Diaries

Diaries enable you to enter notes with helpful information regarding an insured account. To access the Diaries area (this area displays only if the Insured Notes feature is activated for your organization):

1. Locate the desired account.

   Click the dropdown arrow next to the Locate button to access a recently opened account. To search for accounts:

   1. Click the Locate button.
   2. Enter the desired Search criteria:
      1. In the Client Name or Client Code field, optionally enter at least one character.
      2. Optionally narrow results by Line of Business, Status, or Type. 
   3. Click Find. A list of matching accounts displays below. Click an account to view its detail.
2. Click Account Detail > Diary in the navigation panel.

Add a Diary

1. Click the Add button.
2. The Diary Date defaults to today's date but can be modified.
3. Select a Type to assign to this diary. Diary types can be used to sort the diary list.
   
   If the appropriate Type is not available in the dropdown list, click the Add button next to the field to create a new diary type. Enter the new Type in the popup window and click OK.
4. Enter the diary text in the Note field.
5. Select the Send Email to CSR checkbox if you wish to send a copy of the diary notation to the account’s CSR.
6. Select the Send Email to Producer checkbox if you wish to send a copy of the diary notation to the account’s producer.
7. Click Save to add the diary or Cancel to discard changes.

Edit a Diary

1. Locate the appropriate diary. You can narrow the diaries that display by entering a portion of the diary text in the Note field or selecting a particular diary Type and clicking search.
2. Click any of the information listed for the diary.
3. Click Edit.
4. Make the desired changes to the Diary Date, Type, and Note fields, and select/deselect the checkboxes as necessary. See the instructions under Add a Diary for more information.
5. Click Save to apply your changes or Cancel to discard them. The Updated field within diary detail, showing the date, time, and username from the diary's last update, is changed accordingly.