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.
Categories
- All Categories
- 50 Product Ideas
- 36 Announcements
- 228 Alerts, Online Banking & Known Product Issues
- 21 Product Alerts
- 500 Welcome to the Community!
- 670 Before you Buy
- 1.3K Product Ideas
- 54.5K Quicken Classic for Windows
- 16.6K Quicken Classic for Mac
- 1K Quicken Mobile
- 818 Quicken on the Web
- 117 Quicken LifeHub