Insurer setup details does not include policy number and amount insured as default

[papasmurf]

HELP! Am i stupid? IM stuck at the start line and find Im wasting my time.

Hello, Im new to Home manage after using home inventory pro for many years until my new windows 10 will not install the program, though it still works on my daughters damaged laptop but for how much longer I have no idea. (and no i cant export the file). I have been in i.t. for 4 decades and know my way around just about any software......until this one.

I am lost for words how I have spent so long entering just 3 items to see if this Home Manage Software is a good replacement and that there is no details for insurance policy except the name of insurer and their contact details! I have a HUGE inventory to manually enter if I am going to decide on thjs program but not looking good from the outset.

With Home Inventory Pro, the easy setup was entering your residence, and then entering your insurer, with amount insured and policy number and expiry date and these insurance details would be default for every inventory item you enter. In fact you dont have any provision for the policy number in a data filed of an inventory item as its is obviously default from initial setup

With these 3 items I have had to select insurer which simply brings up the insurer, and as  there is no insurance policy number provision in SETUP, I have to enter a long policy number every time- which is not acceptable..

Thus with reporting I cant see anything to show how my inventory insured for X$.... is over or under insured according the the insurance policy....which is for X$

Am I missing something so easy or is this such a simple issue not addressed as I am certain that no one would want to manually enter their policy no. every time they enter an inventory item.

Of course the only work around for inventory entering I can see is to duplicate an item with all the details (insurer included), but that still doesnt give me reporting as I have mentioned above)

Hoping someone can clarify if I have completely missed something which should be so easy with no manual as every program has a setup and preferences section to start the program off.......

[Pro86]

On 3/19/2021 at 7:16 PM, papasmurf said:

HELP! Am i stupid? IM stuck at the start line and find Im wasting my time.

Hello, Im new to Home manage after using home inventory pro for many years until my new windows 10 will not install the program, though it still works on my daughters damaged laptop but for how much longer I have no idea. (and no i cant export the file). I have been in i.t. for 4 decades and know my way around just about any software......until this one.

I am lost for words how I have spent so long entering just 3 items to see if this Home Manage Software is a good replacement and that there is no details for insurance policy except the name of insurer and their contact details! I have a HUGE inventory to manually enter if I am going to decide on thjs program but not looking good from the outset.

With Home Inventory Pro, the easy setup was entering your residence, and then entering your insurer, with amount insured and policy number and expiry date and these insurance details would be default for every inventory item you enter. In fact you dont have any provision for the policy number in a data filed of an inventory item as its is obviously default from initial setup

With these 3 items I have had to select insurer which simply brings up the insurer, and as  there is no insurance policy number provision in SETUP, I have to enter a long policy number every time- which is not acceptable..

Thus with reporting I cant see anything to show how my inventory insured for X$.... is over or under insured according the the insurance policy....which is for X$

Am I missing something so easy or is this such a simple issue not addressed as I am certain that no one would want to manually enter their policy no. every time they enter an inventory item.

Of course the only work around for inventory entering I can see is to duplicate an item with all the details (insurer included), but that still doesnt give me reporting as I have mentioned above)

Hoping someone can clarify if I have completely missed something which should be so easy with no manual as every program has a setup and preferences section to start the program off.......

Hello, 

I am also new but will give you some help. You can create custom fields but many fields you create will not work as that is my problem.
Some custom fields will work but many will not.

Under Tools, go to preferences.
A window will open so then click fields tab.
Then when there go to user defined fields.
Now do not follow how number show and select field 1 or Field 2 or other low number dont select higher fields as they do not work.
So click a field 1-9 make sure its 1-9 and not how list appears. Once field 1-9 is selected type what you want new field to be and hit enter. Then click ok.
Now go back to tools, preferences and this time click columns tab. If you used fields 1-9 your new field name will be in list under Available columns.
Find your flied and click it and then click add.
The on right side find your field click it and move it up or down to where you want it to show and then click OK.

Your new field will now be working.

You can also move other fields around to meet your needs. (minus the broken ones.)
If you try adding other fields above 9 some will work and many will not.

 

After days of trying to get help I have given up and have just sent refund request.

Hope this info helps you.
P.S.( I also used HIP before company Radium went under and now software wont reactivate.)
Pro86