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pageTRS2 Reporting

On a capital insurance account, the owner of the account is not always the user that should be set as a decision maker on a trade. Therefor Therefore it is possible to set a default decision maker on the account so that this would be the correct person when trading on the account.

First, we need to configure the account type so that the possibility to add a decision maker on the account is activated. Go to System Data > Account Types and edit the account type you wish to use. Check the checkbox Capital Insurance and save the changes.

Now when you create or edit a capital insurance account it is possible to set which decision maker to use on the account. Go to the Relations tab and set the desired user.