Colin Kippin
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Recent activity by Colin Kippin Sort by recent activity-
Hi Jon, Not at present no, the Quotation Summary template is only used on New cases where the Scheme is auto On Cover. You can also use Quotation Summary OnCover and Quotation Summary Referral but ...
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OK so its Agent with auto On Cover and allowing Agents to process own Adjustments and Renewals ? We are doing some work in this are at the moment for Clients but the process is the same for Agents ...
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Its basically to make the Client side work the same as Agent as there were some bits missing in that - if yours is Agent then this will not affect anything you have planned
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Hi Richard, The Referred Date is not currently available as a dynamic filed that you can build into your email message in the editor. However its something that we can now pick up in the new Referr...
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This has now been added to the Feature Requests forum ; http://support.admnetwork.com/entries/28387976-Refer-fields-in-E-Mails-generated-by-Rule-Builder
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Within thin the content of the email message that you create in the rule builder you could use the dynamic field [CreationDate] - this would be the day that the email gets generated and also the da...
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Hi Mark, I will need to check on the condition for Site url format in the rating matrix but you can certainly use that in the Rule Builder Account Ref is correct so in your example it would be ; Ac...
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Hi Daniel, Yes you can use Agent in the rating - you will need ; AccountRef:AccountRef ABC1 Colin
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Hi Daniel, Its not possible to put the site url in the rating at the moment but we can see that this would be useful on shared schemes with different rating and commissions - this has been added to...
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Hi Richard, Is the Legal Section always with DAS - if it is then that would be better on its own bordereau as does not need to show all of the other sections. Is the CAR always with HSB or can that...