Close a Client Contract Service

1. Locate the account in question and access the Client Contracts area.
   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. In the Locate account dropdown menu, select Client.
   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, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) 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).
   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. 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.
2. Click Services in the navigation panel.
3. A list of services for the selected customer displays. Click the word "Service" in the view filter and select Open.

4. Click to highlight the service and do one of the following:
   • Click Actions > Close Service on the options bar.
   • Click Actions > Close Service on the menubar.
   • Right click on the highlighted service and select Close Service.
5. The Close Service screen displays. Click to highlight an open activity in the list.
6. Choose Successful or Unsuccessful in the Closed dropdown menu.
   
   If you select Unsuccessful, choose a Reason from the dropdown list.
7. Optionally enter an Actual time (in Hours and Minutes) that was spent on the activity/activities.
8. Optionally enter the Actual cost of this activity/activities.
9. If you are entering a note, change the note's Access level if applicable.
10. Optionally enter a Note in the text box provided.
11. Click Finish or press [Enter].