Junxure Desktop
            Knowledge Base Junxure Desktop Support ClientView Live

            Website: Insurance

            ClientView Live allows you to make insurance information available to clients. This feature is managed by going to My Site and clicking Setup Insurance. The Setup Insurance screen displays all of the available fields that can be made available on the Insurance Tab on the main menu by insurance type. Choose which fields you would like to include or omit by selecting the checkboxes next to available fields.

            Click Save to save your changes.

            Updated: 18 Sep 2018 01:19 AM
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