Gary Edgley
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Recent activity by Gary Edgley Sort by recent activity-
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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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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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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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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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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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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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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Transactions or On Cover by user
Currently there is no way of running a report to show the user (employee) who has either taken a monetary transaction or changed the status of a case to On Cover. This would be highly useful for mo...
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Hidden Questions
When an internal user is viewing the questions tab within a case it shows all the questions, headers etc irrespective of triggers. What would be helpful, especially on complicated question sets and...
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Case Overview
Upon clicking the 'Cases' tab, instead of defaulting to 'Quotation' to instead default to 'Every Status'.