Contacts
How to Access
New Customer
- Open the Customer Center.
- On the Search page toolbar, click New Customer.
- On the Form Sections menu, click Contacts.
Existing Customer
- Open the Customer Center.
- Search for and select the customer you want to modify.
- On the Search page toolbar, click Edit.
- On the Form Sections menu, click Contacts.
Next Steps
Enter or change customer information by choosing each section of the form from the sidebar menu. Save your entries as often as you like or wait until you're finished entering data for the entire form. You don't lose information when switching between sections.
When you are finished, you have the following options:
- Save: Saves what you've entered and the form remains open.
- Save and Close: Saves what you've entered
and returns you to the Customer View page.
- For a new customer - the default view for the customer displays.
- For an existing customer - the Customer Overview appears.
- Exit: Closes the form without saving information
you've entered since you last saved the form and does one of the following:
- For a new customer when no information has been saved - Returns you to the Customer Search page.
- For an existing customer - Returns you to the Customer Overview for the customer.
Contacts is a section of the Customer data entry form. Enter Customer Contacts in this section so the information is available when creating a new policy.
To add a new customer, you must enter data in the required fields before you can save data in this section . More...
How to change the customer's account status
If the customer has no active policies with your agency, but you want to retain the customer information, click Make Inactive.
The button changes to Make Active so that you can re-activate the account in the future.
Key Fields
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Responsibility |
The Contact Responsibility determines how the Contact flows to other areas. More... |
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Display on overview page |
Select this option to see the Contact listed on the Customer Overview page. In addition, use the Display Order field to determine the order in which the Contact names appear on the Overview. |
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Display Order |
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Update from Customer |
Click this to pull the address information from the Customer Setup section. This option saves time in not having to re-type the address information. |