SchemeServe Feature Requests
New postYour ideas and requests for new features.
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Ability to add additional fees not subject to IPT1 vote 0 comments
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Ability to compare a result to the premium or other field in the rules0 votes 0 comments
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Add a Watermark to SchemeServe Documents Completed1 vote 0 comments
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Ability to add a note when updating document templates1 vote 1 comment
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Hide Password on "New Account Email"2 votes 1 comment
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Freeze Matrix whilst risk is in the "on cover" status1 vote 3 comments
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Ability to extend quote validity period for a single case2 votes 1 comment
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Additional tab for surveys Photos etc0 votes 3 comments
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Amendment to Calculation Screen4 votes 1 comment
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Alter the order of sections on rating matrix screen2 votes 2 comments
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Use RECORD TYPE as trigger in questions2 votes 4 comments
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"Help" link should open a new window Completed1 vote 1 comment
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Validate Inception Date type Questions against Expiry Date Question1 vote 2 comments
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Add Folders into the Get Quote Scheme Choice Page1 vote 2 comments
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Archive Old Schemes2 votes 1 comment
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Make hidden schemes inaccessible to anyone bar Admin0 votes 0 comments
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Ability to use the question text in documents1 vote 2 comments
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Multiple Premises rating - page per premises Completed9 votes 9 comments
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Ability to "Set Answer" by rules Completed4 votes 7 comments
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Ability to email documents uploaded for specific cases2 votes 1 comment
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Ability to use "Inception Date" and "Expiry Date" in a report formulas Completed3 votes 3 comments
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Server Upload by Email (Email API)2 votes 3 comments
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Bulk Mail Merge for Documents4 votes 3 comments
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Can we have the ability to use _Cover in an If Statement for APs and Renewals. Completed3 votes 8 comments
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Ability to include System Fields in Formulas for Reports4 votes 12 comments
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Documents Spell Check Completed0 votes 2 comments
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Changing the text on auto generated email bodies Planned17 votes 21 comments
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Add the ability to delete, change or reverse payments against a case Completed4 votes 3 comments
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Make payments made on a case available in reports created by inception. Completed4 votes 10 comments
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Option to be emailed on all Feature requests / comments Completed2 votes 2 comments