We are pleased to announce that SchemeServe LABS has been updated already and the LIVE site will be updated Tuesday night (5th) with the following new features and updates:
You can now pull through the referral reasons into email templates, documents and reports using Formulae ## [Record.ReferralsHtml] ## and token [Record.ReferralsHtml]
Added a rule Send Email Always to send emails even if the case is Referred
Postcode perils lookups can now be configured on a per-insurer basis
- #14023 Claims fields not pulling though correctly into documents.
- #14016 Issue with specific rule having bad configuration so not running correctly.
- #13977 If a renewal is done and a new “Cover Details” section added in after the initial quote has been done, the insurer was not being set for that section in the renewal.
- #13857 Issue with the expiry date being set unexpectedly when a case goes on cover and back-dating check needs to alter dates.
- #13849 Issue with backdated expiry date.
- #13823 Change to ResultBefore to make it annualise MTA values at renewal but not at MTA. Means ResultBefore can be used to retrieve the overall policy charge at MTA and the Previous full year charge at Renewal.
- #13787 Hidden schemes will now not appear in the contact us dropdown list.
- #13777 Fixed an issue where if you copied a multipage page that you had filled out, any default answers were being reset on the copied page, this now pulls through exactly the page you are copying.
- #13763 Added a rule Send Email Always to send emails even if the case is Referred.
- #13756 Now able to select the days a TOBA can be skipped for (default was 14).
- #13753 Postcode perils question type now works for all multipage pages.
- #13722 Problem with agents and seeing specific reports.
- #13689 Problem with contact us emails not being sent to BCC'd user.
- #13488 Issue resolved with multiple emails at referral where the referrals were duplicating as the status was moved.
- #13467 If a multipage is set to required you can now no longer delete the 1st page.
- #13207 Do not allow quotes with inception in future to be changed to an earlier date by client / agent.
- #12827 Removed the ability to requote from an MTA.
- #12374 Fixed an issue with sharing bdx reports between a child and master site.