Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • You can search for the client by typing their the client’s full name into the ‘Insureds’ column.  

  • You can also search for the client by searching for their policy number. 

  • If the client is already a truMobile ‘User’, you can also search for them by using their email address. 

...

Anchor
Add-a-User
Add-a-User
Add a User 

...