Diary, Policy Links
When creating a new Diary appointment, if it relates to a policy you can link it, as follows…
- Click the “>” button to the right of the “Regarding policy ref” field
- Double-click the policy in question
- Click the “OK” button
Why Link Diary Entries to Policies ?
If you start a new Word document from a diary appointment that has been linked to a policy then, provided you’ve set-up the appropriate fields to be passed to Word, you’ll be able to use a template that automatically includes all data related to the…
- diary appointment itself
- related policy
- related client
- related insurer
- related adviser and lead
This is a very powerful and useful feature that is further described in “Diaries, Word Processor Links”.
Create an Appointment From a Policy Record
You can jump to the Diary directly from the scrolling list of policies. In so doing, you will automatically link the diary appointment or reminder to a policy. To do this starting from the Main Menu…
- Click the “Policies” button
- Click and thereby highlight the policy in question
- Click the “Diary” button on the toolbar
- Either, as shown below, click…
o “Create a diary entry linked to this policy” to start a new reminder pre-set with the current policy’s ref
o “Jump to the most recent diary entry linked to this policy”, to go to the Weekly view, filtered to show only those appointments that relate to this policy ref
o “Jump to the diary as normal”, to go to the Weekly view showing the current week
