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FAQ ID # 329
Last Update : 2012/11/14
Rating : Not Rated
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Question / Issue
What is the difference between Quotes Entered and Quotes Modified?

Answer / Solution

When running a report and using Quotes Entered as the criteria for the report, you will only see quotes that were originally created on the date specified.

 

 

Whereas, if you choose Quotes Modified as the criteria, you would then see only quotes that were changed and resaved on that date.

 

 

As an example, let’s say you created a quote for Sally Insured on 11/01/2012 and then reopened Sally’s quote and resaved it on 12/01/2012.

·         The Quote Entered date for Sally’s quote would be 11/01/12

·         The Quote Modified date for Sally’s quote would be 12/01/12



Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=329

Tags
Quotes entered modified report

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