Viewing/Editing Cases

– View Case page now shows when a case is attached to a deleted Agent or Client. – New Case feature now features improved [...]
Read More!

Improved Direct Debiting

– Fully reportable in Reports – Fully automatic (SchemeServe now signs in to BACS website, pulls XML reports and updates transaction [...]
Read More!

Rule Builder Changes (including Import Feature)

– Copy rules between Schemes and Site using Import Rules – New rules for new Scheme Sharing fields “Site.URL” and [...]
Read More!

Website Administration

– Change the order of pages on your Homepage Nav Bar by dragging and dropping, including in-built system pages like Get Quote and Contact [...]
Read More!

Re-Quote for Direct

– Change the order of pages on your Homepage Nav Bar by dragging and dropping, including in-built system pages like Get Quote and Contact [...]
Read More!

Auditing

– Change the order of pages on your Homepage Nav Bar by dragging and dropping, including in-built system pages like Get Quote and Contact [...]
Read More!

Questions Editor

– Change the order of pages on your Homepage Nav Bar by dragging and dropping, including in-built system pages like Get Quote and Contact [...]
Read More!

Marketing: Sitemaps & Search Engine Pinging

Whenever your website Pages are updated, created or deleted, we publish an XML and HTML sitemap and then ‘ping’ the major search engines [...]
Read More!

Agent CRM, the new View Agent page

Updates to the Agent pages which include: – All new page for Viewing and Editing Agents – Add Note feature for keeping a running [...]
Read More!