BFS Version: 2.02
Add entry to policy
- Select the Insurance Policy you want to add an activity entry to by clicking on its name. The selected policy will have a checkmark to the far right.
- Click on the create button
in the Activity Log group box.
Add entry to Claim
- Select the Insurance Claim you want to add an activity entry to by clicking on the claim no. The Claims Overview tab will be selected.
- Click on the create button in the Activity Log group box.