Checklist Type Browse

Purpose

To provide a list of Checklist Types which match the specified search criteria.

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Account Quote Details
Purpose To enter the client and finance information required to produce loan documentation. If the loan is approved, the Quote details will be made directly into an Account. Timing Quotes may be created at any time Access Quote | Access Quotes | | ...
Checklist Browse
Purpose To provide a list of Checklists which match the specified search criteria Access Checklist | Browse Checklist Search Criteria Browse Specific Search Criteria Field Explanation Client [F2] to select a Client Account Quote [F2] to select the ...
Account Quote Profile Details
Purpose The Account Quote Profile determines the default values and variable field names on the Quote Financial Details dialog Timing Account Quote Profiles may be setup at any time Access Quote | Edit/View Account Quote Profile [F2] Lookup on the ...
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Insurer Account Type Setup
Purpose Allow the setup of transaction types that will control the posting of insurance policy and insurance rebate amounts to an Insurer Account. Access Account | Edit/View Account Types | | Insurer Account Type Details | Dialog Details Details ...