Daniel Beardwell

1. Community
2. SchemeServe Feature Requests

Could you rename the "Re-quote" button to "New case with client"  The current button is quite misleading. A requote should rerun the existing case as the client to reapply rules and rating, effecti...

• Daniel Beardwell
• Created 30 April 2014 10:51
• 1 follower
• 1 comment
• 2 votes

1. Community
2. SchemeServe Feature Requests

I'd like to be able to set a referral in the rating matrix to avoid additional hidden questions. 

• Daniel Beardwell
• Created 23 April 2014 11:52
• 1 follower
• 0 comments
• 0 votes

1. Community
2. SchemeServe Answers

Is it possible to set a referral in my rating matrix?

• Daniel Beardwell
• Created 16 April 2014 12:21
• 2 followers
• 1 comment
• 1 vote

1. Community
2. SchemeServe Feature Requests

It would be ideal if we could see deleted cases and have the option to restore them. 'Deleted' could be a new case status with an Administrator button to restore.    

• Daniel Beardwell
• Created 21 March 2014 12:25
• 0 followers
• 1 comment
• 4 votes

1. Community
2. SchemeServe Answers

I've noticed in the top right corner of the rate builder screen there's a link that says: "To test your new formula, try the Formula Sandbox NEW" This looks like an interesting feature but I have n...

• Daniel Beardwell
• Created 10 December 2013 10:16
• 2 followers
• 8 comments
• 1 vote

1. Community
2. SchemeServe Answers

I understand that it's possible to to check for an agent in the rules, but is it possible to check the agent in the rating? 

• Daniel Beardwell
• Created 30 October 2013 10:56
• 0 followers
• 8 comments
• 1 vote

1. Community
2. SchemeServe Feature Requests

It would be hugely useful if question Limits could be set based off other questions. I've attached a mockup of how the limits tab could look.  I'm working on a scheme that uses a Trade lookup. The ...

• Daniel Beardwell
• Created 09 September 2013 09:41
• 1 follower
• 1 comment
• 3 votes

1. Community
2. SchemeServe Feature Requests

It would be helpful to have the ability to use hidden rows in tables. This would be especially useful in situations where lookups with corresponding columns are used. 

• Daniel Beardwell
• Created 20 May 2013 13:07
• 0 followers
• 2 comments
• 2 votes

1. Community
2. SchemeServe Feature Requests

Good morning all, We have the problems on some of our site where users are able to delete reports that are being used.  A simple solution we have thought of would be to add some kind of lock agains...

• Daniel Beardwell
• Created 16 November 2012 11:53
• 0 followers
• 6 comments
• 3 votes

1. Community
2. SchemeServe Feature Requests

Hi guys, The ability to use "Scheme Is not" in report conditions would be useful for certain reports. Is this a feature that could be considered for the near future?  ThanksDaniel

• Daniel Beardwell
• Created 16 October 2012 09:54
• 1 follower
• 3 comments
• 3 votes