Notes
Use Notes to enter additional information about a customer, policy, or claim, or attach to a bank, broker, company, employee, or vendor center. You can also enter a personal Note that appears in the Home Center. Notes can also be Sticky, which causes them to appear on top of every application on the assigned user's workstation.
The following sections include more specific information about Notes.
-
Open the Home, Customer, Bank, Broker, Employee, or Vendor Center.
-
On the Views menu, click Notes.
When entering text for a Note, right-click in the text box to activate a shortcut menu with options to Undo, Cut, Copy, Paste, Delete, and Select All.
Field/ Option/ Group | What is this? | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Type |
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Date |
The date the note was created. Today's Date defaults but can be changed. |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Purge On |
Type in or use the date picker to select a date that this note will be purged from AMS360. |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Make Sticky |
Choose this option if you want the Note to appear in the Sticky Note display. This display appears whenever you log onto AMS360. For more information, see Sticky Notes. This check box is only available if you are creating a General note applied to the Customer Center, or a Personal note. |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Print Note with Claim Loss Notice |
If you select a Claim this option appears. Check the box if you want the Note to be printed as an overflow page when you print the ACORD Loss Notice. |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Normal |
Choose the option for the priority of the Note. If you make the Note Sticky, then the Notes are displayed in order of priority. |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Calendar Button |
Click to insert the current date into the Note text box in MM/DD/YYYY format. This button is only active when your cursor is in the Note text box. |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Time Button |
Click to insert the current time into the Note text box in HH:MM AM/PM format. This button is only active when your cursor is in the Note text box. |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
User Button |
Click to insert the Short name of the employee entering the Note. This button is only active when your cursor is in the Note text box. |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Note Text |
Enter the text of the note as you would in a simple text editor. You can copy and paste, use tabbing, and paragraphing. The text also word wraps. |
A Note attached to a bank. If you select Notes > New while viewing a bank in the Bank Center, the bank name pre-fills for you.
Bank Notes can be seen under Views > Notes in the sidebar when viewing a Bank.
A Note attached to a broker. If you select Notes > New while viewing a broker in the Broker Center, the broker name pre-fills for you.
Broker Notes can be seen under Views > Notes in the sidebar when viewing a Broker.
A Note entered with a claim selected. You can print this type of Note on an overflow page when you print the ACORD Loss Notice. If you access Notes from the Claim data entry form, the customer, policy number and claim number pre-fill for you.
Claim Notes can be seen under Views > Notes in the Customer Center.
A Note attached to a company. If you select Notes > New while viewing a company in the Company Center, the company name pre-fills for you.
Company Notes can be seen under Views > Notes when viewing a company.
A Note attached to a customer only. If you select Notes > New while viewing a customer in the Customer Center, the customer name and active policy pre-fill for you.
Customer Notes can be seen under Views > Notes in the sidebar when viewing a customer.
A Note attached to an Employee. If you select Notes > New while viewing an employee in the Employee Center, the employee name pre-fills for you.
Employee Notes can be seen under Views > Notes in the sidebar when viewing an Employee.
A note that has the Personal option selected. View personal notes in the Home Center.
A personal note is only viewable by the person to whom it is assigned. Personal notes do not appear in the Employee Center.
A Note entered with a Customer and Policy selected. You can print this type of Note on an overflow page when you print the ACORD application.
- If you access Notes from the Customer view, the customer and active policy number pre-fill for you.
- If you access Notes from the Policy data entry form, the customer and policy number pre-fill for you.
When you select a Policy from the list on the Notes form, only the most recent transaction effective date appears for the Policy.
Policy Notes can be seen under Views > Notes in the Customer Center.
Any kind of note that has the Make Sticky check box check when the note is created. Choose this option if you want the Note to appear in the Sticky Note display whenever you log onto AMS360. For more information see Sticky Notes.
The Sticky Note display appears on top of any application you open.
A Note attached to a vendor. If you select Notes > New while viewing a vendor in the Vendor Center, the vendor name pre-fills for you.
Vendor Notes can be seen under the Notes view when viewing a vendor.
When considering whether to enter a Note or an Activity keep the following points in mind:
Notes | Activities |
---|---|
Can be entered, edited, or deleted at any time. |
Cannot be changed or deleted after saving. |
Can be printed automatically on overflow pages when printingACORDapplications orLoss Notices. |
Are not printed automatically on overflow pages. Can select to print them manually. |
Does not provide support forErrors and Omissionsbecause of the ability to change and delete. |
Does support Errors and Omissions because of the inability to change and delete. |
See the Activity topic for more details on permanently recording information.
What's Next?
Do you need to see a Note? See Viewing a Note for more information.