Rob Symonds

1. Community
2. SchemeServe Feature Requests
3. Document Creator

Hi Gary, What frustrates you about the PDF format? We chose that because of it's widespread availability across platforms - I can't think of one that doesn't have a PDF reader...

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• Rob Symonds
• Created 11 September 2015 09:59
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Add ability to show question at MTA per agent or user

Hi Richard, Just trying to get my head around how this would be beneficial. Why would you ask some agents different questions?

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• Rob Symonds
• Created 23 July 2013 10:55
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Can we have the ability to use _Cover in an If Statement for APs and Renewals.

Hi Natalie, It was part of the Crimson release. Thanks, Rob.

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• Rob Symonds
• Created 20 August 2012 13:34
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Can we have the ability to use _Cover in an If Statement for APs and Renewals.

Hi, Any answers that appear on the Matrix tab (Calculation type answers) store the CHANGES to the question at MTA. Therefore, on an MTA, when you use ## [QuestionName_Cover] ## you have access to t...

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• Rob Symonds
• Created 20 August 2012 09:16
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Make payments made on a case available in reports created by inception.

Hi Mark, I meant that to just be an update on our internal ticket for this and didn't realise the two were linked. It was just me flagging up a potential confusion point. Don't worry, we know how u...

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• Rob Symonds
• Created 23 July 2013 14:52
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Make payments made on a case available in reports created by inception.

Hi Natalie, The concerns I raised in this ticket were from before we sorted out the aged debts to work on a record by record basis. The long and short of it is that there is now a new column (liv...

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• Rob Symonds
• Created 03 October 2013 12:16
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Be able to select Creating date field plus others for Transaction reports.

Hi, To create a report that shows On Cover cases listed by Case Created Date all you need to do is create a "Cases by Creation" report and add a filter to only show "Status" = "On Cover, Cancelled"...

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• Rob Symonds
• Created 13 September 2011 11:40
• 0 votes

1. Community
2. SchemeServe Answers
3. How does the refund button work?

Here are the steps it goes through... No refund yet: Refund link clicked: Transaction refunded:    

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• Rob Symonds
• Created 22 April 2013 16:16
• 0 votes

1. Community
2. SchemeServe Answers
3. Is it possible to show an additional field when 'no lookup response' from DVLA Lookup?

Hi Richard, It's not currently possible to do this, you can only stop the quote getting submitted if it's not valid by using the "Limits" when you are editing the DVLA question. It's something that...

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• Rob Symonds
• Created 28 May 2013 08:46
• 0 votes

1. Community
2. SchemeServe Answers
3. How do a referral based on a Date from a Table Question in the rule builder

Hi Jon, This is an interesting one.I think you'll have to work it out in the rating file and then use the result of that in the rule builder. You'll need a new question to hold the result, let's sa...

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• Rob Symonds
• Created 13 June 2013 14:09
• 0 votes