Organizer PDF Print E-mail

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

ORGANIZER

This function enables to make a quick check which policies expire or have payments on a particular day. Additionaly you may add to a specific day any notice for your own records.
See full description of this function in USER MANUAL (point 5.10)

Okno oragnizera

Szczegó³owe informacje na wybrany dzieñ

 
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