Which category do most people use for insurance policy info for cars, ho policies, vehicle info?

gayemacy
gayemacy
Community Member
edited January 2016 in Lounge

Which category do most people use for insurance policy info for cars, homeowner policies, vehicle info?


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Comments

  • hawkmoth
    hawkmoth
    Community Member

    @gayemacy - I use Secure Notes for things like that. You can add tags to keep similar entries so that they can be grouped together for viewing. Just my solution.

  • MrC
    MrC
    Volunteer Moderator

    Hi @gayemacy,

    Secure Notes is a great choice. I also have my converters configured to place these types of items into Memberships, adding custom fields for things like Group, Policy #, Member ID, Plan, etc. depending upon what fields the source password manager had.

    Hope this helps!

  • gayemacy
    gayemacy
    Community Member

    Thanks Mr C and Hawk Moth. I was thinking Secure Notes, but also of Membership. I like the Tags idea. Will use those and secure notes. Thanks, guys!

  • We have a blog article that you may find helpful available here:

    AgileBits Blog | Secure all the things in Secure Notes

    :)

    Ben

This discussion has been closed.