Export Contacts

Applied Epic allows you to import and export contacts in different file formats for client verification and for quick and easy entering of data into the program.

1. Access the Accounts area and locate the appropriate entity .
   1. To access Accounts from the Home screen, do one of the following:

   1. • 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 the Locate button on the options bar.

   To access Accounts from another area of the program, do one of the following:

   • Click Home > Accounts on the menubar.
   • Click the down arrow next to Home on the options bar and select Accounts.
   • Click the Locate button on the options bar.

   2. In the Locate account dropdown list, select Broker, Client, Company, Finance Company, Other Interest, or Vendor.
   3. In the Locate by dropdown list, select the appropriate option.
   4. 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
   5. Enter the first few letters of the name, phone number, etc. (depending on the selection in the Locate by dropdown list) and press [Enter] or click Locate.
      
      Note: Location by phone number searches all phone numbers associated with client and contact accounts, e.g., residential, mobile, fax, etc.
   6. 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, to sort by last name in ascending order, click the Last Name column heading. To sort in descending order, click the Last Name column heading again.
2. Click Contacts on the navigation panel, or click Areas, Contacts on the menubar.
3. Change the types of contacts that display in the list if necessary.
   1. Click the word "Contacts" in the view filter.

   

    

   A list of choices displays:

   • All
   • Contact Category
   • Policy Category

   2. Click on the appropriate selection.
4. Do one of the following:
   • Click Actions, Export Contacts on the options bar.
   • Click Actions, Export Contacts on the menubar.
   • Right click the policy and select Actions, Export Contacts.
5. In the Export Contacts window, choose the correct contact Type.
6. To show mapping files that are associated with the selected account, click the Select file by account checkbox.
7. Choose the desired Mapping file.
   
   Note: To choose a file definition that is specific to the selected account, click the Select file by account checkbox before choosing a mapping file.
8. Enter a File name for the file that is to be exported.
9. Select any checkboxes that apply:
   
   • Disable delivery options: Disables the remaining fields on the screen. Skip to step 17 if you select this checkbox.
   • Send as blank template: Sends a blank file to the recipient to be filled in from scratch.
10. If delivery options have not been disabled, the primary contact defaults into the Contact field. To choose a different contact on the account, click the click the lookup button , change the types of contacts that display in the list if necessary, click on the correct payee, and then click Finish.
    1. Click the word "Contacts" in the view filter.

    

     

    A list of choices displays:

    • All
    • Contact Category
    • Policy Category

    2. Click on the appropriate selection.
11. In the Via field, choose the desired contact method:
    
    • Email

      1. Enter the appropriate Email address.

      2. Enter a Subject for the email.

      3. Optionally enter a Message to appear in the body of the email.

      4. Choose to send the file Now or Schedule it to be sent later. If you choose Schedule, enter a date and time for the file to be sent.

      5. Click Continue.

    • Fax
      1. You are prompted: "A sender must be defined for the outgoing fax." Click OK.
      2. In the Change Sender pop-up window, enter a Name or select a Name from the dropdown box. Enter the correct information in the remaining fields, and then click Finish or press [Enter].
      3. Enter the correct Fax number.
      4. Make a Notification selection.
      5. Enter a Subject for the fax.
      6. Optionally enter a Message to print on the fax cover sheet.
      7. Select a fax Cover page.
         
         If you want to see a preview of the fax cover page, click the Preview link label to the right of the field.
      8. If you want to change the name of the person who is sending the fax, click the Change Sender link label.
      9. Choose to send the file Now or Schedule it to be sent later. If you choose Schedule, enter a date and time for the file to be sent.
      10. Click Continue.
    • Print
      1. Pick the correct Printer in the dropdown list, or click Change Printer Settings to display the Print window.
      2. Choose to print the file Now or Schedule it to be sent later. If you choose Schedule, enter a date and time for the file to be sent.
      3. Click Continue.
12. A list of contacts for the selected policy displays. Click Export to create the file.
13. Click Yes to verify that you want to export the list.