Richard Thorne
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Recent activity by Richard Thorne Sort by recent activity-
Ability to generate a referral for a 'Bad Client'
CompletedIt would be beneficial for us to be able to generate a referral for any client marked as a 'bad client'
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is it possible to do calculations within documents?
Hi, We are wanting to calculate within a document the deposit and monthly installments following a quote. For example we want to take the total premium minus 20% deposit + the agreed interest rate ...
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Is it possible to hide tables within documents even if they contain data?
Is it possible to hide tables within documents even if they contain data? I have tried using a simple IF statement but this is not showing the data. Any ideas??
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Add IF Group to rule builder
It would be useful if we could generate a referral/decline when a specific client is tagged in a specific group. For example if a client is tagged as a bad client using a group then it would be use...
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Ability to trigger certain questions on record type
It would be useful if we could trigger certain questions on records type. ie first premium/renewal/adjustment
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Add the ability to be able to post cash payments/receipts
CompletedIt would be useful if schemeserve could enable us to post cash receipts/payments for policies transacted.