Using Quicklinks

Quicklinks allow you to access key information for a client’s account without having to bring up different screens (for example, if a client calls with routine questions regarding their account).

For instructions on configuring a user's Quicklinks, see Customize Quicklinks.

1. Access the Accounts area and locate the client in question.
   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 Locate 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 Locate on the options bar.

   2. Select Client in the Locate Account dropdown menu of the Account Locate screen.

   3. In the Locate by dropdown menu, select the appropriate option.

   4. Select the suitable checkbox or checkboxes to the right.

      • Insureds
      • Prospects
      • Active
      • Inactive
   5. Enter the first few letters of the name, policy number, phone number, etc. (depending on the selection in the Locate by dropdown menu) and click Locate or press [Enter].
      
      Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
   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, 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.
2. Highlight the client in the Results list.
3. You can access the following information using Quicklinks:
   
   • Account Servicing Contacts
   • Account Structure
   • Account Balance
   • Recent Services
   • Current Policies
   • Recent Attachments
   • Recent Certificates Entered
   • Recent Transactions
   • Open Activities
   • Open Claims
   • Open Opportunities
   • Agency Defined Categories
   • Relationships

The Quicklinks that display for you may vary, depending on which Quicklinks your system administrator set up for you.

4. To view the information, click on the Quicklink to expand it.
5. To view the detail for an item in the list (for example, to view the detail for a specific policy), double click on the item.
   
   Note: Double clicking on an employee's name creates an email message with the selected employee's email address in the To field.