FAQ ID # 277 - 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.

FAQ ID # 277

Last Update : 2015/09/10
Rating : Not Rated

Question / Issue

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.

Answer / Solution

An agent does have the ability to save a quote that has been locked or is open by another user.

After you have made your changes, please save the quote as a new quote. This can be done by using the following steps:

1) Complete necessary changes

2) On the Menu bar, select Quote / Save As New Quote

3) This will create a new copy of the quote to be saved. The original, locked quote, will remain the same.

If you have any questions or concerns, please contact the ITC Technical Support Department at 800-383-3482 option 2 for Support.

Direct Link to This FAQ

http://www.itcdataservices.com/support/CMPWFAQ/?f=277

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