The Daily(?) Querier

Archive

RSSDaily Querier (63)

Date Title
2010-05-07 Report Designer: Sorting multiple fields in the Group Header
2010-05-06 Employee Access to 'Secured' Customers
2010-04-13 Update to Writing & Parent Company Counts - New Field
2010-03-31 Data Scrubbing - Writing and Parent Company Counts
2010-03-05 Policies with multiple Producers earning Commission
2010-01-13 QueryPlus Backups
2009-12-04 Querying Agency Default Commissions
2009-11-11 Customers with no Active Policies
2009-06-24 Prospects - or Suspects - with Active Policies
2009-06-24 Inactive Customers with Active Policies
2009-06-24 Customers with one Policy but not another
2009-06-16 Customers who do NOT have a certain Policy LOB
2009-05-29 Profile Questions, Answers and Custom Fields
2009-05-29 Report Designer - Adding Images
2009-05-28 New Queries and Reports added to the Knowledge Base
2009-05-22 Duplicate Data Trap - The importance of selecting the correct fields
2009-05-20 Policy Submissions Queries
2009-05-07 Policy Transaction Type vs. Policy Basic Transaction Type
2009-05-01 Filtering for Active Policies the easy way
2009-04-24 Commercial Specialty Fields now available for AMS360 and AfW
2009-04-22 Production Analysis Report Updated
2009-04-22 Commercial Specialty Risk Questions and Answers
2009-03-23 QueryPlus External Communications
2009-02-16 Policy Total Invoice Amount field revision
2009-01-21 Security Groups in AMS360 - REVISED
2009-01-19 Customer XRef Query
2009-01-08 QueryPlus version 3.22 is in final test
2008-12-22 QueryPlus version 3.22 Release Notes
2008-12-04 Customers who left our Agency this year
2008-12-01 Business Auto Garage Data
2008-11-20 Customers Added list
2008-11-19 Employee and Security Group Structure in AMS360
2008-11-18 Multi-year Policies in AMS360 and Greeting Card Lists
2008-11-17 QueryPlus LIVE! Video now available
2008-11-13 Updated name fields
2008-10-22 Remarks fields cleaned up in QueryPlus 360
2008-10-21 New reports on the Knowledge Base
2008-10-20 QueryPlus version 3.21 has been released
2008-10-15 Customer Cross-Reference fields de-mystified
2008-10-13 QueryPlus version 3.21 is in test
2008-10-10 ‘Other Insurance with Company’ fields have been added for AMS360
2008-10-01 Update to the Customer Open Policy Count field
2008-10-01 Revisions made to the 9/3/08 entry regarding AFW Suspense records
2008-09-25 Customer Activities for QueryPlus 360
2008-09-24 Zip Code Enhancements
2008-09-02 Querying members of Customer Service Groups in AMS360
2008-08-26 How to filter for 'brand-new' Customers with Policies
2008-08-25 Policy Transaction level Premium and Commission fields added
2008-08-21 New Policy-level Commission fields added
2008-08-20 New Policy-level fields added
2008-08-15 QueryPlus version 3.2 upgrades well underway
2008-08-14 Querying Auto Policy Limits
2008-08-07 Automatic Database Updater first operational test
2008-08-06 AMS Upgrades and QueryPlus
2008-07-29 QueryPlus version 3.2 is in final test
2008-07-28 Prospects and Submissions
2008-07-14 Data Duplication
2008-07-10 Field Mapping Project Update #2
2008-07-09 Field Mapping Project Update
2008-07-08 FAQ Question #1 - AMS Full Term Premium Field Issues
2008-07-07 Data Scrubbing
2008-07-02 Production Report Update #2
2008-07-01 Production Report Update

RSSUpdate (2)

Date Title
2009-11-11 Customers with no Active Policies
2009-11-11 Policy Line of Business Codes Extended

RSSUncategorized (8)

Date Title
2010-05-03 Fixing the Customer Account Exec fields
2010-04-13 Counting the Cars on the New Jersy Turnpike....
2009-10-09 Invoices Occurring Far Past Expiration
2009-09-16 Querying Suspense Records in AMS360
2008-09-22 Customer Activities
2008-09-04 Current Customers filtered by GL Department
2008-09-03 Putting the ‘suspense’ back in QueryPlus for AFW – REVISED 10/1/08
2008-08-01 QueryPlus version 3.2 is released!

Total

72 posts