Revise Lienholder Detail

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Lienholders.
3. Select the appropriate lienholder in the list.
4. Click the Detail button.
5. Revise the lienholder information as desired.
   1. When revising the lienholder's name, address, and contact information, please note the following:
      • The Attn field can be used for an extension of the lienholder'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 lienholder's email address, you can click the email button to email the lienholder directly from this screen.
      • After entering the lienholder's web address, you can click the hyperlink button to launch the lienholder's website in your default web browser.
   2. Use the Hdg field to type the lienholder'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. Use the Note field to enter any additional information regarding the lienholder. This is a free-form field, but the data entered here can be accessed in searches and reports.
   4. Double click in the Code field to assign a code to the lienholder. 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. 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.
   5. Use the Comments field to record additional pertinent information.
   6. Select the Statement format to use for this lienholder.
      • 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
6. The following fields are informational only and cannot be revised.
   • Notes: Number of notes entered for this broker.
   • Activity: Number of open activities for this broker.
   • Transactions/Balance: The bottom of the screen displays the dates, types, descriptions, and amounts of the last two transactions entered on this account, as well as the resulting account balance.
7. Click Options to access the following workflows:
   • Archives
   • Listings Menu
   • • Activity
     • Memo
     • Contacts
     • Note
     • Transaction
     • Attachment
   • Sticky Menu
   • Call History
   • Find First Open Item
   • Links
   • Journal Entry
   • • Writeoffs
     • J/E Between Items
     • Apply Debits to Credits
     • Reverse CRI DBI
   • Create Label
8. Click OK to save any changes, and then Yes to verify the record revision. To close the screen without applying changes, click Cancel.