Natalie Williams
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Recent activity by Natalie Williams Sort by recent activity-
Should Payments appear on the Activity tab?
I have been testing a direct scheme and looking into a broker scheme and cannot see that either of them list payments on the Activity log. Is this an oversight? I would have thought it should be l...
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Welcome emails to include users password
CompletedCurrently the original Welcome email sent to a broker/user does not include the password. Most of the time the Main User will set up logins for their brokers and will make up a password (unknown t...
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Entering information from tables into reports
I have a scheme based mainly on tables. I therefore need to get information from a table column into a report column. I don't seem to be able to just reference a table column in a report. It looks...
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Require table columns to be completed but only when the table is used
It is currently possible to require table columns to be completed. However, this assumes that the table in its entirety is required. There are cases where a table may not be required at all, but i...
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Trying to add a broker commission rate on docs
Can you please let me know if it is possible (and how) to show a broker commission rate on documents. I can get to it via reports but cannot seem to get it on docs. I am trying [Commission_846_Inde...
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Is it possible to hide tables in documents if they are empty ?
I am creating a document for a scheme where the question set is essentially made up of a number of tables. On the quote/schedule I do not want to show the tables/table headers if there is no data e...
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The "Outstanding" payment field on a case seems to have been removed in labs
Is this correct? Why has it been removed, seems the only way to see if a case has been paid is to run a report which is a bit of a pain ??? Thanks
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"Outstanding" premium should show the Premium less the commission
On the right hand side of the screen when viewing a case there are two figures: Premium Outstanding The Outstanding premium should be the premium less the commission, therefore the actual amount of...
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Post Quote Questions to be asked AFTER the Quote
Not plannedI know there is a feature request for: "Facility for Post Quote questions to affect premium" but what is perhaps more urgent is for the post quote questions to be asked after a quote (so post quot...
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Ability to add additional fees not subject to IPT
Currently the case Matrix has a Policy Fee filed which is not subject to IPT. It would be extremely handy to be able to add additional "Fees" that are not subject to IPT, for example an Underwritin...