Adam Bishop
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Recent activity by Adam Bishop Sort by recent activity-
Translate text on internal SchemeServe pages
Recently a lot of people have been asking us about translating the internal system pages in SchemeServe (i.e. not those editable via the Admin > Questions editor). Here's some example code to do j...
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Why is/isn't my bug being worked on right away?
I'm playing devil's advocate here and asking the question: "Why has the bug I reported not been started on right away? Can't you fix it already?".
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New rule to get aggregate cover value for a postcode area
This would take the form of two new conditions in rules builder: GetAggregateCoverForPostcode() and GetAggregateCoverForClientPostcode() The functions would take as arguments: - a coverage question...
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Allow inclusion of system Client fields in Questions set
CompletedHello all, This is a much requested feature that has not yet made its way on to this happy forum, so I thought I should put it on here and see how many votes it receives in the context of other fea...
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Reports editor allowing creation of reports with custom columns
CompletedReports editor allowing creation of reports with custom columns. Details to follow if this idea proves popular. Suggestions as always welcome.
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'Review Expired Quote' feature for Direct clients
CompletedThe 'Review Expired Quote' feature is currently used by SchemeServe users and their brokers to re-submit expired or NTU quotes, without needing to re-enter the previous quote details, and tweaking ...
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Record introducer reference when brokers are created
CompletedWhen brokers are created it might be useful to have a free format (10 character) box to enter an optional 'introducer reference' that would be shown on all reports relating to that broker or indeed...
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How can I give a client my commission?
It is possible with SchemeServe to enter negative policy fees on the Matrix tab for a specific Case. NB: this is not best practice but some SchemeServe users have used this approach to effectively ...
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How can I copy documents between schemes?
To copy a document between schemes with SchemeServe... STAGE 1 - Copying Edit the document you'd like to copy with the Document Editor. Enter the 'source view' by clicking Source. Place the cursor...
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TOBA per scheme (Terms of Business)
CompletedFacility to upload a TOBA PDF file for each scheme in the Scheme Editor. Currently we support uploading of a TOBA in the My Company area, or in the Document Editor but managing the agreement by bro...