Change Further Actions

Locate the account in question and access the Activities area.
1. To access Accounts from the Home screen, do one of the following:
  - Click Accounts on the navigation panel.
  - Click Areas > Accounts on the menubar.
  - Click the down arrow next to Home on the options bar and select Accounts.
  - Click Locate on the options bar.
To access Accounts from another area of the program, do one of the following:
1. - Click Home > Accounts on the menubar.
  - Click the down arrow next to Home on the options bar and select Accounts.
  - Click Locate on the options bar.
1. In the Locate account dropdown menu, select Broker, Client, Company, Employee, Finance Company, Other Interest, or Vendor.
2. In the Locate by dropdown menu, select the appropriate option.
  
  Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
3. Select the suitable checkbox or checkboxes to the right.
  - Insureds (available only if Clients is selected in the Locate Account field)
  - Prospects (available only if Clients is selected in the Locate Account field)
  - Additional Interest (available only if Other Interest is selected in the Locate Account field)
  - Bill to (available only if Other Interest is selected in the Locate Account field)
  - Certificate Holder (available only if Other Interest is selected in the Locate Account field)
  - Active
  - Inactive
4. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and press [Enter] or click Locate.
5. The Results list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.
6. Highlight the desired item in the Results list.
7. Do one of the following:
  - Click Activities on the navigation panel.
  - Click Areas > Activities on the menubar.
A list of activities for the selected account displays. Change the activities that display in the list if necessary.
1. To change the types of activities that display in the list, click the word Activities in the view filter.
A list of choices displays:
1. - All
  - Open
  - Closed
1. Click on the appropriate selection.
1. Use the search bar to display activities that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of activities.
  Selecting multiple criteria performs an "and" search (for example, hidden activities with a specific Priority).
  To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.
  Open activities defined as Hidden display in the Activities – Open list by default. However, you must use the Include hidden activities search filter to view closed hidden activities in the Activities – Closed list.
2. To save your currently applied filters as a default for all accounts of the same entity type, create Filter Defaults. You cannot apply filter defaults on a per-account basis, or on an Activities list opened from the Access menu. Changing the view filter selection (All, Open, or Closed) clears any filter defaults applied to the list.
  
  Your filter defaults are unique to your user code and will not affect other users’ saved defaults.
You can change the columns that display in the list if necessary.
1. Click the Select Columns link label on the right side of the header bar.
  
  The Select Columns window displays.
2. Select the checkbox next to each column that should be included in the list.
  
  Deselect the checkbox next to each column that should be removed from the list.
1. Columns will display in the order in which they are listed. In the example above, Code would be the first column and Association would be the last. To move a column up or down in the list, click the column and then click the up arrow or down arrow to change its position.
2. Click OK or press [Enter] to save your changes.
  
  Click Cancel to close the window without saving your changes.

Select the activity.

Do one of the following:

Click the Edit button.
Click File > Open on the menubar.
Double click the activity in the list.

Detail for the selected activity displays. Do one of the following:

Click Actions > Change Further Actions on the options bar.
Click Actions > Change Further Actions on the menubar.

The Change Further Actions pop-up window displays. Select a new Action to take if applicable:

Close Activity
1. Enter a System action date, or click the down arrow to the right of the field to choose a new date from the dropdown calendar.
2. Make a selection in the System should ___ when further action is taken dropdown box:
  - Close Successfully
  - Close Unsuccessfully
If you select Close Unsuccessfully, choose a Reason in the dropdown menu.

Note: For instructions on adding unsuccessful reasons to the menu, see Activity Unsuccessful Reasons Configuration.
1. Click Finish or press [Enter] to complete the workflow.
  
  Click Cancel to close the screen without saving your changes.
Generate an Activity
1. Select an Activity Code from the dropdown menu.
2. Enter a new System action date if necessary, or click the down arrow to the right of the field to choose a new date from the dropdown calendar.
3. Make a selection in the System should ___ when further action is taken dropdown box:
  - Close Successfully
  - Close Unsuccessfully
  - Leave Activity Open
If you select Close Unsuccessfully, choose a Reason in the dropdown menu.

Note: For instructions on adding unsuccessful reasons to the menu, see Activity Unsuccessful Reasons Configuration.
1. Click Finish or press [Enter] to complete the workflow.
  
