Colin Kippin
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Recent activity by Colin Kippin Sort by recent activity-
Hi John, I am currently discussing this with our developers and will post an update on any plans that we have in this area as soon as possible.
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Hi John, It looks as though the issue here is that you want to use custom email templates to send out your docs rather than using the system ones - therefore you copy the docs over and attach them ...
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Hi John, If you change the Agent on the MTA record this will also change the previous years records on that Case so you still have the same basic issue. To maintain reliable reporting if a case cha...
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There is an option in the Rule Builder copy to allow import from other sites so maybe this could be done in the same way
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These documents are created in the document editor with just the fields that you want to show - if you have hidden questions for rating purposes only these do not have to be included
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Yes, this was intended for a Scheme where its short period cover and the user enters a finish date that is before the start date and hence gets no quote.
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Hi Natalie, [Policy Inception] and [Policy Inception (Latest Year)] can both be selected as formulas Regards Colin
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Hi Mark, You will be pleased to know that you can do this right now - please access this article and you will see a 'subscribe' button just under Views at the top of the screen. If you click on her...
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E Mail sent to all sites to gather further input and create a discussion on this important topic
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We will not be making any changes in this area. If the work around that you currently use is to put the original policy inception date in documents then you could try using ##[Policy.InceptionDate]...