FAQ ID # 85

Last Update : 2009/12/06

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Question / Issue

How do I view a log of company correspondence that has been entered in InsurancePro?

Answer / Solution

From the Agency Tools menu, select View Company Log. Choose your filter: Date Company Activity Then click on the Refresh button. To view individual log notes, highlight the item at the top of the screen.  The log notes will be display in a yellow box below the list of logged notes. You can print this list or delete individual logs by using the buttons at the bottom left of the screen.

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http://www.itcdataservices.com/support/IP6FAQ/?f=85

Tags

Company notes logs