Holdings: The Product Page

The ‘Product’ page needs to be completed and an administrator may end up updating information over a period of time, especially for a protection product which they may need to go through the proposed, submitted and in underwriting stages before the holding is put in force (or becomes effective):

Complete all the fields as required. Not completing all information at this time might affect reporting at a later stage.

If the ‘Application Status’ field is selected, the following field will appear:

If a provider has been marked as a favourite in the main provider record, click into the check box to the right of the ‘Provider’ field and this will then focus the drop down list.