Cert Contacts

The Certificate Contacts feature is optional and displays only if your organization has enabled it.

Certificate contacts can be selected from a lookup when choosing the organizational contact information that should print on a certificate template.

To access the Cert Contacts area:

• From insured detail, click Home > Configure > Cert Contacts on the options bar.
• From any other area of the program, click Home > Configure > Cert Contacts on the options bar or click Configure > Cert Contacts in the navigation panel.

Add a Certificate Contact

1. Click Add.
2. Enter the Name, Phone, Fax, and Email for the certificate contact.
3. Select the Brokerage or brokerages for which this contact can be used. Press [Ctrl] while clicking to select multiple contacts or [Shift] to select a range of contacts.
4. If applicable, select a Branch or branches for which the contact can be used.
5. Click Save to add the contact to the system or Cancel to discard changes.

Edit a Certificate Contact

1. Locate the appropriate contact.
   1. Click the Search link to expand the Search frame.
   2. Enter a portion of the contact Name.
   3. Click Find.
2. Click any of the information listed for the contact to open contact detail.
3. Click Edit.
4. Make any necessary changes to the contact. See instructions above under Add a Certificate Contact for more information.
5. Click Save to apply your changes or Cancel to discard them.

Delete a Certificate Contact

1. Locate the appropriate contact.
   1. Click the Search link to expand the Search frame.
   2. Enter a portion of the contact Name.
   3. Click Find.
2. Click any of the information listed for the contact to open contact detail.
3. Click Delete.
4. You are prompted, "Are you sure you want to delete?" Click OK.