October SchemeServe Update

We are pleased to announce the SchemeServe update. This will be on LABS on the night of Monday 10th October.  It is planned to be released to Live the following Monday night, the 17th October.

This update has lots of small issues resolved and a significant performance boost for MTAs. You can now control if referrals ask Post Quote questions, and there are some tweaks to reduce the time taken when choosing which questions show on the matrix and when selecting bank accounts for direct debits. There are changes around which user groups can change inception and expiry dates, and you now have more control over pages in documents, and they generate quicker.

New Features
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Added ability to set specific margins and separate control over page numbers for documents, giving you more flexibility on the page layout.

When selecting a bank account for a Direct Debit in an MTA, the existing bank account can be selected to save having to rekey. Now the same as SEPA Debits.

SchemeServe will no longer show post quote questions for declines in Get Quote. Refers also do not show post quote questions by default, but you can change that in Scheme Settings, so additional info can be asked.

Issues Resolved
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#11589 Issue resolved around importing a case with a client from a different agent specified.

#11780 Resolved issue with password reminders sometimes not being sent.

#11772 Tidied up the error message when a background image that is too large is attempted to be uploaded.

#11759 Resolved an issue with the email sent out when a new client is created directly in SchemeServe. You no longer need to click Resend Welcome Emails to make it send.

#11751 Resolved an issue allowing a user to continue by deleting and then re-adding a multipage.

#11748 Improved the editor for editing complex html email messages in the rule builder.

#11727 SchemeServe will now insist active payment schedules are cancelled when you delete a record.

#11721 Discounts now save correctly on Multipage cases.

#11713 General performance improvements to the MTA process.

#11702 Improved the experience when copying rules between schemes using the 'Any' record type.

#11665 resolved issue around certain document header images not appearing on shared sites

#11510 Power users and below can no longer change the inception and expiry date from the Case View Screen.

#11492 It is now possible to change @ to a £ (rate or in full) on a multipage MTA

#11487 Changes made to improve the copying of rates on a multipage MTA at renewal.

#11425 Resolved issue around changing values on a multipage MTA where the figure is not recorded in the matrix, even though the actual premium is updated.

#11420 A change to allow deleted table rows to show on the matrix, while not showing them in documents.

#11291 The access group of 'Users' can no longer change the Inception or Expiry dates of a case.

#11186 The TableRowCount variable no longer includes deleted rows.

#11116 Table within Optional Description is showing twice on Multipage

#10881 Fix for when you change a commission to zero it doesn't update the matrix

#10607 Resolved an issue with the password reminder not working after a username change.

#10376 Fix for ERN validation

#9876 Endorsements dropdown was showing table rows as well as multi-page items.

#9874 When configuring questions in the question editor, the flag 'Show on matrix' now defaults to not selected to save having to untick most of the time.

The update has been tested by our team, however should you notice anything out of place, please do let us know either by calling our support line, or adding a ticket, and we'll make sure to take care of you.

No downtime is expected for this update.