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What are the differences between Preferences and Estimate Settings?

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What are the differences between Preferences and Estimate Settings?

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10

When you go to Tools and Preferences, you are changing the settings for the entire program from that point on. This will only apply to claims made after this action, therefore not affecting any claim created prior to the modification. In contrast, if you just want to change the settings for one claim, choose your claim from the selection screen and click on the Estimates button. Now a list of your coverages will be displayed. Click on the Estimate Settings button. Here you can edit the settings for this estimate only.

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