Reopen Activities

1. Locate the account in question and access the Activities area.

   1. To access Accounts from the Home screen, do one of the following:

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        Click Accounts on the navigation panel.

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        Click Areas > Accounts on the menubar.

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        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.

   2. In the Locate account dropdown menu, select Broker, Client, Company, Employee, Finance Company, Other Interest, or Vendor.
   3. 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).
   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, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and press [Enter] or click Locate.

   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.

   7. Highlight the desired item in the Results list.

   8. Do one of the following:

      • Click Activities on the navigation panel.

      • Click Areas > Activities on the menubar.

2. Click the word "Activities" in the view filter and select Closed.

3. The closed activities for the selected account display in the list. Click to highlight the desired activity or activities in the list and do one of the following:
   
   • Click Actions > Reopen on the options bar.
   • Click Actions > Reopen on the menubar.
   • Right click the selected activity or activities and select Reopen.
4. You are prompted, "Do you wish to reopen this activity/these activities?" Click Yes.