Mark Williams
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Recent activity by Mark Williams Sort by recent activity-
Information on report types
There have been a number of new reports added recently which is great but the help wiki does not seem to have been updated accordingly. Would it be possible to get a summary of what each report typ...
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Chaining agents should allow the top level agent to see all cases
Currently we are able to set up one or more agents as an AR of another allowing commission to be passed to both which is great. We would also like to allow the top level broker to see all cases ent...
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Chaining Agents
I have a couple of situations where I would like to have branch offices of sub agents under separate agencies but have the head office see all of the quotes and policies of the branch offices. I re...
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New Status - Referred to Underwriter
We currently have a status of "More Info" which shows us that we are waiting for additional information from a client or broker and saves us looking at the same case every day. It would be equally ...
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Allow additional information to be shown against case search results
CompletedCurrently the system shows the following information on the "Search for Cases" screen: Case Number Scheme Name Agent Name and Code Client Name and Code Site Premium type (First/Adjustment/Renewal)...
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I would like to see more updates from ADM on Feature Requests
CompletedThere seems to be very little activity on the feature request forum and I feel that this is in no small part down to the lack of updates on requests. I know that some of the requests on the list ha...
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New question type to store 3 part names.
We are trying to resolve a problem surrounding legal entity names on documents and bordereaux and when sanction checking and feel that a new field type is required in schemeserve as follows: We cur...
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Ability to change the order risk groups are rated.
It would be useful to be able to see and change the order in which risk groups are rated. We have various situations where an add on risk group is rated based on the result of another group (usuall...
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Ability to extend quote validity period for a single case
We currently set our schemes to have quotes valid for 30 days. If a quote is entered on 1st May 2012 for example, this should allow brokers to accept cover any time up to the 30th May 2012 which se...
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How do I change the date a quote is valid from
We set our schemes to have quotes valid for 30 days. If a quote is entered on 1st May 2012, this should allow brokers to accept cover any time up to the 30th May 2012 which seems to work well. How ...