SchemeServe Feature Requests
New postYour ideas and requests for new features.
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creat an activity record when sending emails to custom email addresses2 votes 0 comments
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Put Schemes into Groups for Broker Access3 votes 2 comments
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Message Centre3 votes 5 comments
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Additional setting for shared schemes (hide on host site but active on shared site) Completed5 votes 3 comments
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Prevent or Warn user if they are changing a date if there is a later policy6 votes 2 comments
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Improved Diary Completed2 votes 4 comments
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Password Strength Indicator - At Account Creation3 votes 1 comment
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Refer fields in E Mails generated by Rule Builder3 votes 0 comments
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Email "from" address on shared sites when using the main site3 votes 1 comment
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"Risk Group" needed as a report condition1 vote 2 comments
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Total Commission from Insurer to be added to case matrix2 votes 1 comment
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We need a Cancel button next to the MTA button on the system Completed8 votes 13 comments
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Exposure / Current Risks Report3 votes 3 comments
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Limits based off questions3 votes 1 comment
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Switching Agent for an existing Case3 votes 8 comments
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New User type - Auditor3 votes 2 comments
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I would like to see more updates from ADM on Feature Requests Completed2 votes 2 comments
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Post Quote Questions cannot trigger from Quick Quote Questions2 votes 1 comment
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Direct Scheme - Status of Quotations on the Client Account screen Completed4 votes 1 comment
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Move Questions from Page to Page in same Scheme3 votes 1 comment
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Copy Endorsements option Completed8 votes 7 comments
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Dynamic Field [Proposal] and [Proposal_NoBlanks] values in mTA records2 votes 0 comments
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Set in Rating Matrix to only Set in specific risk group1 vote 0 comments
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Spell Check in Note Box Completed4 votes 2 comments
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Increasing Search Tab Criteria Completed2 votes 2 comments
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Allow Agent Money/Statement page to be sorted by the headings5 votes 2 comments