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. Using Policy 1/2 for a digital document will check the box in the customer's record upon acceptance in the Find Documents Window
  5. Check Show in Customer List for either policy you wish to display.
  6. Click Close to finish.

 

 

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