SchemeServe Update - May 2018

We are pleased to announce that SchemeServe was updated Thursday night (17th May) with the following new features and updates:

New Features

Added a Cancel policy button, this allows you to select what date you wish to cancel the policy from and will work out the RP from there.
Added the ability to search cases by Insurer.
Added new rule actions: Add Agent/Client/Policy Group and Set Import Ref.
Added a warning to inform people when they try and leave or press back during Get quote that questions will not be saved.
Added a new payment message – Payments are overpaid, this will appear on a policy if too much money has been collected.

Tickets Resolved

#17157 – Improved performance of the Claim Types Editor
#17123 – Fixed an issue where agents could create users with the same username as an admin user, causing issue when one tries to log in.
#17100, #17008, #17017 - Fixed an issue with some renewals causing an error in Get Quote.
#16978 – Fixed an issue where certain actions can cause a client's policy to set to Pending after they have used the data capture for DD payment.
#16717 – When a scheme is configured to allow commission flex but the case is referred or simply aborted a button appears to allow you to amend / set the flex.
#16764 – Allow the rating to access Map flow questions of MGAM to populate hidden fields from within MultiPage.
#16725 - Stopped guest users from seeing the Clients and Agents tabs, which they couldn’t access.
#16716 – The privacy link went to an old unused link, this is now updated.
#16593 – When using a different time zone you can now remove GMT from the list.
#16304 – When you clicked back on a page some questions were not saving, this is now resolved.

Should you notice anything out of place, please do let us know by calling our Obsessive Support(tm) telephone line, and we'll make sure to take care of you.