Richard Thorne
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Recent activity by Richard Thorne Sort by recent activity-
Referral Report
Is it possible to genragte a report per scheme showing policys/quotes which have referrals?
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Allow rules to be filtered by active/inactive
It would be useful if we could filter the rules to show active/inactive rules. We currently have many active inactive rules and it would be handy to see these split
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add ability for requote option to be enabled when policy status is DRAFT
It would be useful to us if when an error occurs and the quote status is turned to draft to have the re-quote option available. This would limit time of re-keying information into schemeserve when ...
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Enable ability for agents to discard unwanted MTAs
We would like to see the ability for users/agents to be able to discard their unwanted mtas. Currently only admin staff can do this. Agents currently process alot of MTA quotes and this is time con...
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Add ability to show question at MTA per agent or user
It would be useful if we could have an additional function within the question builder to limit the ability for an agent to see a particular question at MTA stage. Currently we have the ability to ...
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Ability to show within question sets which scheme you are viewing when logged in as admin
CompletedIt would be useful if we could have a scheme identifier when viewing questions sets when logged in as admin. We have a few schemes which appear to look very alike and this would help us identify wh...
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Is it possible to show an additional field when 'no lookup response' from DVLA Lookup?
is this possible? We have tried using IF DVLA is BLANK then show this question in triggers but this doesnt seem to work. Is there another way do this?
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Ability to produce documents under previous policy versions
It would be useful if we were able to produce policy documents under previous policy versions even if the client has renewed their policy. For example we may get a client asking for a receipt from ...
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Record in activity log when inception/expiry dates are changed
It would be useful to record in the activity log when inception dates/expiry dates are changed by a user
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Ability to trigger questions by User
It would be useful if we could trigger questions by user. This would help us when wanting to trigger our question set to limit the questions/pages that a particular user can see. e.g IF User = Joh...