 2010 10:09
9 votes 0 comments
Aged debt reports for Accounting Completed
- Adam Bishop
- 20 May 2010 08:14
2 votes 5 comments
Send email notification when a policy is referred Completed
- Adam Bishop
- 20 May 2010 08:11
4 votes 22 comments
YearsSince modifier on Date questions in Question Editor
- Adam Bishop
- 20 May 2010 08:09
0 votes 0 comments
Limits in Question Editor to be able to compare questions to questions
- Adam Bishop
- 20 May 2010 08:08
2 votes 1 comment
Restrict Policy Status Dropdown to Administrators Completed
- Adam Bishop
- 20 May 2010 08:06
0 votes 1 comment
Add Client and Add Broker facilities on Broker and Client tabs Completed
- Adam Bishop
- 20 May 2010 08:04
5 votes 6 comments
Facility for Post Quote questions to affect premium
- Adam Bishop
- 20 May 2010 08:03
6 votes 8 comments
Improved Auditing / new entries for the Activity tab
- Adam Bishop
- 20 May 2010 07:53
3 votes 1 comment
Copy/clone scheme feature Completed
- Adam Bishop
- 20 May 2010 07:51
7 votes 4 comments
Visual change to policy allocation (user access to schemes) Completed
- Adam Bishop
- 20 May 2010 07:49
3 votes 4 comments
When changing insurers, also update endorsements
- Adam Bishop
- 20 May 2010 07:44
8 votes 18 comments
Aggregator style quote comparison page Completed
- Adam Bishop
- 20 May 2010 07:41
12 votes 21 comments
Excess editing on Endorsements tab Completed
- Adam Bishop
- 20 May 2010 07:26
5 votes 3 comments

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