Subject: E-Z News Vol. 8: Policy Summary Setup
November 12, 2001
e-Z News is designed to help you maximize your use of the
Client Data System (CDS) program. Watch your e-mail for each
edition featuring tips, tricks and how-to's.
Tip of the Week: Policy
Customizing how you view
your contacts' policies is simple with the Policy Summary Setup feature.
our example we want to view the policy summary screen by Role (e.g., Owner, Insured). From any
contact record, click Tools, Policy Summary Setup.
Policy Summary Options box allows you to customize how your contacts' policies
Selection: Allows you to display the policies either by Individual or Household.
Choosing Household will display the policies for the active contact
and all family members who have linked contact records.
Grouping: You can choose to display the policies by Type or Role. Role will
display all the policies where the contact is listed as an Interested
Party. Let's choose Role.
the policies for the selected contact are now displayed by Role.
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