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8 FAQs Found
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I had a quote started by our intern that she saved. When I tried to open it at a different station under another account, the program asked me if I wanted to use it as a read only or to unlock it so it could be changed. Since more work needed to be done, I unlocked it. When I finished the quote and tried to save it I received the following message: "An error occurred saving the quote [XXX]. The Save Failed [The policy save failed. You do not have the policy locked.]." How do I now save this quote for later reference? Can I "Lock" this quote somehow so I can save it? Little help here.
The Binder option is closed, although the ID Card option is open. How do I get the Binder page to open for a client?
How do I change my browser to not switch to the next open tab after bridging from the Comparative Rater when I have multiple browser tabs open?
How do I open a saved quote?
How do I open a new quote from a quote template other than my default quote template?
How do I change the location of my cursor's starting entry field when I open a new quote?
How do I change the way the program opens to start a new quote?
How do I switch between quotes that I have open?
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