Mark Williams

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

That would be perfect John :)

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• Mark Williams
• Created 25 November 2014 16:39
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Customisable footers on web portal

This would be a really nice feature.

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• Mark Williams
• Created 27 November 2014 11:01
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Direct Debit Integration

There is another ticket relating to this as follows: http://support.admnetwork.com/entries/496470-Add-Premium-Finance-to-SchemeServe Perhaps you could comment on this Gary. I'm really looking forwa...

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• Mark Williams
• Created 05 January 2015 13:04
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Case Overview

I agree too. I would prefer the default view to be "All Cases"

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• Mark Williams
• Created 05 January 2015 13:05
• 0 votes

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

Where do we vote on Round away from 0? :)  

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• Mark Williams
• Created 23 October 2014 09:59
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Check if anything has changed at Adjustment

This would be extremely useful as it is currently not possible to see what has changed when a user creates an MTA. It may be only one question of 300. We currently can't allow user MTA's because of...

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• Mark Williams
• Created 17 December 2014 10:58
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. "Select All" referrals button

This would be a real timesaver.

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• Mark Williams
• Created 01 June 2016 12:01
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Endorsement ID's in Reports

Hi John, I would like to see the 3 parts of the memoranda to be available separately in reports. ID, header and body. In a report column I would like to be able to request UnderwritingMemoranda.ID ...

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• Mark Williams
• Created 17 February 2015 10:02
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Formula to check for endorsements

It is becoming increasingly important under FCA guidelines to detail any significant exclusions to the standard policy in covering letters etc. Without this functionality, it is not possible to sta...

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• Mark Williams
• Created 07 October 2015 10:56
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Endorsement ID's in Reports

I would like to see options to include ID's or Headers if possible. I believe there is already a feature request similar to this one.  

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• Mark Williams
• Created 23 October 2014 14:43
• 0 votes