Applied Users Forums

General Topics => Helpline => Topic started by: Sara Lieser on March 16, 2012, 10:57:59 AM

Title: Applicaiton Pre-fills
Post by: Sara Lieser on March 16, 2012, 10:57:59 AM
I see that we can program applications with prefills and that when adding a new line for that coverage staff can choose to use the appropriate pre-fill.  Is there a way to set a pre-filled application as the only option or a way to program default values? 

I see that we can set default values on the client detail screen and billing detail screens but we would like to do the same type of thing with applicaitons.
Title: Re: Applicaiton Pre-fills
Post by: Lance Bateman on March 16, 2012, 01:22:13 PM
I don't believe you can set pre-fills as the only option - and I'm not sure you'd want to.  What if a customer is choosing higher limits than the prefill?
Title: Re: Applicaiton Pre-fills
Post by: Sherry Burrell on March 16, 2012, 04:19:11 PM
Pre-fills are just defaults - you can always change the limits on the apps.  Plus you can set up multiple defaults for one app - ex. 100/300/50, 100/300/100, 250/500/100 as three different auto defaults.