AutoRating.TurboRater.com

FAQ ID # 4
Last Update : 2015/11/20
Rating : Not Rated
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Question / Issue
How do I change the way the program opens to start a new quote?

Answer / Solution

Program Startup screen:

  1. From the Gear menu at the top right of the screen, select Preferences. 
  2. You click on Startup Option:
    • No Quote - Opens the program to a blank screen giving you link options to open a new or saved quote.
    • New Quote of Type - Opens a new quote based on the line of rating and state selected with this option.
    • New Quote (Last Line and State) - Opens a new quote based on the previous line and state selected.
    • Find Client - Opens a screen for you to search for a saved quote (you can start a new quote from this screen if you can not find the saved quote you are looking for).
  3. Once you have made your selection, click on the Save at the bottom of the window.


Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=4

Tags
Program Quote Startup screen preference

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