Define Field Defaults

Use these utilities to create a list of valid field choices for field defaults on customer and prospect screens. Creating a list of valid field choices ensures that agency employees enter consistent codes, which is necessary for generating reports and creating marketing plans. You can also print the Field Defaults Report through this utility.

• Define Fields
• Print Field Defaults Report

Define Fields

Use this option to define valid field choices for the following fields:

• Absence Reasons
• Attachment Categories
• Attachment Descriptions
• Attachment Subcategories
• Benefit Options (workflow for this option differs slightly, see Define Benefit Options)
• Claim Coverage Codes
• Insurer Phone Types
• Contact Classes
• Contact Relations
• Customer Codes
• Customer Service Representatives (CSR (A/H)s)
• Employee Classifications (see Define Employee Classifications)
• Employee Title
• Occupations
• Policy Pay Plans
• Policy Status Codes
• Policy Type Classifications
• Introducer Regions
• Prospect Current Insurers
• Prospecting Codes
• Rejection Reasons
• Social Media Platforms
• User Fields (1-3)
• WHO to Follow-Up Codes

Add a Field Choice
Revise a Field Choice
Delete a Field Choice

Add a Field Choice

1. At Home Base, click Utilities.
2. On the Utility Manager screen, open the General folder in the treeview.
3. Open the Field Defaults folder and select the utility for the field choice you want to define (such as Define Absence Reasons).
4. Click the arrow to continue.
5. Click Add.
6. Type a Code and a Description (where applicable), then click Add.
7. Click Cancel to return to the Utility List.

Revise a Field Choice

1. At Home Base, click Utilities.
2. On the Utilities Manager screen, open the General folder in the treeview.
3. Open the Field Defaults folder and select the utility for the field choice you want to revise (such as Define Absence Reasons).
4. Click the arrow to continue.
5. Select the field choice you want to revise, and click Revise.
6. Revise the Description, then click OK.
7. Click Cancel to return to the Utility List.

Delete a Field Choice

1. At Home Base, click Utilities.
2. On the Utilities Manager screen, open the General folder in the treeview.
3. Open the Field Defaults folder and select the utility for the field choice you want to delete (such as Define Absence Reasons).
4. Click the arrow to continue.
5. Select the field choice you want to delete, and click Delete.
6. Click Yes to verify the deletion.
7. Click Cancel to return to the Utility List.

Print Field Defaults Report

1. At Home Base, click Utilities.
2. On the Utilities Manager screen, open the General folder in the treeview.
3. Open the Field Defaults folder and select Print Field Defaults Report.
4. Click the arrow to continue.
5. Select the items (field defaults) you want to print. To select multiple items, hold down the [CTRL] key and click the items. Click Select All to select all the items or Select None to clear your choices.
6. Click Print Report.
7. Click Back to return to the Utility List.