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FAQ ID # 364
Last Update : 2015/09/15
Rating : Not Rated
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Question / Issue
How do I specify the number of notes included on each quote in the Notes Detail Report?

Answer / Solution
  1. Go to the Gear menu at the top right of the screen and select Preferences.
  2. On the Preferences screen, click on Agency.
  3. In the Basic Reports section, either indicate a maximum number of notes per quote to display for each quote or you can choose to include all notes for each quote.
  4. Click on Save and then Close.


Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=364

Tags
number notes detail report

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