Natalie Williams
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Recent activity by Natalie Williams Sort by recent activity-
Additional setting for shared schemes (hide on host site but active on shared site)
CompletedWe are increasingly seeing the usage of shared schemes, however, the schemes are often site specific. A scheme that is shared to another site may not be wanted on the host site. Currently a scheme ...
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Prevent or Warn user if they are changing a date if there is a later policy
Currently if you have a 1st premium on cover and create and MTA it is possible to change the dates of the 1st premium. Whilst this offers flexibility it is potentially dangerous as users may end up...
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Email "from" address on shared sites when using the main site
This is more of a discussion point than a feature request as I know different people will have different views and I am trying to weigh up the pros and cons. On a shared site there is an email addr...
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"Risk Group" needed as a report condition
I am sure this has been raised before and discussed before but I cannot find anything, sorry if I am duplicating.... There is a requirement for a "Risk Group" is/is not in the report conditions. C...
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Total Commission from Insurer to be added to case matrix
The case matrix seems to give every figure you could want, except the Total Commission From Insurer. All the commissions are given per risk group but no total. this would be really handy to have. ...
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Exposure / Current Risks Report
It would be really handy to have a report that shows a snapshot of all policies currently on cover. The report would show all the "On Cover" cases on any particular date. So for example if a case w...
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New User type - Auditor
When being audited there is no login that would allow underwriters/auditors to see cases (and the rating matrix for that case) that are underwritten by their company. So for example, a Faraday Audi...
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Direct Scheme - Status of Quotations on the Client Account screen
CompletedOn a direct scheme if a case is set to Quotation or Pending it seems to show as "Processing" on the Client account screen. Can this please be changed to Quotation and give the client the ability t...
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Allow Agent Money/Statement page to be sorted by the headings
it would be very useful to be able to "sort" the Agent Statement by the headings. Currently the default ordering seems to be by Age. However, if it were possible to click on "Case" or "Inception"...
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Filters and Conditions on Transaction Report
The current transaction report does not have any filters. When dealing with the accounts/bordereaux it is usual to deal with one report at a time, however, the payments/transaction reports do not ...