  Click Cancel to close the screen without saving your changes.
Leave Activity Open
1. Enter a new System action date if necessary, or click the down arrow to the right of the field to choose a new date from the dropdown calendar. This will be the new Follow up/Start date for the activity.
2. Click Finish or press [Enter] to complete the workflow.
  
  Click Cancel to close the screen without saving your changes.
Send a 2nd Request
Send a 2nd Request and Send a 3rd Request apply only to system event activities generated automatically that involve printing or submission. Click here for a list of events that support second and third requests. Further actions for activities not associated to these events do not process.
- Agent/Broker of Record Change
- Close Binder Transaction
- Fax Sent Successfully
- Print Cancellation
- Print Lost Policy Release
- Review Application
- Review Change Request
- Submit Application
- Submit Cancellation
- Submit Change Request
- Submit to Carriers
1. Enter a System action date, or click the down arrow to the right of the field to choose a new date from the dropdown calendar.
2. Enter the appropriate number in the Follow up again ___ days later field. The System action date in the Second Further Action frame defaults accordingly.
3. Select a Cover Page for the request.
4. Enter a Subject for the second request.
5. Enter a Message for the second request.
6. In the Second Further Action section, choose the second Action to take:
  - Close Activity
    Enter a new System action date if necessary, or click the down arrow to the right of the field to choose a new date from the dropdown calendar.
    
    Make a selection in the System should ___ when further action is taken dropdown menu:
    
    Close Successfully
    
    Close Unsuccessfully
    
    If you select Close Unsuccessfully, choose a Reason in the dropdown menu.
    
    Note: For instructions on adding unsuccessful reasons to the menu, see Activity Unsuccessful Reasons Configuration.
    
    Click Finish or press [Enter] to complete the workflow.
    
    Click Cancel to close the screen without saving your changes.
  - Generate an Activity
    Select an Activity Code from the dropdown menu.
    
    Modify the System action date if necessary.
    
    Make a selection in the System should ___ when further action is taken dropdown menu:
    
    Close Successfully
    
    Close Unsuccessfully
    
    Leave Activity Open
    
    If you select Close Unsuccessfully, choose a Reason in the dropdown menu.
    
    Note: For instructions on adding unsuccessful reasons to the menu, see Activity Unsuccessful Reasons Configuration.
    
    Click Finish or press [Enter] to complete the workflow.
    
    Click Cancel to close the screen without saving your changes.
  - Leave Activity Open
    Modify the System action date if necessary. This will be the activity's new Follow up/Start date when the further action is taken.
    
    Click Finish or press [Enter] to complete the workflow.
    
    Click Cancel to close the screen without saving your changes.
  - Send a 3rd Request
    Send a 2nd Request and Send a 3rd Request apply only to system event activities generated automatically that involve printing or submission. Click here for a list of events that support second and third requests. Further actions for activities not associated to these events do not process.
    
    Agent/Broker of Record Change
    
    Close Binder Transaction
    
    Fax Sent Successfully
    
    Print Cancellation
    
    Print Lost Policy Release
    
    Review Application
    
    Review Change Request
    
    Submit Application
    
    Submit Cancellation
    
    Submit Change Request
    
    Submit to Carriers
    
    Enter a System action date, or click the down arrow to the right of the field to choose a new date from the dropdown calendar.
    
    Enter the appropriate number in the Follow up again ___ days later field. The System action date in the Third Further Action frame defaults accordingly.
    
    Select a Cover Page for the request.
    
    Enter a Subject for the third request.
    
    Enter a Message for the third request.
    
    In the Third Further Action section, choose the third Action to take:
    
    Close Activity
    
    Enter a new System action date if necessary, or click the down arrow to the right of the field to choose a new date from the dropdown calendar.
    
    Make a selection in the System should ___ when further action is taken dropdown menu:
    
    Close Successfully
    
    Close Unsuccessfully
    
    If you select Close Unsuccessfully, choose a Reason in the dropdown menu.
    
    Note: For instructions on adding unsuccessful reasons to the menu, see Activity Unsuccessful Reasons Configuration.
    
    Click Finish or press [Enter] to complete the workflow.
    
    Click Cancel to close the screen without saving your changes.
    
