Navigation:  Quotations > Quotation tabs > Claims History Tab

When in an existing quotation, or in quotation that has been selected  from the search menu, click on Claims History Tab in order to view or edit an existing claim. Once the user has selected the claims history tab, a list will present list displaying all claims relating to this client.

 

 

Click on to open the Claim  to view or edit.  This will open the Claim Detail Screen.

 

 

Once the user has finished making any alterations click on to save.