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A suspense is a term used to identify either a Diary or Submission item.

A diary is a simple follow-up item; for example, a telephone message. A diary includes a suspense-date for follow-up, description, and notes.

A submission is a follow-up item that is attached to the task of marketing or writing a specific policy or quote. A submission allows the operator to attach company-specific applications, loss runs, renewal apps, etc. to a quote or policy. Comments added to a submission are permanent and cannot be changed or erased, and all changes to description, suspense dates, etc. are recorded in activity.

Pages in category "Suspense"

The following 2 pages are in this category, out of 2 total.