Insurance Policies, Agents/Brokers & Companies - Poor Recursion Setup
medvyed
Quicken Windows Subscription 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.