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Here are some suggestions for making Claims in TAM a bit more user friendly.

  • type the Claim reference number as the first 6 digits of the Description feld. This helps with searching for claims in the Attachments area when linking a dcument to a claim. This does mean you have to create the claim first then go back and edit it once you've got the ref number, but it's a quick job.
  • type the Claim ref as first 6 digits of an Activity Description; again this helps with searching - remember Activities do no link to Claims.