Category "Quick Guides"

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Managing QuickLists

This article explains how to create a Quick List. The Quick List allows the user to create user defined queries based upon system (predefined) searches.

Running a List of Active Clients

This article explains how to pull a list of active policies and merge search results on to a letter or mailing labels.  This also includes instructions to create only one letter or label per client.

Moving a Policy Across Entities

This article explains how to move a policy (and client) from one entity into another entity using the import/export debug function.

Policies Downloading into One Client

This article explains why a series of downloaded policies may be to going to the wrong client. It also explains how to stop this and prevent for future downloads.

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