Question / Issue |
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How do I remove some entry fields on the Driver Attributes grid and specifically what fields are they? |
Answer / Solution |
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To remove Items from the Driver Attributes Grid:
NOTE: You must have Agency Admin access to make this change.
- Go to the Welcome menu on the upper right and select Preferences
- On the left side click on Agency and then select Quote Entry.
- Then on the next window that pulls up click on Auto
- In the Attributes section at the bottom of the screen, click the box next to uncheck the items in the Driver Attributes box that you do not want to show in the Driver Attributes grid on the Drivers tab.
- NOTE: All unchecked items will be moved to the Additional Attributes section of the Driver's tab and can be hidden by each user (just click on the hide link on the right side of that section's title bar)
- NOTE: You can make changes to the Single Screen and Cars tabs by unchecking items in the Vehicle Attributes box.
- NOTE: You can make changes to the Single Screen and Policy tabs by unckecing items in the Quote Details box.
- Click on the Save and Exit button.
- Specific items that can be removed from the Driver Attributes grid:
- Prior Insurance Entries
- Driver License Entries
- SR22 Entries
- Occasional Operator
- Months Since Suspension
- Employment Entries
- Disabled
- Miles To Work
- Education Level
- Residency Type/Status Entries
- Property Insurance
- Months at Residence
- Good Credit
- Bankruptcy
- Multiple Policies
- Driver Training
- Defensive Driving Entries
- Single Parent
- Drug Awareness
- Suspended License
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