FAQ ID # 267
How to enable Auto Save
Last Update : 2017/11/17
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Question / Issue
How do I turn on or off the Quote Auto Save option?

Answer / Solution

To activate the auto save feature you must be an Agency Admin:

  1. Go to the Welcome/Gear menu and select Preferences
  2. Click on Agency and then Quote Entry.
  3. Select Yes for Save Quotes Automatically.
  4. Click on Save to apply the changes and close the screen.

This feature will auto save quotes when they are rated.  In order to help you identify the quote, we require a first and last name to be entered when rating when this is activated.  A message will appear every time a quote is rated letting you know if the quote was successfully saved.

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