The ability to list referral reasons (via a token) on the Quotation Summary screen.

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8 comments

  • Official comment
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    John Price

    There is now a document token called [RecordReferralsHtml] which allows this to be include on the Quote Summary screen.

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    Ben Coleman

    Great idea.

    Ben

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    Natalie Williams

    It would be great to be able to add them to any document. This would help when referring cases to underwriters.

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    Mark Williams

    This would be really useful if we could include in other docs too.

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    John Price

    This sounds like something similar to the [Underwriting.Conditions] and [Underwriting.Memorandum] tokens work, producing a block of text.

    That what you think might work?

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    Mark Williams

    That would be perfect John :)

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    Ed Halsey

    That's exactly what I'd had in mind John.

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    Ed Halsey

    Any plans for this one JP?

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