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Have an idea? Search first to see if it exists and collaborate with the community by commenting & voting to make it a greater idea.
Learn more: How to Submit Ideas
Current state is that only the Named Insured Dynamic Field is available to pull to the Cover Page Branding. This Named Insured pulls from the Firm Name field on the first policy chosen when creating the proposal. While this may work well for some accounts, it doesn't work well for all, especially larger or more complex accounts.
Having the ability to choose the Customer Name and DBA from the Customer screen when selecting Dynamic Fields would be extremely helpful.
Guest
| Product Version | Online 20R2 |
| Related Products | AMS360 |
Being able to choose a Supplemental Name would help us out!