Beta Version - Report Issue Based on Reference Tag

#1

I tried out the Beta version and did a search under reports for a Reference Tag I have established. It allows me to search, bring up the ones I need; however, when I test the link, it doesn’t keep the filter and shows me all. What am I missing?

#2

When I enable the PolicyStat Beta Policies Tab/Policies by Reference. Under Search Filter, I select my Reference Tag then hit search. In the corner I have a “Share” option when selected it says “Link copied” As I write this, I went thru my steps. Prior to this message, it would link to all polices currently in our system. I just tried it now and NOW it actually links to the Reference Tag search I needed. Not sure what the glitch was as I did this task the same all three times. :slight_smile: Gremlins lol

Commented by: Tammi Nervig

#3

I wish I could take credit for getting it fixed :slight_smile: If you notice any more quirkiness with that issue please let us know!

Commented by: Gabe Gomez(Hub)

#4

I sure will. I may try creating a new week a couple times next week and see if the filter continues to work. If I see anything different, I’ll respond.

Commented by: Tammi Nervig