jdecet
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Member since ‎07-27-2022

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Current on the Agent Master/Broker detail, we have file attachments we upload (ex - agreements, E&O, AHIP certification, etc). We noticed that there is a limit of how many display (maximum rows = 20). Can that be modified? Can we have those files sor...
Are you able to change the order of the forms (top navigation) shown in the Producer Search>Agent Master? I can see that you can show or hide the forms in Security Groups>Form Security. However, I would like to reorder those that are shown to have...
How do you create an import format to termination an existing BrokerRoleBroker record and create an new BrokerRoleBroker record on a producer record?