Options
To change program options go to the main menu choose 'file' & then 'options'.
Print preview - This is the ability to view a report before it is printed. This is very helpful in the case where you have chosen the wrong report & 20 pages are going to print.
Print preview will allow you to do the following.
Print or view any page of a report.
Zoom in or out on a report.
Choose number of copies to print.
Scroll through report.
Choose report destination. Such as printer or fax modem.
Print preview may be changed for the client file section & report section. The client file section prints invoices, statements, memos and coverage lists.
Showing canceled policies on the Account# tab - In the browse clients screen you may turn on the ability to display canceled policies. Canceled will always display for 30 days after they have expired. They are removed from the client tab simply based on their expiration date. They will show on all other tabs. If you change the expiration date to a current policy they will appear under the account # tab.