Please follow this video showing how to copy and paste my email signature into your settings. *** Please change the name, title and cell # If you have issues with setting this up please speak with management. https://forms.a2ndchancebailbonds.com/wp-content/uploads/2023/10/Screen-Recording-2023-10-17-at-4.52.45 PM.mp4
This report is useful in that it allows you to see all the balances owed on any bond you wrote. I look at this often to see which customers owe money, which agents do really well at getting their balances in the door, and how much is still owed compared to the total amount we…
Attached is a screen recording of how to add any report you want to your reports tab in Captira. For whatever reason Captira doesn’t come stock with all the reports loaded into the user profile so here is how to handle that. https://forms.a2ndchancebailbonds.com/wp-content/uploads/2023/09/Screen-Recording-2023-09-05-at-4.06.36-PM.mp4
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