AGENT.m6 - Searching / filtering

Searching / filtering

See how to work in AGENT.m6 - video tutorials

General info; Logging in; Dictionaries Adding a client;Adding a policy; Policies printing;
Searching/filtering; Addressing envelopes; Serial correspondence; Forms repository;
Reports; Easy commission settlement tool

Searching and filtering

It is possible to search for single data such as: a client, policy, vehicle, co-owner or to filter a group of data e.g. all policies with payment between 10.02.2007 - 20.02.2007

Read full description of search / filter function in USER MANUAL (point 5.6) and video Search / filter data danych

Odszukanie klienta