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Ideas & Enhancements
Created by Guest
Created on Dec 17, 2020

Neos- Separate Negotiations by Insurance and Policy Type

Currently in Neos, when entering negotiations with the same insurance company, but different policy types they are being grouped under the same insurance. In Needles 5.0, the negotiations were grouped by the same Insurance Company and Policy Type. Would like to see this brought back in Neos.

Images attached for reference.

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