Ideas & Enhancements

Ability to add columns to insurnace page

There should be the ability to add or rename the avilable colums in the inusrnace page (and other opages for that matter). For instance I would like a column named "ankowledged" on the insurance page with a check box so that I can easily access and view if an insurnace company has acknowledged our letter of representation. I would alos like a check box "Primary" so I can easily determione which compnay is primary when there are multiple carriers involved

  • Guest
  • Oct 31 2024
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