Issue: Need to attach a Policy XX to an Insured
Conditions:
The insured already has an email address attached
The insured has already a Policy YY attached to his/her email address
Solution:
Go to the Clients tab and find the Insured by Name/Email address/Policy.
Click on the record that has the email address attached (Click on the insured's name to open it).
Look for the Attach/Unattach Option and click on it.
Search for the Policy XX here and click on Add
The Policy XX is now successfully attached to the Insured/email.
