Insurance Policies, Agents/Brokers & Companies - Poor Recursion Setup
Options
medvyed
Windows Beta Beta
I'm having an issue setting up insurance information. Companies (State Farm) should be set up and referenced as Contacts. Same for agents/brokers (John Willard Agency). Policies (Home, Auto, etc.) should have policy numbers and refer to insurance companies and agents/brokers as contacts. The field naming on the insurance items is confusing.
Tagged:
-1
This discussion has been closed.