Cross References

New Customer

  1. Open the Customer Center.
  2. On the Search page toolbar, click New Customer.
  3. On the Form Sections menu, click Cross References.

Existing Customer

  1. Open the Customer Center.
  2. Search for and select the customer you want to modify.
  3. On the Search page toolbar, click Edit.
  4. On the Form Sections menu, click Cross References.

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.

Cross-References is a section of the Customer data entry form. Cross-references enable you to associate additional search criteria with a customer. For example, if the customer who operates multiple businesses under different business names, you could enter the other business names as cross-references. You can then use the cross-reference information to search for the customer on the Customer Search page.

 

To add a new customer, you must enter data in the required fields before you can save data in this section . More...

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

Type*

Choose a Cross Reference Type from the list.

 

Add or manage cross reference types in  Administration Center > Customer/Policy Setups > X-References. You must have appropriate security authorization to access Administration Center.

* Required field

Customer Setup

Additional Customer Info

Contacts

Profiles

Expiration Dates

Accounting Options

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