Revise Customer Detail

  1. At Home Base, click Clients & Files.
  2. From the dropdown menu above the list, select Customers.
  3. Scroll through the list to select the desired customer, or type the first few letters of the customer code in the field below the list to jump to the closest match.
  4. Click the Detail button.
  5. Revise the fields on the Customer Detail screen as necessary.
    1. When revising name, address, and contact information for the customer, please note the following:
      • To allow for proper, legal names of your clients, the Name field supports up to 100 characters. If needed, make any amendments to the field by removing any abbreviations to best reflect your customer's legal name.
      • The Attn field can be used for an extension of the customer's name or for an additional address line.
      • The Zip field is searchable. Double click in the field and enter or select the appropriate zip code. The city and state then fill in automatically.
      • After entering the customer's address, you can click the Generate Map button to view a map of the location using Google Maps. You must have Internet access to use this feature. See Generate Map for more information.
      • The following fields are available for customer contact numbers:
        • Res (for the primary residence number)
        • Mobile 1
        • Mobile 2
        • Fax
        • Bus 1 (for the primary business number)
        • Bus 2 (for a secondary business number)
      • After entering the customer's email address(es), you can click the email button to email the customer directly from this screen.
    2. Use the Hdg field to type the customer's name as you would like it to be pulled into correspondence (form letters, proposals, etc.). Do not include the word "Dear" or any punctuation.
    3. Double click in the Ocp field to select the customer's occupation. (If the customer's occupation does not display in the list, click Add. Enter the new occupation Code and click OK.) Select the appropriate occupation and click OK.
    4. Use the Note field to enter any additional information regarding the customer. This is a free-form field, but the data entered here can be accessed in searches and reports.
    5. Use the Web field to enter the customer's web address. After entering it, you can click the hyperlink button to launch the customer's website in your default web browser.
    6. Select the Personal Lines or Commercial Lines radio button.
    7. In the frame to the right, double click in the appropriate fields to assign an Agency, Branch, CSR, Producer, Code, and Broker to the customer.
      1. The Code field contains a user-defined two-digit code used to classify clients and files in TAM. Examples include Personal Lines, Commercial Lines, and Benefits.
      2. To add a new code from this screen, double click the Code field and click Add. You are prompted to enter the Code as well as a Description. Click OK.
    8. Select the Statement format to use for this customer.
      • Open Item- A detailed statement format displaying each item, all applyments to each item, each item's resulting balance, and the total balance of all items.
      • Balance Forward- A simpler statement format that displays the beginning and ending balance along with a list of all transactions but doesn't display the balance for each item.
      • Simplified- More detailed than Balance Forward but simpler than Open Item, includes the balance for each transaction but doesn't show the individual applyments.
      • No Statement
    9. Use the Invoice Page Break field to determine how you would like invoices to print for this customer.
      • Customer- All items due for the same customer in the same accounting month are grouped on the same invoice.
      • Policy- All items due for the same policy in the same accounting month are grouped on the same invoice.
      • Invoice- Each item is placed on a separate invoice.
    10. Use the Service Charge field to determine whether service charges should be issued to this customer.
    11. In the Marketing Opt-Out frame, select Yes to exclude this customer in marketing searches, or leave the default selection, No, to include the customer.
    12. The User Fields allow you to further categorize the customer for informational or marketing search purposes. These fields are defined in Utility Manager (see Define Field Defaults). Double click the fields to make the appropriate selections.
    13. Double click the Marketing Plan field to determine the marketing plan in which to include the customer.
    14. Select the Do Not Purge checkbox to make the customer unavailable to the Customer and All Related Data purge utility.
      Note: You must have the Revise Purge security option granted under Security Manager > Program Access > Customer to select or deselect this checkbox.
  6. The following fields are informational only and cannot be revised.
  7. Click Options to access the following workflows:
  8. Click OK to save any changes, then Yes to verify the record revision. To close the screen without applying changes, click Cancel.