How to set the system so that it checks the Claim and Client Introducer are the same

Open the Config window

Open the Config window

1: Click Admin from the Menu.

2: Click Config from the drop down list - the Config window will now open.

Turning on/off the Introducer Match alert

Turning on/off the Introducer Match alert

1: Click the Claim Form tab - the Claim Form tab will open.

2: Click the Misc tab - the Misc tab will open.

3: Click the Check For Introducer Mis-Match tick box to activate the Introducer Mis-Match checker.

4: Click OK to Save the setting and close the config window.

Choose to Allow/Disallow mismatched Introducers

Choose to Allow/Disallow mismatched Introducers

1: The Claim Introducer is different than the Client Introducer.

2: Click OK - an alert will pop up.

3: Click Yes to save the claim and close the Client window, click No to go back and change the Introducers.

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