Being able to navigate from Policy Detail page to other policies w/o having to go back to the Individual Detail page
It would save time not having to navigate back to the clients main page to see their other policies. I often have to look at multiple policies for a client and spend a lot of time going back and forth. Thanks
I agree, and not only for viewing the policy - but adding a new policy when already in the policy tab
oh I see good point. I guess I never realized I went back to the individual profile and back to policies every time
Thanks Jason, but if you are on the clients policy detail page you do not see the preview on the right
if you are trying to go to other inforce policies you should be able to do that with the preview on the right