Prospects - linking connected records

Started by Andrew Carrick, January 20, 2011, 11:02:46 AM

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Andrew Carrick

January 20, 2011, 11:02:46 AM
We can't conglomerate Prospects so do any of you have a system for making it clear to users that two prospects may be connecetd? We could use sticky notes but it's not ideal.
Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.

Ray Alvarez

#1
January 20, 2011, 12:03:00 PM
Since we always go into the Commercial Info Detail screen after we bind a line & move it to Clients in order to fill in the "Date of 1st Coverge" field, we put a note in the Notes field in CAPS reminding us to conglomerate.
Ray Alvarez, AAI, AIS
Petschauer Insurance Agency
New York City
TAM 2014;
Exchange; Win2003 Server; 15 Users
Upload, Download/TS/CL/PL

Andrew Carrick

#2
January 20, 2011, 02:10:17 PM
Hmmm. Notes could be a way. Thanks.
Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.
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