Mark Williams
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Option to require at least one entry in a table question
CompletedI am using a table to gather information about the clients trade/trades but there is no way to force the user to enter at least one trade. It would be useful if there were a "required" option again...
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Extend Notes to allow the emailing of insurers.
Being able to email notes to brokers/clients is fantastic but it would be made even better if I were able to email insurers. This would allow me to send underwriter referrals and attach our rating ...
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Separate rating matrix for renewals
CompletedIt would be extremely useful to have a separate rating matrix for renewals in order for me to do the following at renewal: 1. Increase certain sums insured by index linking amounts from a lookup t...
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Allow Brokers/Clients to re-quote from the quote display screen.
CompletedThis would make re-quoting a case much easier. It would be helpful to have a flag which could be set by an administrator which would either allow or deny a user to re-quote a particular case.
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Limit Insurers per risk group instead of per scheme
It would be useful if I could limit the insurers by risk group as opposed to by scheme.