    Leave Activity Open
    
    Modify the System action date if necessary. This will be the activity's new Follow up/Start date when the further action is taken.
    
    Click Finish or press [Enter] to complete the workflow.
    
    Click Cancel to close the screen without saving your changes.
  - Send a Letter
    Click the lookup button to the right of the Template field. Select an Account type and/or Template folder to determine the templates available for selection. Select the desired Template and click Finish.
    
    Modify the System action date if necessary.
    
    Enter the appropriate number in the Follow up again ___ days later field. The System action date in the Third Further Action frame defaults accordingly.
    
    Make a selection in the System should ___ when further action is taken dropdown menu:
    
    Close Successfully
    
    Close Unsuccessfully
    
    Leave Activity Open
    
    If you select Close Unsuccessfully, choose a Reason in the dropdown menu.
    
    Note: For instructions on adding unsuccessful reasons to the menu, see Activity Unsuccessful Reasons Configuration.
    
    Select the appropriate servicing role from the From dropdown. You can also select Branch.
    
    Select a Cover page for the letter.
    
    Select an email address from the Sender address field, or leave the default selection of <"Default address for "From" selection>.
    
    Enter a Subject for the email.
    
    Optionally enter a Message. If the template selected is configured to be inserted into the email as text rather than as an attachment, you should not enter a Message, as this will interfere with the content of the template.
    
    In the Third Further Action section, choose the third Action to take:
    
    Close Activity
    
    Enter a new System action date if necessary, or click the down arrow to the right of the field to choose a new date from the dropdown calendar.
    
    Make a selection in the System should ___ when further action is taken dropdown menu:
    
    Close Successfully
    
    Close Unsuccessfully
    
    If you select Close Unsuccessfully, choose a Reason in the dropdown menu.
    
    Note: For instructions on adding unsuccessful reasons to the menu, see Activity Unsuccessful Reasons Configuration.
    
    Click Finish or press [Enter] to complete the workflow.
    
    Click Cancel to close the screen without saving your changes.
    
    Leave Activity Open
    
    Modify the System action date if necessary. This will be the activity's new Follow up/Start date when the further action is taken.
    
    Click Finish or press [Enter] to complete the workflow.
    
    Click Cancel to close the screen without saving your changes.
  - Send an SMS Text
    To select a template for the text message, click the lookup button to the right of the Template field. In the Select SMS Template pop-up window that displays, select a Tag to filter the list if necessary and then select a Template. Click Finish.
    
    Enter a System action date, or click the down arrow to the right of the field to choose a new date from the dropdown calendar.
    
    Enter the appropriate number in the Follow up again ___ days later field. The System action date in the Second Further Action frame defaults accordingly.
    
    Make a selection in the System should ___ when further action is taken dropdown menu:
    
    Close Successfully
    
    Close Unsuccessfully
    
    Leave Activity Open
    
    If you select Close Unsuccessfully, choose a Reason in the dropdown menu.
    
    Note: For instructions on adding unsuccessful reasons to the menu, see Activity Unsuccessful Reasons Configuration.
Send a Letter
1. Click the lookup button to the right of the Template field. In the Select Template pop-up window that displays, choose an Account Type, Template Folder, and Template. Click Finish.
2. Enter a System action date, or click the down arrow to the right of the field to choose a new date from the dropdown calendar.
3. Enter the appropriate number in the Follow up again ___ days later field. The System action date in the Second Further Action frame defaults accordingly.
4. Make a selection in the System should ___ when further action is taken dropdown menu:
  - Close Successfully
  - Close Unsuccessfully
  - Leave Activity Open
  If you select Close Unsuccessfully, choose a Reason in the dropdown menu.
  
  Note: For instructions on adding unsuccessful reasons to the menu, see Activity Unsuccessful Reasons Configuration.
5. Select the appropriate servicing role from the From dropdown. You can also select Branch.
6. Select a Cover page for the letter.
7. Select an email address from the Sender address field, or leave the default selection of <"Default address for "From" selection>.
8. Enter a Subject for the email.
9. Optionally enter a Message. If the template selected is configured to be inserted into the email as text rather than as an attachment, you should not enter a Message, as this will interfere with the content of the template.
10. In the Second Further Action section, choose the second Action to take:
  - Close Activity
    Modify the System action date if necessary.
    
