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can i attach notes directly to a policy, rather than just the client

New Member
Posts: 3
Country: Australia

can i attach notes directly to a policy, rather than just the client

Hi All,

 

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..............

 

any thoughts?

 

thanks in advance

Nickel Contributor
Posts: 410
Country: Canada

Re: can i attach notes directly to a policy, rather than just the client

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.

 

Ken Quigley, BA, MCSE, ACC, APT
Toronto, Ontario
www.keystroke.ca
Copper Elite Contributor
Posts: 108
Country: United States

Re: can i attach notes directly to a policy, rather than just the client

Don,

 

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.