Jon Collis
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Activity overview
Latest activity by Jon Collis-
Jon Collis commented,
Thats a great idea, it would save a lot of time.
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Jon Collis commented,
Endorsements could have an option (tick box) in the endorsement back office screen to allow it on multiple pages or not. This way if we know an endorsement will go over 1 page it could be allowed.
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Jon Collis commented,
Any update on this one?
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Jon Collis commented,
Perfectly correct. This would create a better workflow. In my office 4 people get all the emails but are in and out of the office at different times of the day so there is sometimes a duplication...
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Jon Collis commented,
Hi John, Essentially my idea is a dashboard type area in schemeserve which acts like a task manager. It's a go to area for ALL case notes which would be shown in date order with oldest first. The...
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Jon Collis commented,
I agree, this is how it should be done.
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Jon Collis commented,
I agree with this, I think a lot of broker can't find 'User Saved' quotes.
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Jon Collis commented,
That is correct. I need to be able be bring the ID's in (1, 5, 7, etc)
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Jon Collis created a post,
Endorsement ID's in Reports
CompletedI would like to be able to add endorsement ID's into reports.
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Jon Collis created a post,
Put Schemes into Groups for Broker Access
We have a large number of schemes on our site which are available to every agent and a few schemes which are only available to certain agents. Instead of going through each broker turning individ...