John Levett
- Total activity 124
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Activity overview
Latest activity by John Levett-
John Levett created a post,
Claim Status on the claims list
Adam Following our claims discussion we found another matter. Is it possible to have the "claims list" at https://myscheme.schemeserve.com/schemeserve/Claims/ also filtered by Requested/Accepted/Se...
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John Levett commented,
hah! I spoke to Adam B about this very problem this afternoon and explained we stiopped using "renew policy" because of it.
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John Levett created a post,
Getting set up for Direct Debit
Hi guys I am starting the process so that we can take direct debits. In the past this has been achieved through using premium finance but we are about to launch a monthly policy option. I have been...
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John Levett created a post,
IPT calculated per risk group
It would be great for documentation purposes if IPT could be calculated per risk group.
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John Levett created a post,
Alphabetise the email address list for sending notes and documents.
CompletedThe emails for agents are currently displayed in the order in which they were created as a user on the system. We now have agents with 20 users so it is very difficult to find the right agent in th...
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John Levett created a post,
Rounding in the Rating
Hi Guys Is it possible to round values to a set decimal or even integer (i.e. nearest £100) in the rate set? I know that some functions work such as Max & Floor? How about ROUND or ROUNDUP? What wo...
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John Levett created a post,
Using a recurring card payment instead of Direct Debits
We have been asked to administer a scheme in USD! These clients obviously do not use the DD system, and normally use a recurring card payment instead. Would it be possible to have this type of paym...
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John Levett created a post,
Hide Password on "New Account Email"
The new account email currently shows both the login and password details. This is a potential security risk and we would like the ability to remove this aspect of the email.
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John Levett created a post,
Freeze Matrix whilst risk is in the "on cover" status
We have had an issue with some of our risks being changed mid-term in error. This then causes issues with the finance reports.Users should always create an MTA in any case. (p.s. this was due to c...
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John Levett created a post,
Monthly Policies From Brokers?
Hi Guys, We are looking to organise a scheme which is paid for mothly. This is a life scheme so is a rolling payment. Is there a way to do this an not use the DD system (this is a non UK account). ...