Viewing the Details of a Policy Plan
Procedure
To view the details of a policy plan:
- Search for the customer registration in the Customer Registration screen.
-
In the Search Results section, click
the link in the Customer Registration Information column corresponding to the customer registration whose policy
plan details you want to view.
The Main tab appears in the Customer Registration screen.
- Ensure that the Policies zone is expanded in the Main tab.
-
Click the View (
) icon corresponding to the policy whose policy plan details you want to view.
The Policy tab appears in the Customer Registration screen. - Ensure that the Plans zone is expanded in the Policy tab.
-
Click the View (
) icon corresponding to the policy plan whose details you want to view.
The Plan Information tab appears in the Customer Registration screen. - View the details of the policy plan in the Plan Information zone.
Related Topics
For more information on... | See... |
---|---|
How to search for a customer registration | Searching for a Customer Registration |
Customer Registration screen | Customer Registration (Used for Viewing) |
Customer Registration - Main tab | Customer Registration - Main |
Policies zone | Policies |
Customer Registration - Policy tab | Customer Registration - Policy |
Plans zone | Plans |
Plan Information tab | Customer Registration - Plan Information |
Plan Information zone | Plan Information |