SchemeServe Feature Requests
New postYour ideas and requests for new features.
Show all
Sort by newest post
-
Add IF Group to rule builder0 votes 0 comments
-
Bulk renew policies en-masse3 votes 3 comments
-
Additional "Off Line" Status5 votes 1 comment
-
"If Add on Insurer" needed as a condition in Rules3 votes 2 comments
-
Report standard date options 'Today' and 'Yesterday' Completed1 vote 1 comment
-
Ability to change the order risk groups are rated.2 votes 0 comments
-
Risk/Client name to appear in email "Subject"3 votes 3 comments
-
Add Trigger to Spacer Questions1 vote 0 comments
-
Improve process for adding Broker Commissions4 votes 1 comment
-
Protection against deleting Reports Completed3 votes 6 comments
-
DVLA LOOK UP in a table2 votes 9 comments
-
Brokers should be able to see their questions and answers12 votes 16 comments
-
Reports: Scheme "Is Not" condition Completed3 votes 3 comments
-
Outstanding payaments report1 vote 0 comments
-
IPT calculated per risk group0 votes 1 comment
-
Cookies Completed0 votes 2 comments
-
Ability to select multiple endorsments Completed8 votes 10 comments
-
Client list to indicate whether a client is direct or via an agent1 vote 0 comments
-
Ability to trigger certain questions on record type0 votes 0 comments
-
Add the ability to be able to post cash payments/receipts Completed0 votes 10 comments
-
Welcome emails to include users password Completed3 votes 6 comments
-
Easy change between '£' and '@' in the matrix screen Completed4 votes 11 comments
-
Show who you are logged in as Completed3 votes 4 comments
-
Bulk Payment Option By Broker Completed4 votes 3 comments
-
Require table columns to be completed but only when the table is used4 votes 3 comments
-
Alphabetise the email address list for sending notes and documents. Completed2 votes 4 comments
-
"Outstanding" premium should show the Premium less the commission4 votes 3 comments
-
Can you stop the loop hole that allow brokers to backdate cover if they press the requote button Completed0 votes 2 comments
-
Using a recurring card payment instead of Direct Debits3 votes 1 comment
-
Post Quote Questions to be asked AFTER the Quote Not planned6 votes 5 comments