Natalie Williams
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This is very much needed by most clients. Though we need to take it one step further..... Most schemes have a Client/Proposer name as well as a Trading As name. Most of the time brokers are more ...
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Hi Adam Thanks for coming back to us so quickly. Great news that this is being done. I HATE to throw a spanner in the works I really do but on all schemes we use: Client.CompanyName to get the pro...
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Just another thought.... Another option for this would be for the Renewal Matrix to be able to take the information from "Claims" and copy the relevant information to the question set.
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This is urgent now as binders are being renewed already and I need to update the Certificate References. Is there any update on this please ?
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Hi John I am getting a little lost as to what is available and what needs development work at our end. Would you be able to give Mark a call and talk through this, once it is set up for one person...
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I have a lot more reports where this is required now. Don't suppose there is any news on this? Or will this be covered by the feature request: "Ability to include System Fields in Formulas for R...
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Its the ability to add claim excesses on the Inception Date reports that is needed. Even if by formula ie, [Theft_Excess_1]
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Hi Adam Just trying to catch up on this one now. To confirm, is it planned to send an email when a case is referred as well as including the case number? Do you know if this is going to make the b...
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Perfect !!!!! Roll on Amber :-)
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Hi Adam I was about to raise a feature request to send an email to the main user when a case goes on Cover (possibly by adding an extra option on scheme set up similar to the (E-mail user(s) when a...