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Activity Log Items

Activity Log Items

BFS Version: 2.02

Insurance policies and insurance claims separate grouped activity logs.

The activity log items are listed in a group box with information such as subject and body visible.

By clicking the i-icon  you can see all the information about the item.



By clicking the action menu you can edit or send the item as an e-mail to the client.

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Add activity entry to policy or claim
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Create transaction for a policy or claim
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Create Insurance Programs
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Create Insurance Policy
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