Natalie Williams
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Recent activity by Natalie Williams Sort by recent activity-
Can automatically generated documents be attached to emails? (Rather than requiring sign-in)
If we upload a document to the documents tab on a case then select it to be emailed, the document itself is not emailed but a link to the document is. Is there something that can be done to attach ...
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Can we have the ability to use _Cover in an If Statement for APs and Renewals.
CompletedIt is currently available in First Premiums but not APs and Renewals. This is most relevant when showing rates used for liability risks. If new wagerolls are added or increased for example in an AP...
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Ability to include System Fields in Formulas for Reports
I am sure more will crop up in the future but at the moment it would really help to be able to use the following System Fields in Formulas for Reports: Record.Status Record.Type By using these in a...
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Can I use Record.Status in a report without using the Standard Column?
All bordereaux reports require a column with the status. This status would either be, First Premium, Adjustment, Renewal or Cancellation. This is a combination of your Record.Status and Record.Typ...
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Can I use "checked" questions in reports
I am trying to add the following to a report: IF([PL_Required]='checked','Public Liability','') But I get the following error: PL_Required: Please check your formula: no field, property or variabl...
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Please can we have the ability for the ERN to be optional and accept older format ERNs
CompletedThe complusory nature of the ERN is causing us no end of problems. 90% of the time a broker does not know the ERN when submitting a quote but is unable to get a quote unless entering an invalid nu...
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Can changing the inception Date on a case/quote automatically update the InceptionDate field in the question set
Not plannedWe currently use an InceptionDate field in our question set to set the date required for references etc, but also for maintaining the original inception date of a policy. Currently we can update t...
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Claims information available for documents
Claims are normally listed in the statement of fact on documents. Currently the claims system on schemeserve is not "available" to documents. To get the claim info in documents it is necessary to...
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Add date selection for reports without going into Edit
CompletedThe only way to change the selected dates for a report is to go into Edit mode. This can be quite dangerous as brokers may accidentally delete certain items from the report without realising, and ...
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Ability to add Excesses to Reports
CompletedA few bordereaux reports require excesses to be submitted, currently this is not possible to do. Can we have the ability to add all/any excesses (set up under claims) to be available for reports. T...