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Version 19.2.146.0, Is there a way to automatically store the prior coverage info as history?

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Country: USA
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Version 19.2.146.0, Is there a way to automatically store the prior coverage info as history?

When policy renews or changes carriers, updating coverage info for contact or company just overlays the current/prior coverage. There is no historical record created of past coverage. Is there a way to set up an automatic archiving of coverage, or a better manual method than creating an manual entry with type "other" and re-typing all info into the details box?


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Accepted by topic author jgiles
‎08-30-2017 06:25 AM
Bronze Elite Contributor
Posts: 1,409
Country: United_Kingdom

Re: Version 19.2.146.0, Is there a way to automatically store the prior coverage info as history?

If I understand the question correctly you can change most fields to also create History so changes will build up in the history area.

 

Go to Tools, Define Fields, select the field/s and tick Create History.

 

If you want the history saved in the main area of the database you would need a sub-table created and an add-on to help you do this.

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Solution
Accepted by topic author jgiles
‎08-30-2017 06:25 AM
Bronze Elite Contributor
Posts: 1,409
Country: United_Kingdom

Re: Version 19.2.146.0, Is there a way to automatically store the prior coverage info as history?

If I understand the question correctly you can change most fields to also create History so changes will build up in the history area.

 

Go to Tools, Define Fields, select the field/s and tick Create History.

 

If you want the history saved in the main area of the database you would need a sub-table created and an add-on to help you do this.

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Version 19.2.146.0, Is there a way to automatically store the prior coverage info as history?

I assume that you've added fields to the contact table for the coverage information and when you change information in one of these fields the old information is lost. If so you have three options. The first and least useful would be to make those fields history fields so that any change to one of those fields would create a field change history entry. The problem is that the entire coverage set of fields isn't saved only the specific field that's changed. A better option if you aren't using the opportunities. add field to the opportunity table to define the coverage. When coverage changes create anew opportunity reflecting the current information and the old opportunity becomes you history. The main disadvantage is that it doesn't really fit as an opportunity. The third option would be a custom database table. This would be similar to using the opportunities except you would design the table from scratch and not need to work around the existing opportunity table design.
Roy Laudenslager
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Durkin Impact Report Designer
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royel@techbenders.com
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