Renewals
| Date | Client | Product | Expiring premium | Income | New handler | Checks | Acturis status | Internal status | Checklist | Acturis | Notes |
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| Date | Client | Product | Expiring premium | Income | New handler | Checks | Acturis status | Internal status | Checklist | Acturis | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|
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| Date | Due in | Client | Product | Premium | Handler | Office | Acturis status | Internal status | Acturis |
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Add, rename, reorder, recolour, or remove the statuses available in the Internal status dropdown. Changes save as you edit (on blur, Enter, or colour change). Renaming a status doesn't update renewals that already use the old name — they'll keep showing the old value until you change each one.
| Order | Name | Colour |
|---|
Assign a role to a member of staff. Admin can edit the status list,
import CSVs and manage user access; user (the default for anyone not
listed) can view, filter, export and edit renewal rows. Removing a person reverts them
to user.
Acturis name is only needed if someone's Microsoft sign-in name
differs from the name their renewals are tagged with in Acturis (e.g. "Dan Davies" vs
"Daniel Davies") — set it so their "My renewals" matches. Leave blank otherwise.
| Role | Status list | CSV import/export | Manage users |
|---|