Client Contracts
Client Contracts is comprised of the following areas:
To access the Client Contracts area, follow the steps below.
- 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:
- 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.
- In the Locate account
dropdown menu, select Client.
- In the Locate by dropdown
menu, select the appropriate option.
- Select the suitable checkbox or checkboxes to the right:
- Insureds
- Prospects
- Active
- Inactive
- Enter the first few letters of the name, lookup code, phone number,
etc. (depending on your Locate by
selection) 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).
- 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.
- Highlight the desired item
in the Results list.
- Click Client
Contracts on the navigation panel, or click Areas > Client Contracts on the menubar.
Note: You can access policies from the Account
Detail screen in the same manner.
- Click Services in
the navigation panel.