Mark Hallam
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Posts posted by Mark Hallam
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Hi,
Is it possible to produce a Proposal Form or SoF in prospect without having to create a record in Core?
Mark.
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Thanks for your response I thought that may be the answer, makes it hard when generating a Bordereaux from the system. Why have a figure that you cant access!!
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Prospect - Proposal Form
in General Queries and Feedback
Posted
Hi Mark,
It was for Motor or Home Insurance.
No it wasnt creating our own, this was producing the system derived documentation.