WHAT’S NEW IN THIS RELEASE 

Feature	QL	SL
Record Display - Retaining Column View
Record Display - Retaining Search or Filter View
Adding the ability to change the “Request/RFP Type”
Make Effective Date a default Column in Records/RFP or Request

OVERVIEW

1. In all record sets when you make a change to your view within this record set, the view or updates enabled by adding columns, creating or executing a saved filter or using the search tool will be retained during this “browser session” when you navigate away from this screen, and then back to this same record set. 
   1. 1. 1. This clip will provide an example of the experience when adding fields to your selected record set and navigating away from this screen. Columns Added
         2. This clip provides an example of the experience when you execute a saved filter. Saved Filters
         3. This clip provides an example of using the search feature. Note in this example there were several other screens accessed during this view, but when returned to the same records where the view was originally changed, the original “search” was retained. Removing data from the search does open up the view, but continues to retain the columns that were added to the view. Search Feature

 II. Changing the Request Type 

1. 1. 1. 1. 1. You will now have the ability to “change” the request type if it was inadvertently created as a New Prospect, and should have been marketed as “Existing Business”. 
            2. TPA - Changing from New Prospect to Existing Business. After selecting the item displayed below within the header drop down menu, the RFP type will automatically change to Renewal. 
               1. NOTE: This change will create a notification to the carrier for “cover sheet” change. You may want to ensure that you add a note to the cover sheet OR send a message to all carriers when you make this type of change. 

1. Broker - Change will result in a change from New Prospect to Incumbent Renewal. (workflow and actions steps are the same as above) 
   1. NOTE: This change will create a notification to the carrier for “cover sheet” change. You may want to ensure that you add a note to the cover sheet OR send a message to all carriers when you make this type of change. 

III. Make RFP/Request Effective Date a default Column in Records/RFP or Request 

TPA View 

Broker View