Colin Kippin

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3. How do I stop an MTA from using Pro Rata Calculations

Hi Jon, We have this on the development list at present - you will then be able to make in full charges on MTA records. At present the workaround is to inflate the existing calculated pro rata char...

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• Colin Kippin
• Created 15 November 2011 12:11
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3. How do I re run a previous months Bordeaux and show ERN numbers not previously shown?

Hi Graham, You can re run a bordereau at any time - just Edit the report and change the dates that you want to run it for. Some reports are set to run certain set date periods but these can always ...

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• Colin Kippin
• Created 12 December 2011 13:57
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3. why dont policies on cover appear in date order? and can I put them in date order

Hi Graham, Yes there could be an option to display the List of Cases by Inception Date rather than in case number order - I am sure some other users would vote for this so please put that one on th...

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• Colin Kippin
• Created 13 December 2011 11:45
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3. SchemeServe API

Hi Nisar,   Yes this would be possible with the API One should always bear in mind if its worth doing that or just re keying that into the questions set but this is quite possible to achieve   Colin

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• Colin Kippin
• Created 13 January 2012 15:17
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3. What are the conditions used to determine who gets an email when an agent adds a note?

Hi Jon, Just checked that out fully - the email will go to the users that are set up against that Scheme - if there are none then it will go to the Contact Us address Colin

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• Colin Kippin
• Created 13 July 2011 11:36
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3. Should I be using a different name for ClientAddress in the question editor

Hi Jon, On that case then do you have a different address in the risk address details and the client details ? What dynamic field do you have in the document template ? Colin

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• Colin Kippin
• Created 14 July 2011 14:50
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3. Should I be using a different name for ClientAddress in the question editor

Hi Jon, Its the question type client.address that auto completes the client details page not the question name. So you can use client.address as the type on risk address if you are not asking for t...

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• Colin Kippin
• Created 14 July 2011 14:07
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3. Should I be using a different name for ClientAddress in the question editor

OK - so you will get whatever was finally saved in the client details screen twice You probably need change the set up of risk address so that is not using the type client.address and also then use...

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• Colin Kippin
• Created 14 July 2011 14:55
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3. Mobile Phone Insurance Direct

Hi Paul, This is now being dealt with under ticket 2981 Colin      

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• Colin Kippin
• Created 08 August 2011 11:51
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3. How can i create a referal for a change of policy status

Hi Steve, That is not possible at the moment although any changes in Status which are made will be captured in the Activity tab for the case and they will be logged against that operator.   Colin

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• Colin Kippin
• Created 09 August 2011 15:31
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