Transfer Information For
Escalation
By default, this field is unchecked. Accept
the default to indicate escalation records should not be transferred from
the old suite to the new. Or, select the check box to have those records
transferred.
Sales
By default, this field is checked. Accept the
default to transfer sales records from the old suite to the new suite.
Or, select the check box to indicate sales records should not be transferred
from the old suite to the new.
Insurance
By default, this field is checked. Accept the
default to transfer insurance records from the old suite to the new suite.
Or, select the check box to indicate insurance records should not be transferred
from the old suite to the new.
Holdover
By default, this field is checked. Accept the
default to transfer holdover records from the old suite to the new suite.
Or, select the check box to indicate holdover records should not be transferred
from the old suite to the new.
Recoveries
By default, this field is checked. Accept the
default to transfer recovery records from the old suite to the new suite.
Or, select the check box to indicate recovery records should not be transferred
from the old suite to the new.
Fields