Mark Williams

1. Community
2. SchemeServe Feature Requests
3. Agents Export to contain filename of latest agreement

This would be extremely useful as there is currently no way to track TOBA versions via schemeserve other than to look at each broker individually.

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• Mark Williams
• Created 27 June 2017 10:20
• 0 votes

1. Community
2. SchemeServe Plugins
3. Display question SystemIDs at all times in the Admin > Questions area

Different Adam. Are you interchangeable :) That works perfectly thanks and makes scheme design that bit easier.

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• Mark Williams
• Created 27 November 2014 11:43
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. "Add on" Risk Groups to update in the Matrix when the main risk group is updated

I agree. If 2 or more risk groups are rated together it would stand to reason that they should all change insurers when one of the associated groups changes insurers. The system already updates all...

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• Mark Williams
• Created 27 November 2014 11:15
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Updating MTA & Renewal question set when a new question is added

I would really like to see question sets updated to current version whenever a renewal or MTA is done. Perhaps the system could ask whether to update prior to running the MTA or renewal?  

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• Mark Williams
• Created 27 November 2014 11:12
• 0 votes

1. Community
2. SchemeServe Plugins
3. Display question SystemIDs at all times in the Admin > Questions area

Hi Adam, I added this code and it all works but it unfortunately shows the ID's on the client facing get quote screens too. Any suggestions?

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• Mark Williams
• Created 27 November 2014 10:58
• 0 votes

1. Community
2. SchemeServe Plugins
3. Capitalisation of Letters

Hi guys, I can't seem to make this work, any suggestions?

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• Mark Williams
• Created 27 November 2014 10:57
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. The ability to list referral reasons (via a token) on the Quotation Summary screen.

This would be really useful if we could include in other docs too.

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• Mark Williams
• Created 24 November 2014 13:40
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Aged Debts - Round Commission Up

Hi Rob, there are many ways to handle rounding but I prefer "Round away from 0" in the event of a tie. This would round 200.005 to 200.01 but  round -200.005 to -200.01 This differs from "Round up"...

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• Mark Williams
• Created 23 October 2014 09:45
• 0 votes