Kate Huét
- Total activity 14
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 7
Posts
Recent activity by Kate Huét Sort by recent activity-
To allow brokers to see and export to .csv their own case reports.
CompletedBrokers often tell me they wish they could view reports of the business that they place with us, so they know what to expect as the month is progressing and when the bordereau arrives and they want...
-
Amendment to Alerts
When working in the Question Editor if someone else logs in it automates an alert to tell you that someone else is working in the same scheme and that you need to either publish or refresh your bro...
-
Inserting Claim Types by Scheme
CompletedIve been trying to see if I can set up in Admin the Claims by scheme, so far i can only create one long list of claim types and not break it down by scheme. As we add more and more schemes across d...
-
Managing a brokers scheme access.
CompletedNot sure if anyone reads this, other than ADM staff, but if you are there, please consider the benefits of this suggestion. When we register a broker, we need to be able to select which schemes tha...