Richard Thorne

Total activity 104
Last activity 19 April 2018 10:30
Member since 11 September 2012 16:02

Following 0 users
Followed by 0 users
Votes 26
Subscriptions 26

Activity overview

Latest activity by Richard Thorne

Richard Thorne created a post, 19 April 2018 10:30
Existing Customers
1. Community
2. SchemeServe Answers
Is there a way to flag on cover clients as part of the get quote journey? We have a number of agents who seem to be fighting for existing insurer business and it would be handy to flag this as pa...
- Richard Thorne
- Created 19 April 2018 10:30
- 1 follower
- 0 comments
- 0 votes
Richard Thorne created a post, 27 April 2015 09:08
improve reports
1. Community
2. SchemeServe Feature Requests
we would like to see the reports function improved to allow larger date ranges for large reports without getting an error!
- Richard Thorne
- Created 27 April 2015 09:08
- 1 follower
- 3 comments
- 3 votes
Richard Thorne created a post, 05 January 2015 15:37
Ability to lock down admin users by IP
1. Community
2. SchemeServe Feature Requests
I would like to see the ability to lock down our users who have admin access. It would be great if we could lock this down so they can only access from specified IP addresses.
- Richard Thorne
- Created 05 January 2015 15:37
- 0 followers
- 0 comments
- 2 votes
Richard Thorne created a post, 24 January 2014 11:29
Renew Button
1. Community
2. SchemeServe Answers
Is it possible to change the period in which the 'Renew' button appears on a policy? What is the current period?
- Richard Thorne
- Created 24 January 2014 11:29
- 1 follower
- 1 comment
- 0 votes
Richard Thorne created a post, 16 January 2014 14:22
what is the field used to pull in the username in the matrix?
1. Community
2. SchemeServe Answers
I want to create a hidden question to be set with the username in order to strip back to only one part of that username. what is the system field if possible?
- Richard Thorne
- Created 16 January 2014 14:22
- 1 follower
- 1 comment
- 0 votes
Richard Thorne created a post, 14 January 2014 14:53
IF statements in Reports
1. Community
2. SchemeServe Answers
Is it possible to use IF statements within formula columns a report?
- Richard Thorne
- Created 14 January 2014 14:53
- 2 followers
- 2 comments
- 0 votes
Richard Thorne created a post, 25 October 2013 10:24
Using Email Rules
1. Community
2. SchemeServe Answers
Hi, Is there a way when triggering a send email using the rule builder that you can input the date the rule was ran within the body/subject of the email?
- Richard Thorne
- Created 25 October 2013 10:24
- 1 follower
- 3 comments
- 0 votes
Richard Thorne commented, 18 September 2013 10:37
This feature would need to be controllable in scheme settings and user settings as we need control over which users/schemes this is available to
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- Richard Thorne
- Created 18 September 2013 10:37
- 0 votes
Richard Thorne commented, 13 September 2013 08:14
This would be a great help if this could be done.... been asking for this for ages!
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- Richard Thorne
- Created 13 September 2013 08:14
- 0 votes
Richard Thorne created a post, 09 September 2013 10:49
is it possible to get a report of all users for all agents?
1. Community
2. SchemeServe Answers
We need a list of all users against each agent Is this currently possible?
- Richard Thorne
- Created 09 September 2013 10:49
- 1 follower
- 3 comments
- 0 votes