FAQ ID # 364

Last Update : 2015/09/15 Rating : Not Rated

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Question / Issue

How do I specify the number of notes included on each quote in the Notes Detail Report?

Answer / Solution

Go to the Gear menu at the top right of the screen and select Preferences. On the Preferences screen, click on Agency. In the Basic Reports section, either indicate a maximum number of notes per quote to display for each quote or you can choose to include all notes for each quote. Click on Save and then Close.

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http://www.itcdataservices.com/support/CMPWFAQ/?f=364

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number notes detail report