SchemeServe Feature Requests
New postYour ideas and requests for new features.
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Auto-generation of customer login password and subsequent emailing Completed1 vote 2 comments
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improve reports3 votes 3 comments
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Download a lookup file from question0 votes 0 comments
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Automatic email chase0 votes 0 comments
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auto generate documents to chase for outstanding payments0 votes 0 comments
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Transactions or On Cover by user0 votes 0 comments
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Email notes to custom email address2 votes 0 comments
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Title Options Completed3 votes 5 comments
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Save quote information and come back later...0 votes 0 comments
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Data capture on unfinished quotes0 votes 1 comment
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Hidden Questions1 vote 0 comments
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Share reports to shared sites2 votes 0 comments
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Ability to see original insurer on a case2 votes 0 comments
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Endorsement Page Breaking in Documents2 votes 6 comments
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List Decline Reasons0 votes 1 comment
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Total Commission from Insurer to be available in reports3 votes 0 comments
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Ability to lock down admin users by IP2 votes 0 comments
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Improve audit log1 vote 0 comments
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Information/Bulletin Feature4 votes 4 comments
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Ability to access Client Created information1 vote 0 comments
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Ability to differentiate tax type by Risk Group (for combination IPT/VAT)0 votes 0 comments
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Start Cover button for admin users5 votes 2 comments
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Custom tab icon Completed4 votes 3 comments
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Customisable footers on web portal Completed4 votes 1 comment
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Renewals not invited report Completed2 votes 3 comments
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The ability to have a Quotation Summary Declined page1 vote 0 comments
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The ability to list referral reasons (via a token) on the Quotation Summary screen. Completed2 votes 8 comments
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Case Overview3 votes 2 comments
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Direct Debit Integration0 votes 1 comment