Mark Williams
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Recent activity by Mark Williams Sort by recent activity-
Add the ability to delete, change or reverse payments against a case
CompletedIf we add a payment to a case we are currently not able to remove or change it and I would like to be able to do so. If an incorrect amount is entered I would like to remove it and start again.
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Make payments made on a case available in reports created by inception.
CompletedIt would be extremely useful to have access to the payments made against a case available in reports other than the transaction report. This would enable us to more easily create statements and run...
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Option to be emailed on all Feature requests / comments
CompletedI would like to see a flag which would allow a user on the support system to be emailed when any feature request is added or commented on. This would mean that more infrequent support users would b...
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Ability to change / enter certain questions when status is changed to "On Cover"
It would be very useful to show certain questions when quotes are put on cover such as Interested parties, ERN Number and inception date. The answers to these questions are not always known as the ...
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Ability to edit / use Master account details (commission, email etc.)
We do not currently have the ability to edit some of the master account details within the system and some of teh account information is not available where other brokers information is. The implic...
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Stop fees carrying over to Adjustments
Currently when an adjustment quote is created all rates and fees are carried over. This is great for rates but carrying fees over means that there is a premium applied without any change to the sum...
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Ability to add page numbering on docs without a footer
CompletedWe would like to be able to include the page numbering feature in documents without adding a footer. Adding a footer seems to waste around 5cm of the page when only the page number is required.
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Make LastOnCoverDate available on docs and reports.
CompletedI would like to include the date a policy was put on cover (the transaction date) on reports and in documents. I don't believe this is currently possible but is a requirement of one of our underwri...
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Ability to limit the entries in a dropdown box via a search facility
CompletedSome dropdown boxes contain a large number of entries such as trade selection. These boxes would benefit from a search function in order to limit the items displayed to those in the search criteria.
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Store original inception date for MTA's
CompletedWe need to store the original inception date against MTA's to use on docs and in reports. we would like to show the period as the original period and an adjustment date which shows the date the MTA...