663. Automatically close tasks when canceling the claim

No. 663. May 12, 2023

ebroker: Automatically close tasks when canceling the claim

ebroker, it allows you automate the closing of claims-related tasks when the claim is canceled or closed.

Accede to Control panel > General Options > Parameters > Accidents, here you will find the option Automatically close tasks when canceling the claim. If you check this box, ebroker will close the tasks related to a claim when the claim is closed or cancelled, leaving the tasks with a status of COMPLETED.

 You just have to go to ...

Tools > Control Panel > General Options > Parameters > Claims