All Views

The following views are available from the Home Center sidebar. Views are listed in the sidebar menu in the order specified in your User Options. More...

Dashboard	View recent customers, Message Board, favorite links and more using the Dashboard view. More...
Suspense	Create, view, and/or update tasks that have been logged for follow-up. More...
Notes	View, modify, or add Notes. More...
Suspended Billing	View or open your Suspended Billings or those assigned to you. More...
Alerts	View and act upon Alerts for which you are assigned a primary or backup role. More...
My Documents	View and manage unprocessed documents assigned to you. More...
My Expiring Policies	View all expiring policies for which you are responsible as primary or backup assignee. More...
My Renewal Lists	View Renewal Lists for which you may be responsible. More...
My Scheduled Reports	View reports to distribute where you are the primary or backup approver. Also, view reports you've created using the Scheduled Reports feature. More...
My User Reports	View and manage the User reports you use most often. More...
Campaigns	View, create new, copy, or delete existing Campaigns. You can also Manage Responses for Campaigns in progress. More...
Target Lists	View and create new Target Lists based on specific criteria you choose. More...
Distribution	View, create new, or run existing Distribution Jobs. You can see status of current distributions and scheduling/recipient information. More…