Adam Bishop
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This feature is now available Julie.
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This is now possible on Direct schemes, just set your TOBA document to generate for First Premium - Quotation status.
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Many thanks for the feedback Jon and Alice, I really appreciate it. We like to break these things down into manageable chunks, so I've raised two additional feature requests to reflect the specific...
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This report has ow been completed on Beta and will shortly be on Labs.
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Hi Mark, Unfortunately nothing to report at this time. Although this is a planned feature it's not gone into development yet. Best wishes, Adam
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No nothing yet. I imagine it will be some time before we can investigate this further but we'll keep you updated.
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Thanks Jon, good idea. I've modified the original description to reflect this, moving the box to the Scheme Editor.
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There is now a way to do this in SchemeServe. In the Rules Builder, when creating a rule with a Refer action (on the right), if you also create an action to Send Email, you can email the same refe...
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Thanks for your suggestion, we'll give it some thought and see what we can do in the future.
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Sorry you've not heard from us for so long on this one. I've updated this from Done to Planned since without the Case ID in the email this is not great. This is due to be worked on soon now.