Difference between revisions of "Main Page"

From SchemeServe Help
Jump to: navigation, search
 
(21 intermediate revisions by one other user not shown)
Line 82: Line 82:
 
* [[Extensions#SMS_Messaging|SMS Messaging]]
 
* [[Extensions#SMS_Messaging|SMS Messaging]]
 
* [[Google_analytics|Google Analytics]]
 
* [[Google_analytics|Google Analytics]]
 +
'''Security'''
 +
* [[Resetting your support Master PIN|Master PIN Reset]]
 
'''Administration'''
 
'''Administration'''
 
* [[Editing Schemes|Schemes]]
 
* [[Editing Schemes|Schemes]]
Line 114: Line 116:
 
* [[Development Mode]]
 
* [[Development Mode]]
 
* [[Formula Sandbox]]
 
* [[Formula Sandbox]]
* [[Preventing mail being marked as spam]]
+
* [[Custom Email Authentication]]
 
* [[How to email your staff on refer]]
 
* [[How to email your staff on refer]]
 
* [[Building a Quick Quote process]]
 
* [[Building a Quick Quote process]]
Line 131: Line 133:
 
* [[Importing Cases]]
 
* [[Importing Cases]]
 
'''Printable Guides'''
 
'''Printable Guides'''
* [[Creating a rule to refer at a specific sum insured]]
+
* [[Guide:Creating a rule to refer at a specific sum insured]]
 
'''Due Diligence'''
 
'''Due Diligence'''
 
* [[Frequently asked questions about due diligence]]
 
* [[Frequently asked questions about due diligence]]
Line 148: Line 150:
  
 
'''The SchemeServe Team'''
 
'''The SchemeServe Team'''
 
== About SchemeServe Insurance Software ==
 
 
<table cellspacing="0">
 
<tr>
 
<td colspan="2">
 
If you're not yet an SchemeServe user, you may find the following articles of interest:
 
</td>
 
</tr>
 
<tr style="background: #eef">
 
<td style="vertical-align:top; border-top: 1px solid #ccf; border-left: 1px solid #ccf; border-bottom: 1px solid #ccf; padding: 1em;">
 
* [http://www.SchemeServe.com Product Overview]
 
* [http://www.schemeserve.com/theService/passionate-support/ Getting Support]
 
* [http://support.admnetwork.com/forums/84058-schemeserve-answers Frequently Asked Questions]
 
* [http://www.schemeserve.com/thePlatform/ Feature Tour]
 
* [http://www.schemeserve.com/theService/api/ API]
 
</td>
 
<td style="vertical-align:top; border-top: 1px solid #ccf; border-right: 1px solid #ccf; border-bottom: 1px solid #ccf; padding: 1em;">
 
* [http://www.schemeserve.com/theService/contact-us/ Pricing & Free Trial]
 
* [http://www.insurancesoftware.co.uk Insurance Software Blog]
 
* [http://www.schemeserve.com/docs/TermsOfService.pdf Terms of Use]
 
* [http://www.schemeserve.com/theService/meet-the-team/ Who Are ADM?]
 
</td>
 
</tr>
 
</table>
 

Latest revision as of 15:20, 15 November 2018

SchemeServe User Guide

Your Company & Website

Quotations & Policy Administration

Clients

Agents

Claims

Debiting Your Customers

Optional Extensions

Security

Administration

Accounting

Reports

Developers / API

Tips & Tricks

Importing Data

Printable Guides

Due Diligence

 

Welcome to SchemeServe Help

This is our SchemeServe software Help Guide. See our insurance software website for more information on SchemeServe and related products.

If you can not find what you are after and believe that it should be listed in the help guide please raise a support ticket here: https://support.schemeserve.com/tickets/new

The SchemeServe Team