No. 695. December 12, 2023
ebroker: Search for policies, receipts or claims by client group
ebroker, it allows you search for policies, receipts or claims by the Customer Group field.
In the module Policies, during the search, the Client group is in the tab Advanced > Client; In Receipts, is located in Advanced > People; and, in the module Accidents, riding a Advanced > Miscellany.
In this section, you can locate the desired group from the magnifying glass icon or, if you are searching for more than one group, you can indicate their codes separated by the symbol "| » (AltGr + 1).
You just have to go to ...
Main > Policies > Search > Advanced > Customer,
Main > Receipts > Search > Advanced > People, or
Main > Claims > Search > Advanced > Miscellaneous
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