Action Reminder

The Action Reminder field, for a quote in the Quote List, is a note field where you can add any notes or reminders, this is not visible to Underwriters.

To add a reminder, simply click on the Pen icon in the Action Reminder column for the quote:


Type in your text and press the Green Tick to save.
The Action Reminder dialog will close, and your text will be displayed in the Quotes List for that quote:

To remove or edit the text, then click on the Pen icon and remove the text or edit it accordingly and save.
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