Natalie Williams
- Total activity 325
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Activity overview
Latest activity by Natalie Williams-
Natalie Williams commented,
Hi John just chasing this again as I still don't believe it has been release Many thanks
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Natalie Williams commented,
Hi Thank you for getting this updated for TOBAs. At the risk of sounding ungrateful, are there plans to do the same/similar for PI details?
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Natalie Williams commented,
Hi Rob I'm referring to the claims tab rather than creating a claims report, I can't see that option on the claims tab??? ta
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Natalie Williams created a post,
Add "Accepted" column to the Claims report/screen
On the claims tab we use the data for all of our claims reporting. It has just come to light though that staff have added a large number of claims when they are reported, but do not "Accept" the cl...
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Natalie Williams created a post,
Add "Main Insurer" dropdown on the Cases screen
On the Cases screen it is currently possible to filter by: STATUSAGENTCLIENTSCHEMEDATES It would be really helpful if a further filter could be added: MAIN INSURER This would save so much time when...
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Natalie Williams created a post,
Claims cannot be set to Withdrawn
Hi I believe that currently claims are outstanding or settled. There is no ability to set them to Withdrawn. Can this be added please? Thanks
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Natalie Williams commented,
Hi John I don't think this made the release?
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Natalie Williams created a post,
Show Premium at top of Matrix Tab
It would be really handy to display the Total Premium for a case at the top of the Matrix Tab. With this you can see it straight away rather than scrolling to the bottom of the screen. This would b...
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Natalie Williams commented,
Thank you !!! :-)
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Natalie Williams created a post,
Agents Export to contain filename of latest agreement
On the Agents csv Export it would be really handy to have an additional column that lists the filename of the latest agreement (that has been accepted). This way we can run the export and see what ...