John Kavanagh
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Recent activity by John Kavanagh Sort by recent activity-
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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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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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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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...
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Switching Agent for an existing Case
I recently changed an Agent for an existing case. The inception date of the policy was 07-11-2012. The Agent mandated the policy on 01-09-2013. I followed the instructions as per http://help.scheme...
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Ability to Drag & Drop or Copy & Paste pdf documents contained under the Documents Tab
It would be very helpful if we could Drag & Drop or Copy & Paste the pdf documents under the Documents Tab in to an email for example. I'm sure it would save us all a great deal of time.
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Sorting Conditions & Memorandums in a particular order
CompletedWe would like the ability to sort Conditions & Memorandums in a particular order. If up/down arrows were added to this section (as you have in other areas of the system) this would work perfectly. ...