Dee Coleman
- Total activity 32
- Last activity
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Activity overview
Latest activity by Dee Coleman-
Dee Coleman created a post,
Agent Money Tab
Could it be possible for there to be an option to sort each column in order. it would make it easier to mark things off as paid
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Dee Coleman created a post,
set templates for the notes box
we use the notes box constantly for communication with agents, its a very useful way of keeping an audit track. we do find that we send the same information to multiple agents every day especially...
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Dee Coleman created a post,
Email Bouncebacks
Hi We are currently experiencing a high amount of bounce backs from email sent from our scheme serve system. We have spoken to our IT department but they have directed me back to you with the fo...
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Dee Coleman created a post,
Printing labels directly from the system
It would be very helpful if under the agent and client tab there was the ability to print an address label.
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Dee Coleman commented,
Hi Adam / John Whilst Johns idea would be a fundamental step forward in account processes, for schemeserve to have the ability to send statements would be very much a step closer to an accounts pac...
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Dee Coleman created a post,
"At a glance" reports to show a more accurate figure of the month
The reports page has a great line graph that shows premiums written by month. This report counts all the new business risks placed on cover however it doesn't show cancellations or NTU's I was hopi...
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Dee Coleman created a post,
show everything as unpaid in policy number order
It would be useful if you could maybe click the heading of each column and it sort by that column.
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Dee Coleman created a post,
Change client reference number to client name on money tab (marking things has paid)
It would be really useful to have the client name instead of the client number on the money tab.
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Dee Coleman commented,
Hi Colin Do we know if there was a resolve to this, im only asking as it seems to be happening again?
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Dee Coleman commented,
Hi We would really like this option too please, sometimes at renew a new insurer takes over the book of business. As we process our renewals a month in advance sometimes the correct endorsements ar...