Question / Issue |
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How do I add/remove/or change the position of columns on the Comparison screen? |
Answer / Solution |
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Comparison screen columns (addition/removal/positioning):
- Go to the Gear menu and select Preferences.
- Click on User on the left side.
- Click on Quote Comparison on the right side of the window.
- Click on the line of business(Home, Auto, etc).
- To move the position of any one column:
- Left click to highlight the item you would like to move.
- At the end of the highlight bar for that item, you will see and up and down arrow.
- Clicking on the arrows will move the position of that item up or down
- Once you have made your selection(s), click on the Save button at the bottom of the screen.
- If you choose to display the Commission % and/or the Commission Amount columns you will want to enter the commision percentage value for each company.
Click here for instructions on how to enter the Commission % for each company.
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