Contact List

The Contact List holds names, locations, phone numbers, email addresses, and other information related to individuals associated with a selected entity.

Use the following steps to access the Contact List.

1. At Home Base click Clients & Files.
2. Select the desired entity type from the dropdown menu above the list.
3. In the list, select the entity whose information you want to view and click the Contact List button.

Click the links below for the following workflows.

• Add a Contact
• Delete a Contact
• Print Contact Screens
• Contact Detail

The code and name of the selected entity display at the top of the screen.

Contacts are listed by Name, Description, Company, Job Title, and Primary Phone.

Click Previous or Next to view the Contact List for the previous or next client.

Click Detail to display the Contact Detail for the selected info screen.

Click Options to view the options available from the Contact List (options vary based on which tab you are viewing).

Click Cancel to close the Contact List.

Contact Detail

Use the following steps to access the Contact Detail from Home Base.

1. Click Clients & Files.
2. From the dropdown menu above the list, select an entity type.
3. Select the desired entity in the list and click the Contact List button.
4. Select a contact in the list and click Detail.

You can enter or revise information as desired. Click OK to save the information you add. Click Yes to confirm the revision and return to the Contact List.

Note: The OK button is inactive until a revision is made.

Click Options to view the options available from the Contact Detail screen.

Click Cancel to abort editing or viewing Contact Detail and return to the Contact List.

Common Fields

The top frame on the Contact Detail screen contains the following fields that are common to all entities.

• Description
• Name
• Company
• Job Title
• Formal Heading
• Informal Heading
• Street
• City
• State
• Zip
• Generate Map Button
• Primary Phone
• Primary Email
• New Mail Message Button

The tabs at the bottom of the screen hold additional contact information.

Contact Info Tab

The Contact Info tab is used for all entities.

• Method of Contact- Select the preferred way to reach this contact (Phone, Mail, Fax, Email, Do Not Contact, Social Media, Text, Mobile Applications/CSR24, or Other).
• Contact Indicator- Select the category this contact falls under, if applicable (Primary, Accounting, Claims, or Other).
• Phone Numbers- Enter up to six additional phone numbers for the contact.
• 1. In the dropdown field to the left, select a category for this phone number (Business, Business 2, Business Fax, Residential, Residential 2, Residential Fax, Mobile, Pager, or Other).
  2. In the center field, enter the ten-digit phone number. TAM automatically inserts hyphens.
  3. In the field to the right, enter the extension, if applicable.
• Email Addresses- Enter up to three additional email addresses for the contact.
• 1. In the dropdown field, select a category for this email address (Personal, Personal 2, Business, Business 2, or Other).
  2. In the field below the dropdown, enter the email address.

  3. If desired, click the email button to email the contact directly from this screen.

Licensing Info Tab

The Licensing Info tab is used only for producers and employees. This tab holds information pertaining to licenses and continuing education credits.

To enter CE Credits, do the following:

1. Select the appropriate Type of credit from the dropdown list (Property & Casualty, Life & Health, or Other).
2. Enter the Total Hrs. Entries in this field must be whole numbers.
3. Select the credit's expiration date from the Expires dropdown calendar.
4. Enter or update the Hrs Acc (hours accumulated) for credits of this type.

To enter a License, do the following:

1. Select the Res or Non Res radio button to indicate whether this is a residential or non-residential license.
2. Select the Type of license (Producer, Fraternal Producer, Surplus Lines, or Other).
3. Enter the license # and State.

4. Click the Lines button to check all lines of business that this license applies to. When you finish selecting lines, click OK.

Driver Info Tab

The Driver Info tab is used only for customers and prospects.

Note: In order to view this tab, you must be granted rights through Security Manager.

1. Select a Birth Date for this contact from the dropdown calendar.
2. Enter the contact's Drivers License # and License State, and select the Date Issued.
3. Enter the contact's Social Security #.
4. Double click in the Relationship field to determine how the contact is related to the selected customer or prospect.
5. Select the contact's Marital Status and Gender.
6. Check any of the following that apply:
   • Good Student
   • Away Home
   • Driver Training
   • Smokes

Info Classes Tab

The Info Classes tab is used for all entities. Up to eight Info Classes can be added per contact.

Double click inside the field and select a Contact Info Class, and then click OK.

Social Media Tab

The Social Media tab is used to store social media information and provides additional preferred contact methods. Adding these contact methods  provides more flexibility in communicating with your clients and enables you to use your clients preferred method of communicating. Up to six Social Media contact platforms and URLs can be added per contact.

1. Double click inside the Platform field and select a Social Media Platform, and then click OK.
   
   Note: In order to select a platform for your social media URL, your administrator must define the social media platforms in Utility Manager.

2. Enter the social media web address in the Profile URL field.

3. Click the Open Website button to verify the web address entered. Your web address displays in your default web browser.