Commission Tracker Wing Tip of the Week |
Welcome to our "Weekly Wing Tip" from The Commission Tracker Owl!
This week we are going to talk about:
New Option has been added to NOT auto-expire policies. After the policy renewal date has passed, the policy status will remain the same instead of changing to "Expired".
New Option has been added to show Active and/or Inactive Clients in the Client Tree View. The Client screen now has checkbox to flag Inactive clients. This is to help reduce the total # of clients in the Client Tree View.
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