Displaying custom policies in the customer list

If you have a policy you wish to show in the customer list, such as a certification, you can set it up to display in the main settings. Note that you can only have Policy 1 and 2 display in the customer list.

  1. In the Data Entry main window click Manage and select Settings to bring up the Configure Settings window.
  2. Click the Waivers/Custom tab.
  3. Under Custom Policies/Skills/Text check Use Policy 1 and/or Use Policy 2. Enter the name of the policy/skill/instruction.
  4. Check Show in Customer List for either policy you wish to display.
  5. Click Close to finish.

 

 

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