New reports on the Knowledge Base

From our webinar training session:

 

-                        A template for designing queries for active Policies

-                        A really neat ‘Greeting Card Report’ that queries out Customer mailing information and outputs it right onto standard Avery mailing labels.
This query also allows the user to get their best Customers, based on premium volume of active Policies.


Permalink | Comments (0) | Post RSSRSS comment feed

Comments