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Wendy Hoffman
Reply with quote  #1 

If you would prefer not to have all of your old, cancelled or expired policies showing between your current policies (they're the ones that show up in red), you can change the account code, and add ZZ to the beginning.  This will send the old policies to the bottom of the list, so that they are out of view, but keeps them in the system in case you need them.  You can also run reports and excluse account #'s that begin with ZZ.

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