John Kavanagh
- Total activity 60
- Last activity
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Activity overview
Latest activity by John Kavanagh-
John Kavanagh commented,
Good idea Natalie. May I also jump in here and ask if the Agent's Code would also display. When setting up a new case If I can't remember an Agent's code I have to click Edit Agent to find it. Sorr...
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John Kavanagh commented,
Natalie, I made the same suggestion on 4th June 2015 under the heading Changing Client Code.It would be very useful if we could switch a client in the same way as we can switch an Agent.
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John Kavanagh commented,
John, I am very disappointed with the initial negative view you have taken on this instead of thinking about the additional benefits this feature would bring to your existing customers and potentia...
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John Kavanagh created a post,
Agent’s Accounts - Online Real-time Access (The most important Feature Request EVER)
My fellow SchemeServers™, lend me your ears I consider this Feature Request to be imperative to my business. I hope you will all give my idea due consideration and I hope this will not be left in t...
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John Kavanagh created a post,
Accounting Systems
May I please ask my fellow SchemeServers what Accounting software you use and how the financial data is transferred from SchemeServe to your software. Your advice would be much appreciated. Thank y...
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John Kavanagh created a post,
Changing Client Code
When a case is first set up the system generates a Client Code for that client. If another case for the same client is required up you can use the same client code at the get quote stage and this w...
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John Kavanagh commented,
Great, thanks John
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John Kavanagh commented,
Hi Colin, Thank you.
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John Kavanagh commented,
I would really appreciate if other users would please vote for this even if this is not an issue for you. Hi Colin, Do you think this request will ever be considered? We get a lot of requests to ch...
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John Kavanagh created a post,
One 'parent' account to view all transactions for branch offices
At the moment, it is necessary to have a number of different agents for different branches of the same Broker in order to ascertain what business is coming from what branch, and to process transact...