Mark Williams
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Recent activity by Mark Williams Sort by recent activity-
Could this be looked at in conjunction with the other changes to endorsements which are planned. We definitely need the ability to add multiple endorsements at once.
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Adding and removing one endorsement at a time is becoming really tiresome. On some most schemes we have at least 2 insurers and if I wish to switch from the original it can take ages to remove exis...
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I have just tried this and it seems to work fine. This will come in really handy.
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I'm surprised it doesn't do this already.
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This would be useful to us too. Perhaps a small display in the corner of the screen giving the username. Cheers. Mark
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A screen showing outstanding amounts by broker by month would be a great time saver. Definitely has my vote.
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I really like this. Can't believe it's not been suggested already.
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I still think it's a brilliant idea :)
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Hi Graham, These files can be uploaded to the system under the documents tab and made available to the client/broker if required. These can be named however you like. I'm not sure that adding a new...
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Graham, Open the case you want to attach a document to then click on the documents tab. From there click "Add New" then instead of using the dropdown box to create a new doc from a template click "...