Mark Williams

1. Community
2. SchemeServe Feature Requests
3. Generate agent/broker account statements in batch

This will save us hors on our statement runs.

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• Mark Williams
• Created 28 October 2010 15:09
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Generate agent/broker account statements in batch

Any progress on this one?

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• Mark Williams
• Created 21 July 2011 21:14
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Generate agent/broker account statements in batch

Adam, do you have any idea when this will be looked at?

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• Mark Williams
• Created 29 July 2011 06:52
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Send email notification when a policy is referred

This would be a great benefit to us.

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• Mark Williams
• Created 28 October 2010 15:07
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Send email notification when a policy is referred

Will this send an email per referral or save them all up and send one email for all? It would be more useful to send one email at the end as there may be a number of referrals.

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• Mark Williams
• Created 12 April 2011 04:58
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Send email notification when a policy is referred

Have you got any further with this one yet?

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• Mark Williams
• Created 28 October 2011 09:37
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Send email notification when a policy is referred

This ticked has been marked as done but I can't see that it is. I have been trying to send an email from a rule but all that gets sent is the text that I enter. There is no case number attached and...

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• Mark Williams
• Created 13 February 2012 16:49
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Send email notification when a policy is referred

Colin, should I raise a separate ticket for this? I would just like to see the case number on emails.   Cheers Mark

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• Mark Williams
• Created 02 March 2012 13:28
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Send email notification when a policy is referred

Is there any progress with this? It is marked as done but I can't see that the case number is included on the emails. I look forward to hearing from someone. Best regards, Mark

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• Mark Williams
• Created 19 March 2012 17:27
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Add Client and Add Broker facilities on Broker and Client tabs

An "Add Agent" option would be great as the only way I can see to do this currently is sign up as if I were the agent via "Get a Quote"

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• Mark Williams
• Created 17 June 2011 14:30
• 0 votes