Difference between revisions of "Main Page"

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(SchemeServe User Guide)
(SchemeServe User Guide)
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* [[Jumping straight to a specific Client]]
* [[Jumping straight to a specific Client]]
* [[Editing Client account details]]
* [[Editing Client account details]]
* [[Importing Client Details from External Sources]]
* [[Exporting Client Details for External Use]]
* [[Searching for existing Agents]]
* [[Searching for existing Agents]]

Revision as of 03:23, 7 November 2012

SchemeServe User Guide

Your Company & Website

Quotations & Policy Administration




Debiting Your Customers

Optional Extensions




Tips & Tricks


About SchemeServe Insurance Software

If you're not yet an SchemeServe user, you may find the following articles of interest:

What is wiki.schemeserve.com?

This wiki is a community-driven SchemeServe software Help Guide. See our insurance software website for more information on SchemeServe and related products.

Wikis improve upon traditional knowledge-bases and product manuals by allowing anyone who registers to create new articles and update existing ones. As Wikipedia has shown, wikis generally end up being more accurate, complete, and up-to-date than their centrally-managed brethren.

If you would like to contribute to this wiki, please make sure that the information you would like to add does not already exist. It may be that such material hasn't yet been properly categorised, so it may be necessary to search for it.

For a listing of articles available in this Wiki, you can browse the categories.

Thanks to everyone for their wiki contributions!

The SchemeServe Team