Richard Thorne
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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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This would be a great help if this could be done.... been asking for this for ages!
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It would also be handy if the post quote questions could be asked post quote. At the moment these questions are asked before the premium is given. We ask many questions post quote but these all rel...
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We would like to see this so that we can allow different users/agents the ability to see different/limited question sets at MTA Regards Richard
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Hi Adam, Does this enable me to trigger a question by user?
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Hi Rob, We think this would be beneficial as we have different agents who have the same scheme but may need certain questions asking which only apply to them. We would like to show certain MTA ques...
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Ok, The problem here is that we want to trigger certain questions at MTA to show for internal users but not for Agents. Regards Richard
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yes, this sounds like what we are looking for and will hopefully solve our issues.
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Hi Adam, We are looking for the ability to allocate cash payments specifically on a case by case basis. I assume this would work in the same way as recording a bank transfer but for cash instead? R...
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That sounds like what we are looking for. We would also need the ability to be able to report on these cash payments in order for our accounts team to reconcile.