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