Insurance Policies, Agents/Brokers & Companies - Poor Recursion Setup

medvyed
medvyed Windows Beta Beta
edited February 24 in Using Quicken on the Web

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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