How to email your staff on refer

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SchemeServe allows you create Refer Conditions within the Rule Builder when certain criteria are met such as when a New Quotation is received and this has a very high sum insured or poor claims experience.


These rules will create a Refer on the Case record which then has to be cleared by a user with suitable access rights.


It is also possible to configure the Rule in such a way that an email can be generated to a specified email address to notify users that Refers have just been triggered.


To add this extra option on any of your Refers all you need to do is to add a further Action - this is the area on the Right


Edit the Rule and then select Send Email from the drop down box


Then enter the email address where you want the notification to be sent


Type in the text that you want to appear in the email - this will probably we a similar message to the one that you have which appears in the Refers box on the Case.


Click the Save Icon and thats it, this is fully configured.