In the Customer Center, search for and select the customer. With a customer record open, from the sidebar menu select Views > Certs.

A brief summary of customer information appears below the customer name. See information about what the summary includes.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Key View Options

Display

Filter the list to Master with Holder records (original Cert record with all of its holder records), Master certificate only (no holders), or Holders only.

Policy

Select a policy to view certificates issued for that policy.

Certificates up to

Display Certs with issue dates that are within a specific number of days old. The default is 90 days.

Issued Date From - To

No Holders Attached
The date range entered is used to filter certificates based on the last changed date.

Holders Attached
Certificates issued on or between the specified dates are shown in the list.

Enter a full date range or choose only a From date to see all items beginning with that date through current date. Alternately, choose only a To date to see all items from the date you began using AMS360 through the date entered.

Name prefix From - To

View certificates for certificate holders with names beginning with specific characters or range of characters. You can enter up to 20 characters in this field. The more characters you enter, the more narrow the results will be.

Examples:

Enter B through D to view all certificates with holder names beginning with B, C, or D.

Entering Ba to Be would return Bank of America, Barry Smith, and Best Finance, but not Billings Bank or Frank Barry.

Enter a "To" prefix only to search from "A" through the "To" prefix.

Enter a "From" prefix with no "To" to search to "Z".

To see the data that meets your selection criteria, click Apply View.

Certs

Applies to:  Customer Center

The Certs view is a starting point for working with certificates issued for a customer. More...ClosedFrom this view you can create a new certificate, or launch the EForms Manager, which enables you to:
View or print a certificate
Add attachments to a certificate
Add holders and contact information for a certificate

Key fields

Certificate #

The number assigned when the certificate was created. If no certificate holders are shown, click the Certificate # to open it in eForms Manager where you can view the entire form or update, renew, or perform additional functions.

Description

The short description entered when the certificate was created.

Holder

Name of the certificate holder, if any. Click the link to open the certificate in the eForms Manager.

Description of Ops./Special Cond. #

The description of Operations or Special Conditions entered in the corresponding fields on the certificate.

Issued Date

The date the master certificate was created, or date issued to an additional interest.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

Click New Cert Liab and complete the form in the EForms Manager.More...

Click New Cert Prop and complete the form in the EForms Manager.   More...

Locate the certificate in the list and click the certificate number. The certificate is displayed in the EForms Manager. Please see EForms Manager for more information about additional functions available. More...

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.