Richard Thorne

1. Community
2. SchemeServe Feature Requests
3. Add the ability to be able to post cash payments/receipts

Adam, Do we have any update of a timescale on this? We are quite keen on getting this up and running for testing in line with the 'pay now' function we have requested. Regards Richard    

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• Richard Thorne
• Created 26 September 2012 13:52
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Add the ability to be able to post cash payments/receipts

The ability to select this option once the 'pay now' button has been selected would be a benefit to us also 

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• Richard Thorne
• Created 08 January 2013 15:19
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Add the ability to be able to post cash payments/receipts

Adam, Will this be in the next release? Regards

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• Richard Thorne
• Created 08 January 2013 15:13
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Use RECORD TYPE as trigger in questions

The problem with this is that we are unable to limit a question to only show at MTA and Renewal, excluding first premium

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• Richard Thorne
• Created 03 January 2013 15:51
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Use RECORD TYPE as trigger in questions

Hi Adam, Unfortunately this solution still shows the question at First Premium even though the show at MTA box is ticked. Is there a way we can show at MTA and now at First Premium?

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• Richard Thorne
• Created 10 June 2013 15:02
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Changing the text on auto generated email bodies

Gets my vote

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• Richard Thorne
• Created 17 July 2014 15:44
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Scheduler for Reporting

Hi Adam, Can you please advise where in labs? I can see this under the reports section?

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• Richard Thorne
• Created 14 February 2014 09:36
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Scheduler for Reporting

Any ideas when this is scheduled for?

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• Richard Thorne
• Created 25 July 2014 16:01
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. To allow brokers to see and export to .csv their own case reports.

this would be a beneficial to us going forward as brokers will need a way of producing their own reports from SchemeServe

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• Richard Thorne
• Created 08 January 2013 15:23
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Having further filters or folder options within the Reports

Adding folders within the reports tab would be a huge benefit to us. The ability to group agent reports is a good idea.  

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• Richard Thorne
• Created 08 January 2013 14:40
• 0 votes