12-18-2008 09:30 PM
We use ACT to manage our insurance clients. When we make a notes on the clients notes/history information about different policies however it all sits attached to the client, not the specific policy. Is there any way we can attatch the note etc direct to the policy?
The policy tab sits along side notes, activities, history etc..............
thanks in advance
12-21-2008 07:18 AM
ACT! is contact centric, and therefore the notes will only attach to the contact. You may wish to explore some ACT! addon products, one of which might be Topline Designer. It has the ability to create tables within contacts which sounds like might be of use to you.
12-22-2008 03:49 AM
I agree with Ken you should check out Topline Designer at ToplineResults.com. There was at one point a demo on the site showing an example of an implementation using Service Contracts and Incidences pertaining to each service contract. This is a parallel example for what it sounds like you are looking for. You could have a tab for Policies and then another one to drill down the policy details.