Natalie Williams
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Recent activity by Natalie Williams Sort by recent activity-
This would be very handy for bordereaux information, trade codes etc where we need to enter the codes on the reports but do not need/want them visible anywhere else. A hidden table row also has th...
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Exporting the reports would be fantastic, very helpful to have a safer way to store them.
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Hi John Essentially what the client/Agent would see is the questions as they were at the end of the Get A Quote process. So any questions that were not triggered (or hidden) during the Get a Quote ...
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Wow John, it looks like you can make two women very happy here ! no pressure :-)
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Hi guys, was there any progress on this? Not yet planned but I think this is one of your useful improvements that you like to make ;-)
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Hi Jonh You can do this in documents by using a formula if that helps. Give me a shout if you want me to give you an example (I am not in the office today but happy to help tomorrow). Kind regards...
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Hi John Sorry, I don't understand, under what criteria do you set this rule up ? The Welcome email I was referring to was the original mail sent when setting up an agent in the first place. Rules...
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erm..... I am getting lost. I think we are talking about the same thing but then you lose me. Perhaps a chat would be easier :-)
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Are we any further on this one ?
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I see that the Crimson release seems to have removed the "Outstanding" part altogether. Was this intentional or an oversight ? If intentional it pretty much makes this feature request irrelevant. ...