Certificates of Insurance in 10.7

Started by Jeff Zylstra, January 07, 2011, 04:43:46 PM

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Jeff Zylstra

Just an FYI...

In the certificates module in 10.7, the signature function doesn't work quite as expected.  In older versions of TAM, you typed in the file name of the PCX file for your various signatures - IE "JeffSig.PCX".  If you type anything into the filename box in the 10.7 certificate print routine, it will only allow 3 characters to be typed.   

What you are supposed to do is double click on the blank filename box and a list of the available PCX signature files will appear.  There is no drop down selection box, change in cursor shape, or anything else to indicate what you need to do.  I called support, and the tech thought this was wierd too, so he put in a PMR to either have a change in cursor shape to a "?", or a drop down selection box put in.
"We hang the petty thieves, and appoint the great ones to public office"  -  Aesop

Kevin Crow

Kevin Crow
Kapnick Insurance Group
@kevincrow1 on Twitter
www.linkedin.com/pub/kevin-crow/8/8b6/4bb/

Bob


Assuming F4 at same location will do same as double click and bring up list?  Asking not telling LOL!  :)

Ian Blundell

F4 doesn't appear to work.  We use just the one signature agency wide.  It remembers what was there before so this has never been an issue for us.  I dont remember ever having to add it so I have to assume that it also remember the name from previous versions of TAM.
Ian Blundell
BHB Insurance
35 users, TAM 10.7, Fax@vantage 7.2

Jim Jensen

Quote from: Jeff Zylstra on January 07, 2011, 04:43:46 PM
Just an FYI...

In the certificates module in 10.7, the signature function doesn't work quite as expected.  In older versions of TAM, you typed in the file name of the PCX file for your various signatures - IE "JeffSig.PCX".  If you type anything into the filename box in the 10.7 certificate print routine, it will only allow 3 characters to be typed.   

What you are supposed to do is double click on the blank filename box and a list of the available PCX signature files will appear.  There is no drop down selection box, change in cursor shape, or anything else to indicate what you need to do.  I called support, and the tech thought this was wierd too, so he put in a PMR to either have a change in cursor shape to a "?", or a drop down selection box put in.

I hadn't noticed, since ours default to the user and we don't put other people's names on them. I don't know if was originally a recommendation or requirement but our filenames are 3 characters.
Jim Jensen
CIC, CEO, CIO, COO, CFO, Producer, CSR, Claims Handler, janitor....whatever else.
Jensen Ford Insurance
Indianapolis