Reports, Client, Policy Summary
The
default report will display the selected client’s policy summary…
- Click the “>” next
to “Print for policy holder” and select the record to be displayed on the
“Find Address”
dialogue, then click “OK”
- Click and thereby tick
which policy stages to include or exclude
- Click and thereby tick
which policies to include
- Click “OK”
- You should now have a
preview of the personal details on your screen
- Click the “Printer”
button, a little way in from the top left of the screen, to get a printed
copy
