Multiple Insurance Policy Numbers for Same Customer?

Is there a way to have Multiple Insurance Policy Numbers for Same Customer and not opening many deals?

Answers

  • Josh Buesking
    Josh Buesking Member Posts: 151
    Third Anniversary 100 Comments 25 Likes 5 Insightfuls

    Will custom fields not work?

  • It doesnt recognize the field of policy number #.

    As an example, its like, Walmart has 5 insurance policies in my DB and i just want to see the 5 in one company and in one Deal, not 5 deals

  • Josh Buesking
    Josh Buesking Member Posts: 151
    Third Anniversary 100 Comments 25 Likes 5 Insightfuls

    Only way I can think would be to create 5 custom fields.