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FAQ ID # 74
Last Update : 2014/08/13
Rating : Not Rated
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Question / Issue
What is the Quote Description entry field used for?

Answer / Solution

Quote Description entry field:

  1. The Quote Description entry field is found on the Policy tab in the Additional Information section. 
  2. This entry field can used several ways:
    • This entry field can be used, for example, on saved quotes that change from a quote to a bound policy.
    • To help you distinguish multiple quotes for one insured that is viewed on the Open Quote screen.
    • To run reports on several different quote types (i.e. New business, Renewals, a description for how many were sold or bound. etc).
  3. To add to or modify the dropdown list of items, view the FAQ link below.

 


Related FAQs
How do I add Quote Descriptions to the program?

Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=74

Tags
Quote Descriptions use

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