FAQ ID # 33

ItcDataServices.com

Last Update : 2009/09/04
Rating : Not Rated
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Question / Issue
How do I delete old quotes that we no longer need?

Answer / Solution

To delete quotes:

  1. Since the Multi-Peril and Wind Only databases are separate, you will need to select the line of rating that you want to delete quotes for.
  2. Click on the Open button at the top of the screen.
  3. You will be taken to the Open Multi-Peril Policy, Open CNR Multi-Peril Policy or Open Wind Only Policy screen, depending on which line of rating you are in.
  4. Click on the Delete button at the far left of the screen next to the quote you wish to delete.
  5. You will be asked to confirm that you want to delete the quote.
  6. If you click on Yes, the quote will be deleted and no longer appear on your open policy screen.
  7. Repeat the steps above for all quotes you want to delete.
  8. Once you have delete your quotes, click on the Cancel button to exit the screen.
  9. You will be taken back to the line of rating you originally selected where you can:
    • Start a new quote OR
    • Click on  the Main Menu button to exit to the main screen OR
    • Click on the Log Out button to exit the program.

NOTE: Any quotes that are deleted can not be retrieved.  You will be asked to confirm the deletion of the quote before it is removed.



Direct Link to This FAQ
http://www.itcdataservices.com/support/trfaq/?f=33

Tags
Delete quotes retrieve Open
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