Natalie Williams

1. Community
2. SchemeServe Feature Requests
3. Scheme access information on Export Agents report

And commissions please !!!  

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• Natalie Williams
• Created 24 May 2016 15:46
• 1 vote

1. Community
2. SchemeServe Feature Requests
3. Spell Check in Note Box

We have received a request for this now too.  He blames it on fat fingers but I suspect this is not really the issue :)

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• Natalie Williams
• Created 06 August 2015 13:05
• 1 vote

1. Community
2. SchemeServe Feature Requests
3. Agents Export to contain filename of latest agreement

Hi John just chasing this again as I still don't believe it has been release Many thanks

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• Natalie Williams
• Created 30 April 2018 14:15
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Warning Period for TOBAs and PI

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
• Created 13 February 2018 19:03
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Add "Accepted" column to the Claims report/screen

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 29 January 2018 11:38
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Agents Export to contain filename of latest agreement

Hi John I don't think this made the release?  

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• Natalie Williams
• Created 18 October 2017 14:31
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Agents Export to contain filename of latest agreement

Thank you !!! :-)

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• Natalie Williams
• Created 30 June 2017 10:24
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Warning Period for TOBAs and PI

I really want to update all our TOBAs, but do not want all our brokers locked out of the system.   Can I ask if this is being looked at yet? Thanks

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• Natalie Williams
• Created 15 June 2017 11:17
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Updating MTA & Renewal question set when a new question is added

This would save a lot of time.  I think they system used to do this automatically many moons ago. This would definitely make the system more flexible.

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• Natalie Williams
• Created 07 November 2014 11:38
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Renewals not invited report

Brilliant !!!! Thank you, I didn't realise that was available.

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• Natalie Williams
• Created 25 November 2014 10:59
• 0 votes