Once a piece of research has been conducted, there will be a need for this to be evidenced. Keeping a copy of the Illustration will evidence the solution chosen, but not why it has been chosen.
A report can be printed once a piece of research has been completed to put onto a client file to evidence why that particular product has been chosen. This will show all the products that quoted and those that didn’t. For those that didn’t the reason(s) why will be displayed.
There is a Comparison Report button on the tool bar that will do this:
A report will then be produced in a new window giving information about the person, what they wanted and a list of products which could and could not quote.
The following report is for the Standalone option:
The following report is for the Multi Benefit option:
If commission information is hidden on the quotes page, it will not print on this report.
