Assigning Producers

Started by Heather Reetz, March 24, 2010, 11:41:45 AM

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Heather Reetz

Can I change producer codes on Client Screens and/or policy detail screens en masse with a report or utility?  Or is a "rename" my only option?  There's got to be a utility for this somewhere I'm not thinking of, right?
Heather Reetz
Yes, there really is a Kalamazoo!

JohnGage

I don't believe there is such a utility.  A work around would be to edit the name corresponding to the code you want to change. 
John Gage
Systems Admin
Knight Crockett Miller Insurance Group - Toledo, OH
4 locations in Ohio and Indiana

53 users TAM Online

brinkerdana

Contact Randy@teichdataservices.com.  I believe he's got a way to do this.
Dana Brinkerhoff
Retired