Audit Trail - Policy History

Started by Andrew Carrick, April 07, 2010, 04:07:08 AM

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Andrew Carrick

April 07, 2010, 04:07:08 AM
When you make a change on a Billing Screen or Application, system prompts for "Save to History" but doesn't record the operator for that change. Does anyone have an issue with that, or a work-around? Just seems that Applied are missing a trick here. You could rely on Activities for the audit traiol but it's an extra step.
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.

Gene Foraker

#1
April 07, 2010, 09:08:39 AM
To do that, it would require an activity in addition to the move.
Gene Foraker CPCU
Gates-Foraker Insurance Agency
Norton, OH


My posts are a natural hand made product. The slight variations in spelling and grammar enhance its individual character and beauty and in no way are to be considered flaws or defects.
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