Step 1 - Add a new customer (Customer, Customer and Prospects Menu)
Assign Customer Code 000000 (six zeros)

Enter a Status Code (use PRO if you do not want this customer showing on customer lists)

Leave a few spaces in the name field and then type DO NOT DELETE

Step 2 - Add a new Auto Policy (Policies, Auto Policies Menu)
Assign policy number 00000000001 (10 zeros and a 1)

Assign to customer 000000

Enter New Business as N and Binder as N

Enter a line of business code, insurer, effective and expiry date (use old dates in the effective and expiry fields so this policy does not appear on renewal lists)

Step 3 - Add an auto application to this policy
Choose create a new application

Go to the last page and choose <Proceed>

Save the application

You do not need to print the application or transfer information back into the policy

Step 4 - Go to a customer, and then test your application again.
The rest of your applications will now print with all the information.

If you have any further questions about this, then please contact our technical support department.