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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.
, multiple selections available,
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Add activity entry to policy or claim
Add activity entry to policy or claim
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Create Claim
Create Claim
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Create transaction for a policy or claim
Create transaction for a policy or claim
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Insurance Accounts
Insurance Accounts
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Create Insurance Programs
Create Insurance Programs
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Create Insurance Policy
Create Insurance Policy
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