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FAQ ID # 407
Last Update : 2015/09/15
Rating : Not Rated
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Question / Issue
How do I turn on / off the requirement to enter a First and Last Name?

Answer / Solution

To edit the requirement for a First and Last Name to be entered on every quote:

  1. Go to the Gear menu > Preferences
  2. Click on Agency
  3. Click on Quote Entry, select Yes to "Make First and Last Name a Required Entry"
  4. Click Save and then Close


Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=407

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