Client Memos

With Client Memos, you can enter information and/or special details about a client and attach it to a client file in Applied Rating Services.

Accessing Client Memos

When you access client memos from Desktop Navigation, the Memos button in the Client Information section displays a visual indication (a blue dot) on the top right if there is at least one client memo on the client account. To quickly identify the memos on the client account, hover over the button to display the Subject for each memo. If there are four or fewer memos, all display. If there are five or more memos, the three most recent memos display along with the number of additional memos available.

Access Client Memos via the list buttons, options or menubar.

• To access Client Memos from Desktop Navigation, do one of the following:
• Click the Memos button  in the Client Information list buttons
• Click Client > Memos on the menubar
• To access Client Memos from another area of the program, do one of the following:
• Click Communication > Client Memos on the options bar
• Click Client > Client Memos on the menubar

In the Client Memos screen, you can Add, Delete, and Print memos for the selected client.

Add Client Memos

1. Click the Add button in the list buttons to add a Client Memo.
   
   Note: Today’s date defaults in the Date Created field. The Date Created cannot be changed.
2. Enter the memo’s subject in the Subject field.
3. Enter the content of the memo in the Memo field.
4. The Include in Carrier Upload checkbox defaults to selected. Unselect the checkbox if the memo should not be included in the carrier upload.
5. Click OK to add the memo to the client, or click Cancel to discard the changes.

Edit Client Memos

1. Select the memo you want to revise from the list.
2. Revise the Subject and/or Memo content of the selected memo as needed.
3. Click the OK button to save the changes, or click the Cancel button to discard the changes.

Delete Client Memos

1. Select the memo you want to delete from the list.
2. Click the Delete button.
3. The Confirm screen displays: click Yes to delete the memo; click No to cancel the deletion.

Print Client Memos

1. Click the Print button  to print memos.
2. Select the checkbox next to each memo you want to print, or click the Select All checkbox to print all memos.
   
   Note: Select the Print Individually checkbox to print each memo individually. Select the Preview checkbox to view the content of the selected memo(s) before printing.
3. A printer defaults in the Printer Name dropdown list. Click the dropdown list to select a different printer.
   
   Note: Select the Add to Multi-Document Processing checkbox to add the memo to the multi-document print queue.
   
   Click the Print Preview button  to preview the memo(s) before printing.
4. Click the Print button to print the memo(s).
   
   Click the Save to PDF button to save the memo(s) to your computer.