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Certificate of Insurance Tracking
and Document/Contract Software
iFastrack Features & Enhancements - 2023
New Letter [Status] Display Switch - Feature
Switch on and off Display of Required Limit Values
Control Displaying Required Limit Values in Letters - Switch:
New switch to turn on and off the additional required policy limit values that list in the [Status] mail-merge field in your non-compliance letters.
Switch can be controlled globally (company level) or over-ridden locally (certificate level).
Non-Compliance Mail-Merge Field [Status] Content Display Switch
Sometimes the [Status] mail-merge field can get too cluttered with a lot of accumulated non-compliance issues, controlling whether the additional required limit values are displayed can help clean-up a list containing a lot if issues.
Global setting (located in company record - defaults) will control the [Status] content for all certificate entries that are set to "Use Global Settings" (the Default Setting for all Certs). You can turn the limits display on or off globally or over-ride locally at the certificate level.
See more detail below.