SchemeServe Feature Requests
New postYour ideas and requests for new features.
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Remove all endorsements in matrix Completed1 vote 2 comments
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Expand multiple properties individually in MultiPage for Comparision0 votes 0 comments
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Previous years premium/rating in reports1 vote 0 comments
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Capture multiple insurer premiums1 vote 0 comments
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Set Risk Group Commission From Insurer in Rules1 vote 0 comments
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show everything as unpaid in policy number order0 votes 0 comments
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Policy Number Allocation1 vote 0 comments
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"Insurer for Group" Is NOT to be added to Report conditions Completed2 votes 1 comment
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Quick quote page2 votes 0 comments
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Sanctions check information in documents1 vote 0 comments
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Rule importer - display current type/insurer/status1 vote 0 comments
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Formula to check for endorsements2 votes 1 comment
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Add "Add New" button to the top of the Endorsements list Planned0 votes 1 comment
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Rules for All schemes2 votes 2 comments
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Document Creator0 votes 3 comments
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Print Documents Immediately Once Generated2 votes 0 comments
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Part Refund A Transaction1 vote 0 comments
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Ability to block IP addresses Completed3 votes 2 comments
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Customised scheme logo/banner on product select screen3 votes 2 comments
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Changing Client Code2 votes 0 comments
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Salesforce Integration0 votes 0 comments
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Automation of claims process - add auto-generated claim status0 votes 2 comments
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Add a broker fee per scheme1 vote 1 comment
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One 'parent' account to view all transactions for branch offices3 votes 1 comment
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Index linking user interface0 votes 0 comments
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When postcode lookup is turned on you should only see the postcode field Completed3 votes 9 comments