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4 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.
I am new user, is there a Quick Start User guide for TurboRater?
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?
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