From the dropdown menu above the list, select Agents.
Select the desired agent in the list.
Click the Detail button.
Revise the agent information as desired.
At the top of the screen, enter address and contact information for the agent. You may want to note the following:
The Attn field can be used for an extension of the agent's name or for an additional address line.
The P.C. field is searchable. Double click in the field and enter or select the appropriate postal code.
The following fields are available for agent contact numbers:
Phone
Fax
Mobile 1
Mobile 2
After entering the agent's email address, you can click the email icon to email the agent directly from this screen.
After entering the agent's web address, you can click the hyperlink icon to launch the agent's website in your default browser.
Use the Hdg field to type the agent'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.
Use the Note field to enter any additional information regarding the agent. This is a free-form field, but the data entered here can be accessed in searches and reports.
Double click in the Code field to assign a code to the agent. 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.
Use the Comments field to record additional pertinent information.
Check the Receives 1099 form checkbox if the agent is a third-party earning more than £600 from your agency and requires a 1099 form for tax purposes.
Select the Statement format to use for this agent.
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
The following fields are informational only and cannot be revised.
Notes- Number of notes entered for this agent.
Activity- Number of open activities for this agent.
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.
to email the agent directly from this screen.
to launch the agent's website in your default browser.