    Make a selection in the System should ___ when further action is taken dropdown menu:
    
    Close Successfully
    
    Close Unsuccessfully
    
    If you select Close Unsuccessfully, choose a Reason in the dropdown menu.
    
    Note: For instructions on adding unsuccessful reasons to the menu, see Activity Unsuccessful Reasons Configuration.
    
    Click Finish or press [Enter] to complete the workflow.
    
    Click Cancel to close the screen without saving your changes.
  - Generate an Activity
    Select an Activity Code from the dropdown menu.
    
    Enter a new System action date if necessary, or click the down arrow to the right of the field to choose a new date from the dropdown calendar.
    
    Make a selection in the System should ___ when further action is taken dropdown menu:
    
    Close Successfully
    
    Close Unsuccessfully
    
    Leave Activity Open
    
    If you select Close Unsuccessfully, choose a Reason in the dropdown menu.
    
    Note: For instructions on adding unsuccessful reasons to menu, see Activity Unsuccessful Reasons Configuration.
    
    Click Finish or press [Enter] to complete the workflow.
    
    Click Cancel to close the screen without saving your changes.
  - Leave Activity Open
    Enter a new System action date if necessary, or click the down arrow to the right of the field to choose a new date from the dropdown calendar. This will be the activity's new Follow up/Start date when the further action is taken.
    
    Click Finish or press [Enter] to complete the workflow.
    
    Click Cancel to close the screen without saving your changes.
  - Send a Letter
    In the Third Further Action section, choose the third Action to take:
    
    Click the lookup button to the right of the Template field. Select an Account type and/or Template folder to determine what templates are available for selection. Select the desired Template and click Finish.
    
    Modify the System action date if necessary.
    
    Enter the appropriate number in the Follow up again ___ days later field. The System action date in the Third Further Action frame defaults accordingly.
    
    Make a selection in the System should ___ when further action is taken dropdown menu:
    
    Close Successfully
    
    Close Unsuccessfully
    
    Leave Activity Open
    
    If you select Close Unsuccessfully, choose a Reason in the dropdown menu.
    
    Note: For instructions on adding unsuccessful reasons to the menu, see Activity Unsuccessful Reasons Configuration.
    
    Select the appropriate servicing role from the From dropdown. You can also select Branch.
    
    Select a Cover page for the letter.
    
    Select an email address from the Sender address field, or leave the default selection of <"Default address for "From" selection>.
    
    Enter a Subject for the email.
    
    Optionally enter a Message. If the template selected is configured to be inserted into the email as text rather than as an attachment, you should not enter a Message, as this will interfere with the content of the template.
    
    Close Activity
    
    Enter a new System action date if necessary, or click the down arrow to the right of the field to choose a new date from the dropdown calendar.
    
    Make a selection in the System should ___ when further action is taken dropdown menu:
    
    Close Successfully
    
    Close Unsuccessfully
    
    If you select Close Unsuccessfully, choose a Reason in the dropdown menu.
    
    Note: For instructions on adding unsuccessful reasons to the menu, see Activity Unsuccessful Reasons Configuration.
    
    Click Finish or press [Enter] to complete the workflow.
    
    Click Cancel to close the screen without saving your changes.
    
    Leave Activity Open
    
    Modify the System action date if necessary. This will be the activity's new Follow up/Start date when the further action is taken.
    
    Click Finish or press [Enter] to complete the workflow.
    
    Click Cancel to close the screen without saving your changes.
Send an SMS Text
1. To select a template for the text message, click the lookup button to the right of the Template field. In the Select SMS Template pop-up window that displays, select a Tag to filter the list if necessary and then select a Template. Click Finish.
2. Enter a System action date, or click the down arrow to the right of the field to choose a new date from the dropdown calendar.
3. Enter the appropriate number in the Follow up again ___ days later field. The System action date in the Second Further Action frame defaults accordingly.
4. Make a selection in the System should ___ when further action is taken dropdown menu:
If you select Close Unsuccessfully, choose a Reason in the dropdown menu.

Note: For instructions on adding unsuccessful reasons to the menu, see Activity Unsuccessful Reasons Configuration.
1. In the Second Further Action section, choose the second Action to take: