Natalie Williams
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Recent activity by Natalie Williams Sort by recent activity-
Ability to compare a result to the premium or other field in the rules
We often ask for a Target Premium but there is currently no way to refer a case by rule if the target is not met. In the rules you are able to refer by entering a set amount, for example: Conditi...
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Ability to add a note when updating document templates
When updating a document template it would be very handy to have a note box allowing us to say what updates have been made. This way we can see what changes were made and when and why. Obviously w...
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Can we stop welcome emails ?
I need to change an email address but do not want a welcome email to be sent. Possible ?
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Can we stop emails/quotes being sent to Clients?
We need to stop emails being sent from the system for one scheme. How can I do this? Initially I thought it was on the scheme set up page but I think that email box just refers to the emails sent ...
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How can I trigger the TOBA to be generated?
I have been asked to upload a TOBA, which I have done. Problem is, the "Website" tab of "My Company" still says "No File Chosen" and I have no idea how to test whether the file is actually there. H...
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Can we stop cases with set criteria going on cover by rules?
We have a requirement to prevent cases with an inception date of 1st May or after going on cover. I tried setting an On Cover rule to refer if the inception date is equal to or Greater than 01/05/2...
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Automatic Status of MTAs and Renewals
From day one the status of an MTA and Renewal was "Pending". I am looking at renewals now and it seems to have automatically been created with a status of "Quotation". Can you tell me how long this...
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Ability to "Set Answer" by rules
CompletedIn the absence of an "On Cover" matrix it would be extremely useful to be able to set Answers by Rules. If for example a case goes on cover we can then set a rule that checks the inception date th...
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Ability to email documents uploaded for specific cases
If a document is uploaded onto the Documentation tab of a case, then it is emailed, currently only a link is emailed rather than the document itself. If this is being sent at the same time as actua...
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What is the time frame for the site 'timing out' during a quote?
I seem to get logged out over night but cannot work out if there is a timeout during the day. Sometimes I have been logged out and other times I can stay logged in for ages. Is the time out for be...