Options

Use this setting to activate specific view options during the quote process.

On entry to the Rating Results View

• Click the radio button to determine the display order of the quoted companies.

Allow Enter key box to automatically tab to the next field in data entry views

• Click the box if you want this feature.

Allow Automatic Update

• Click the box if you want this feature. Click here for specific information about automatic update.

Client View Input Requirements

• Click the selected fields that you want as required fields before a user exits the Client View.

Enable Funnel Logging

• Click the box if you want to use the Funnel Analysis feature. Click here for specific information about funnel analysis.

Click OK.

This saves all your choices and takes you back to the Setup Menu.

 

Continue to Funnel Analysis.

Return to the Setup Menu.

Return to the Main View.