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      Managing Endorsements with Endorsement Statuses

      Managing Endorsements with Endorsement Statuses

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      We've added a "status" for each endorsement, so agencies can manage endorsements that need follow-ups. When you enter an endorsement, set the correct status, follow-up date, and person.



      Then from the main navigation menu, under "MISCELLANEOUS" --> "Endorsements" --> "Endorsements/Fees/Taxes", you can see a "List of [your] Endorsements" and filter through them by "Status."


      We will add alerts and reminders on the follow-up date.