Policy in admin
Moderator: Phil Barton
Policy in admin
I would like to create a custom admin on add/updating policies, their policy codes and underwriter codes. It doesn't seem to be a lookup even though I want to treat it like a grid/table format. Can you give me some direction in this?
Re: Policy in admin
Meaning, I want to administer to choices of policies, not within an order at all. It's funny that the rates are in a table and the discounts are in a sql table as well. But the policy is not in a sql table or in a lookup table that I can use the lookups API for. Please give some direction.
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- Location: Raleigh, NC
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Re: Policy in admin
The API does not currently allow you to code against our policy manager, just the policy data within an order. We have logged this suggestion for consideration as a future enhancement. If you're trying to customize this because there's some functionality that our policy manager is missing, please let us know - perhaps we could improve that manager and eliminate the need for the customization.
Thanks!
Thanks!
Melissa McBerkowitz
VP of Product Strategy, SoftPro
VP of Product Strategy, SoftPro