Supplier's Insurance policies can now be associated to multiple Contacts in Re-Leased. This is especially helpful if your Group in Re-Leased has many Companies, with separate Contacts sitting under each Company. Now all "copies" of that supplier contact can be associated to the same policy, making it easy to see at a glance whether they have up to date cover in place.
Adding Contacts to a Policy
You can find all existing Supplier's Insurance policies by navigating to Reports > Suppliers Insurance Report. Clicking on a Contact name from within the report will open that contact record.
From there, navigate to the Edit policy page by clicking on Insurance, then Edit policy.
In the top right section of the page, you'll notice the Policy Contacts subsection. This shows a list of all Contacts currently added to the Policy.
Click Add contacts to policy to add a new Contact to the policy.
This will open a pop up allowing you to search for Contacts using the search field on the left hand side. Use the checkboxes to select which Contacts you wish to add to the policy, and click Add contacts to policy to confirm.
The added Contacts will now be visible when editing the policy.
Click save at the bottom of the page to confirm the changes to the policy.
Removing Contacts from a policy
Removing a Contact from a policy is done from the Edit policy page. From the Insurance list page on a Contact, click More actions > Edit.
Hover over the Contact in the Policy Contacts list and click the Remove button. Click Remove Contact on the pop up to confirm.
Please Note: You cannot remove all Contacts (a policy must have at least one Contact associated to it).
Reminder emails when multiple Contacts are associated to a Policy
To send a reminder email for a multi-contact policy, follow the normal process: from the Insurance list page, click More actions > Email reminder.
When you choose the Send email reminder action on a policy with multiple contacts, the create email page will appear as normal.
However, the "To" field will only populate with one Contact: the first Contact that was associated with that policy. This saves sending many copies of the same email to the same email address.
If you wish, you can manually add further Contacts at this step.
