Referral Report

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Richard Thorne

19 July 2013 16:30

Is it possible to genragte a report per scheme showing policys/quotes which have referrals?

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  Chris 22 July 2013 13:56

  Hi Richard,

  
  This is possible. When you create a new report just choose 'Referrals' from the report type dropdown.

  This will then give you access to the new column fields from the dropdown list being:

  - Referral Authority

  - Referral Date

  - Referral Reason

  - Record Inception Date

  
  Kind regards,

  Chris

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  Richard Thorne 22 July 2013 14:37

  Thanks Chris

  Great help

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