FAQ ID # 426 |
Last Update : 2016/07/25 Rating : Not Rated |
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Question / Issue |
How do I resort ranked companies? |
Answer / Solution |
The Agency Admin has the ability to always sort by the Ranked column on the Comparison screen or allow their users to resort using the other columns after the quote has been rated.
1. Go to the Welcome menu –> Preferences –> Agency
2. Select Company Ranking
3. Check “Allow ranked companies to be resorted after initial view.” And select Save.
When this option is selected, the user will be able to sort by whatever column they chose to on the Comparison screen after first rating the quote.
When this option is not selected, the users will not be able to sort by any column. They will only be able to sort by the Rank column on the Comparison screen.
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Related Links | |
How do I set up my Ranked Companies? | |
What are Active Companies? | |
What are Ranked Companies? |
Direct Link to This FAQ |
http://www.itcdataservices.com/support/CMPWFAQ/?f=426 |
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