Gary Edgley
- Total activity 24
- Last activity
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Activity overview
Latest activity by Gary Edgley-
Gary Edgley created a post,
Delete Reports from Main Report Screen
The ability to delete a report from the main reports screen as opposed to having to go into the report to delete.
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Gary Edgley commented,
Is there any development on this?
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Gary Edgley created a post,
Bypass of Account Creation
Currently I believe clients have to enter an email and password to create an account as part of the quotation process. The option to bypass this, so an email may be captured for document distributi...
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Gary Edgley created a post,
Process Case at £0.00
Undo the automatic system referral should a case premium be £0.00. Prohibitive to system use and functionality.
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Gary Edgley created a post,
Claim Type Upload By CSV
Currently each claim type has to be inserted manually and in turn for each scheme. The idea being that either a File Upload is able to be referenced instead of having to manually type each claim va...
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Gary Edgley commented,
I understand the merits of PDF, however when a document is selected within a case there is no option to edit this, as once saved is in a PDF format for aforementioned reasons. The ability to add or...
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Gary Edgley created a post,
Document Creator
The current third party plugin is less than intuitive in creating documents, however is livable with. The main issue the random way in which the documents are generated, despite how they are displa...
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Gary Edgley created a post,
Print Documents Immediately Once Generated
Currently once a document has been selected and generated, the only way to print this is to download in PDF and print from there. The ability to print directly to a local printer once the document ...
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Gary Edgley created a post,
Part Refund A Transaction
Currently via the money tab you can only refund whole transaction amounts. The ability to be able to refund part of a transaction would be of huge significance, instead of having to refund a whole...
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Gary Edgley commented,
This would be handy as well for the sale/option of additional products to an insurance.