Answers/SchemeServe Feature Requests
PlannedDoneNot planned
Add Client and Add Broker facilities on Broker and Client tabs
Adam Bishop
suggested this on May 20, 2010 09:04
Suggestion for an Add Client button on the Client tab and and Add Broker button on the Broker tab, allowing both brokers and clients to be added to SchemeServe without following the Get Quote process.
Comments
Adam, this one should be in the next release and should replace the current sign up process. It is not right that Joe Bloggs brokers can signup for the system and put something on cover without us knowing
Any more thoughts on this Adam?
Hi Jon,
After popular demand we changed the Get Quote and Agent Registration process in our last SchemeServe release. This has meant that brokers/agents must now be approved before they can trade.
We hope that in future we can create a version of the Client and Agent registration screens for internal use so they can be accessed without using Get Quote but this has not gone into development.
We'll keep you posted on this.
Best wishes,
Adam
An "Add Agent" option would be great as the only way I can see to do this currently is sign up as if I were the agent via "Get a Quote"
Is there any news on this. The problem is that we cannot add a broker without them receiving an email.
Cheers.
Mark