Currently we have an excel spreadsheet with the preferences for mailing policies and AC letters. Only people who know where the spreadsheet is and have access to the spreadsheet can reference it. If someone gets a call about where a policy or AC letter was sent, they have to get in touch with Karen or I. It would be nice if they could just go into the FH information in Gias and see what the FH preference is. Also having a place to input this information in Gias would be the first step to making policies and AC letters more automated.
|I need it...||
Not Sure -- just thought it was cool
After talking with both Jessie and Amy, we agreed that the FH follow up notes is the best place for this. Jessie is also working on trying to eliminate many of these exceptions. Therefore, we will not be performing any work on this particular idea. Keep the ideas coming!