SchemeServe Feature Requests
New postYour ideas and requests for new features.
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Ability to save a part complete quotation1 vote 0 comments
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New question type to store 3 part names.3 votes 0 comments
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Renaming Memoranda to Endorsements Completed2 votes 2 comments
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Remember the tab I was on when viewing a case Completed2 votes 2 comments
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Archive Uploaded Documents1 vote 0 comments
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Allow rules to be filtered by active/inactive0 votes 1 comment
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Filters and Conditions on Transaction Report2 votes 0 comments
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Improve option text when changing insurer on a case matrix2 votes 0 comments
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Add CreationDate and CaseInceptionDate to rules3 votes 8 comments
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To be able to print the diary list Completed2 votes 3 comments
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add ability for requote option to be enabled when policy status is DRAFT1 vote 0 comments
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Enable ability for agents to discard unwanted MTAs0 votes 0 comments
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Add ability to show question at MTA per agent or user1 vote 9 comments
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Additional option for Dropdown Box (from File Lookup) questions3 votes 1 comment
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New question type - "Year"4 votes 1 comment
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BCIS Rebuild Lookup Service1 vote 0 comments
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Sorting Conditions & Memorandums in a particular order Completed1 vote 6 comments
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Hidden Table Rows2 votes 2 comments
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Claim Status on the claims list1 vote 1 comment
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Ability to show within question sets which scheme you are viewing when logged in as admin Completed3 votes 2 comments
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Ability to produce documents under previous policy versions3 votes 5 comments
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Record in activity log when inception/expiry dates are changed1 vote 1 comment
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Add YOA to Claims Tab Report and Reports in general2 votes 0 comments
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Ability to trigger questions by User0 votes 0 comments
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Ability to generate a referral for a 'Bad Client' Completed3 votes 1 comment
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Ability to send mail shots after cases go on cover2 votes 1 comment
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Remove option to have calculation page liive.0 votes 0 comments
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Remove the option to have calculation page live.0 votes 0 comments
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Send a note with policy or quote documents2 votes 2 comments
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Ability to make email address mandatory on the Contact Us page1 vote 0 comments