Profiles
New Customer
- Open the Customer Center.
- On the Search page toolbar, click New Customer.
- On the Form Sections menu, click Profiles.
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 Profiles.
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.
Profiles is a section of the Customer data entry form. Use this section to track additional customer information that is not entered anywhere else in AMS360. This information can then be used to create Target Lists in the Sales Center, or as merge fields in Form Letters.
The profile questions appearing in this section pre-fill based on what has been entered in Profile Question Setup.
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 |
From Profile Question Setup. Determines the type of business for which the question will appear. |
|
Question |
From Profile Question Setup. Cannot be changed in this section. |
|
Answer |
Use the hint in the field to determine the format required for the answer. |