Client Summary |
  
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Client Summary |
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Client Summary/Global View
This tab shows all activity of a client across all modules: Tasks, Quotes, Policies, Claims, Documents, Communications and Financial.
1. Click on the 
tab to view the detail.
2. Simply click 
to expand the selected item record.
3. Simply click 
to minimise the selected item record.
4. Simply click 
to open the selected item record.
By default on entry to this screen, current items are displayed such as “Active Quotes”; “Open Claims”; “Outstanding Invoices”. Parameters allow the results to be changed by selecting the required parameters and clicking the ‘Load’ Button. Parameters can restrict searches by selected items, for selected dates, and users. Document searches can also be restricted by categories and meta tag data.