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  • creat an activity record when sending emails to custom email addresses
    • Howard Collins
    • Created February 18, 2014 09:05
    2 votes 0 comments
  • Is there a way to stop reports being ordered by Scheme ?
    • Natalie Williams
    • Created February 17, 2014 12:39
    1 vote 1 comment
  • Put Schemes into Groups for Broker Access
    • Jon Collis
    • Created February 06, 2014 12:11
    3 votes 2 comments
  • Message Centre
    • Jon Collis
    • Created February 06, 2014 12:06
    3 votes 5 comments
  • Additional setting for shared schemes (hide on host site but active on shared site) Completed
    • Natalie Williams
    • Created February 04, 2014 16:16
    5 votes 3 comments
  • Renew Button
    • Richard Thorne
    • Created January 24, 2014 11:29
    0 votes 1 comment
  • what is the field used to pull in the username in the matrix?
    • Richard Thorne
    • Created January 16, 2014 14:22
    0 votes 1 comment
  • Ability to limit user scheme access at user level rather than scheme level.
    • Ed Halsey
    • Created January 16, 2014 10:41
    1 vote 0 comments
  • IF statements in Reports
    • Richard Thorne
    • Created January 14, 2014 14:53
    0 votes 2 comments
  • Are you looking for someone to share your schemes with?
    • Ed Halsey
    • Created January 09, 2014 12:26
    1 vote 0 comments
  • How do I use the Formula Sandbox?
    • Daniel Beardwell
    • Created December 10, 2013 10:16
    1 vote 8 comments
  • How can I add some existing formula fields to my report ?
    • Howard Collins
    • Created December 09, 2013 14:59
    0 votes 2 comments
  • Prevent or Warn user if they are changing a date if there is a later policy
    • Natalie Williams
    • Created December 05, 2013 11:08
    6 votes 2 comments
  • Email Template
    • Edward Hampton
    • Created December 05, 2013 09:40
    1 vote 2 comments
  • Improved Diary Completed
    • Sarah Geddes
    • Created November 28, 2013 15:00
    2 votes 4 comments
  • Password Strength Indicator - At Account Creation
    • Martin Jackson
    • Created November 04, 2013 16:26
    3 votes 1 comment
  • How do I check the agent in the matrix?
    • Daniel Beardwell
    • Created October 30, 2013 10:56
    1 vote 8 comments
  • Refer fields in E Mails generated by Rule Builder
    • Colin Kippin
    • Created October 25, 2013 10:54
    3 votes 0 comments
  • Using Email Rules
    • Richard Thorne
    • Created October 25, 2013 10:24
    0 votes 3 comments
  • Email "from" address on shared sites when using the main site
    • Natalie Williams
    • Created October 16, 2013 16:35
    3 votes 1 comment
  • "Risk Group" needed as a report condition
    • Natalie Williams
    • Created October 08, 2013 13:51
    1 vote 2 comments
  • Total Commission from Insurer to be added to case matrix
    • Natalie Williams
    • Created September 18, 2013 11:41
    2 votes 1 comment
  • We need a Cancel button next to the MTA button on the system Completed
    • Jon Collis
    • Created September 18, 2013 07:54
    8 votes 13 comments
  • Can different versions of the Quotation Summary Document be made for NB, MTA's & Renewal
    • Jon Collis
    • Created September 17, 2013 19:05
    1 vote 7 comments
  • Headers and Footers in documents
    • Teresa Manguzi
    • Created September 16, 2013 11:18
    0 votes 1 comment
  • Page Editing for MTA's/Renewals to be extended to include New business stage only
    • Julie Kippin
    • Created September 13, 2013 08:10
    5 votes 2 comments
  • Exposure / Current Risks Report
    • Natalie Williams
    • Created September 10, 2013 15:21
    3 votes 3 comments
  • is it possible to get a report of all users for all agents?
    • Richard Thorne
    • Created September 09, 2013 10:49
    0 votes 3 comments
  • Limits based off questions
    • Daniel Beardwell
    • Created September 09, 2013 09:41
    3 votes 1 comment
  • Switching Agent for an existing Case
    • John Kavanagh
    • Created September 04, 2013 20:05
    3 votes 8 comments
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Obsessive Support UK Correspondence Address SchemeServe, Kemp House, 152 City Road, London EC1V 2NX. United Kingdom. Registration 04092583