{{agentinfo[0].full_name}}
{{agentinfo[0].email_address}}
{{mnu.menutext}}
Coming Soon
{{mnu.menudescr}}
{{agentinfo[0].agenttype}} : {{agentinfo[0].agentprof}}
...








Your Wealth and Risk Specialist
Search
Policy Name
account_box
{{clientstats[0].profileno}}
assignment_ind
{{clientstats[0].profileusers}}
assignment
{{clientstats[0].profilepolicies}}
attach_file
{{clientstats[0].attachments}}
email
{{clientstats[0].correspondence}}

No records found for {{txtcustomersearch}}

{{searchres.length}} records found for {{txtcustomersearch}} and {{txtpolicysearch}}
Profile Type Name Classification DocumentNo Policies
{{rw.profilename}} {{rw.profiledescr}} {{rw.firstname}} {{rw.lastname}} {{rw.classdescr}} {{rw.documentid}} {{rw.Policies}}

Linked Profiles
assignment
{{lp.profilename}}
close
Policies
assignment
{{grppol.groupingname}}
{{pol.policyname}} {{pol.policynumber}}

person
assignment
attachment

Profile Information

Profile Name
Profiles ({{cp_current_no + 1}} of {{cp.custinfo.profiles.length}})
< {{cp_current.firstname}} {{cp_current.lastname}} >
Record Type
User Information
Classification

ID Type
DocumentID
First Name
Last Name
Contact No 1
Contact No 2
Email 1
Email 2
Date of Birth
Archived
{{c_docs.filedescr}}
{{c_docs.fileext}}
{{c_docs.filedate | date: 'dd-MMM-yyyy HH:mm'}}
arrow_downward visibility close
Policy Name
Policy Number

View: {{currcategorycomms.folderviewname}}
Check From To Date Attach Subject
{{c_comms.from}}
{{c_comms.to}} {{c_comms.dateofcomms}} {{c_comms.noattach}} {{c_comms.subject}}

Search Profiles

No records found for {{txtcustomersearch}}

Profile Type Name Classification DocumentNo Policies
{{rw.profilename}} {{rw.profiledescr}} {{rw.firstname}} {{rw.lastname}} {{rw.classdescr}} {{rw.documentid}} {{rw.Policies}}