Quote Notes

With Quote Notes, you can enter information and/or special details on a specific quote and associate it to the quote in Applied Rating Services.

Accessing Quote Notes

When you access a quote’s notes from Desktop Navigation, the Notes button in the Quote Summary section displays a visual indication (a blue dot) on the top right if there is at least one note on the quote. To quickly identify the notes on the quote, hover over the button to display the Subject for each note. If there are four or fewer quote notes, all display. If there are five or more quote notes, the three most recent quote notes display along with the number of additional quote notes available.

Access Quote Notes using the list buttons, options, or menu bar.

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

In the Quote Notes screen, you can Add, Delete, and Print notes for the selected quote.

 Add Quote Notes

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

Edit Quote Notes

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

Delete Quote Notes

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

Print Quote Notes

1. Click the Print button, located in the list buttons, to print quote notes.
2. Select the checkbox next to each quote note you want to print, or click the Select All checkbox to print all of them.
   
   Note: Select the Print Individually checkbox to print each quote note individually. Select the Preview checkbox to view the content of the selected quote note(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 quote note to the multi-document print queue.
   
   Click the Print Preview button  to preview the quote note(s) before printing.
4. Click the Print button to print the quote note(s).
   
   Click the Save to PDF button if you want to save the quote note(s) on your computer.