graham argyle
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how do you add to documents ? at present we have to add to a word document and then save under notes - Thanks Graham Argyle
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this would be very usefull for providing info on a borderaux to insurers
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It would help if the layout followed the policy format
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Good idea - from the worlds worst speller
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Would it be possible to add free type text as well
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Agree - fee should no carry over - however will the system reduce or increase the "fee" for the following renewal
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The system we use allows us to enter the insureds name in one box and the trading name in another- the search program only alows us to search in the insureds name box - however we are often only gi...
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It would be usefull if the claims details could be cross ref with the client details as we produce our SOF from the client details and it would save us having to check claims agianst the SOF at eac...