Rename "Re-quote" button

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Daniel Beardwell

30 April 2014 10:51

Could you rename the "Re-quote" button to "New case with client" 

The current button is quite misleading. A requote should rerun the existing case as the client to reapply rules and rating, effectively keeping the same case number. 

The current requote button just runs through a new quote with the existing client and populated fields. This means that when you change client details on a requote, the original client is also updated which shouldn’t happen on a requote.  

“Re-quote” should be a separate button - I assume this would be a feature request? 

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  Mark Williams 30 April 2014 10:57

  I agree, re-quote is very misleading. We often end up with 4 or 5 quotes on the system and it is difficult to tell straight away that they are re-quotes or what has changed from the original.

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