Richard Thorne
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Recent activity by Richard Thorne Sort by recent activity-
Existing Customers
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...
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improve reports
we would like to see the reports function improved to allow larger date ranges for large reports without getting an error!
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Ability to lock down admin users by IP
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.
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Renew Button
Is it possible to change the period in which the 'Renew' button appears on a policy? What is the current period?
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what is the field used to pull in the username in the matrix?
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?
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IF statements in Reports
Is it possible to use IF statements within formula columns a report?
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Using Email Rules
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?
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is it possible to get a report of all users for all agents?
We need a list of all users against each agent Is this currently possible?
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Ability to save a part complete quotation
It would be handy if we could have the function to save a part completed quotation. This is a request that we are regularly asked for by our agents.
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Archive Uploaded Documents
Currently, our agents upload supporting policy documentation via the case notes tab. An event note is created within the activity tab noting this. These documents seem to be stored against the vers...