Mark Williams

1. Community
2. SchemeServe Feature Requests
3. Add a broker fee per scheme

Yes, a default fee per broker would be useful.

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• Mark Williams
• Created 12 June 2015 12:56
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Auto generated policy documents are currently sent from a site/company level email address. We suggest sending these documents from a brand/scheme level address

This is a great idea.

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• Mark Williams
• Created 12 June 2015 12:55
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. When postcode lookup is turned on you should only see the postcode field

I agree with Natalie, this would need to be added as an option if at all. I prefer it as it is.

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• Mark Williams
• Created 05 May 2015 10:51
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. One 'parent' account to view all transactions for branch offices

I am very keen on this suggestion. It would also be important to allow chaining of commissions to allow this to be used for networks. There is currently another feature requests already along this ...

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• Mark Williams
• Created 06 May 2015 11:10
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. improve reports

I think 15 months is fine but would like to be able to run more complex reports over this period. For longer periods I would be happy to run a report a number of times for longer periods.

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• Mark Williams
• Created 04 April 2016 08:09
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Endorsement Page Breaking in Documents

This would be nice but would need to be careful when dealing with long endorsements. You could end up with a 1 line endorsement on it's own at the top of a page followed by a long endorsement on th...

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• Mark Williams
• Created 16 January 2015 15:57
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Custom tab icon

It would be really useful to be able to change the favicon as this distinguishes the page from others.   Is there an option to do this with javascript?

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• Mark Williams
• Created 06 February 2015 13:02
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Start Cover button for admin users

This would help immensely and stop us putting on cases with the wrong date.

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• Mark Williams
• Created 15 December 2014 17:34
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Allow additional information to be shown against case search results

Thanks for that John, I'll give it a go. Will this allow us to show Premium or selected insurer?

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• Mark Williams
• Created 09 November 2015 14:05
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Allow additional information to be shown against case search results

Sorry John, I'm still a bit confused. Can you give me an example of how I would obtain premium information? Cheers.   Mark

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• Mark Williams
• Created 13 November 2015 13:00
• 0 votes