On 08/17/2011 02:56 PM, Jarvis, Matthew wrote:
>> Occasionally they want to look at one client's commissions and that is
>> the basis for this request.
>
> Okay - I think the key word here is "occasionally"... so now it makes
> sense to me to say generate this thing, like you said, more or less
> monthly.... also makes sense not to have to fire it up each time the
> phone rings...
>
> So if it's monthly (more or less), can you have them send it to PDF via
> CutePDF or similar (or the thingy Sytze mentioned) and just use the
> search features built into the PDF viewer?
>
>
> Thanks,
>
> Matthew Jarvis || Business Systems Analyst
> IT Department
> McKenzie-Willamette Medical Center
> 1460 G Street, Springfield, OR  97477 || Ph: 541-744-6092 || Fax:
> 541-744-6145
>

Matthew:  The administrative person prints the report several times a 
day when she gets payments or policy changes from the insurance 
companies.  It is a very fluid thing and it is very accurate because of 
her attention to the details.

It is the agent that will occasionally look at the report for one policy.

BTW, once the report is calculated the data is retained so the agent can 
reprint it without doing the calculation - which prints very quickly.  
This could be reprinted to pdf or xfrx for the search options.

Thanks,




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