Notation Setup
Notations are important comments about your customers and their policies and/or submissions. Use Notation Setup to add items to the Notation lists that appear in Customer, Policy, and Submission data entries. When selected for a customer, policy, or submission, the Notation appears in the Customer Center View.
You can also use Notations as criteria in a Target List in the Sales Center.
Accessing Notation Setup- Open the Administration Center.
- On the Customer/Policy menu, click Notations.
You must have proper authorization to access Notation Setup. |
MenusThe following menus are available in a data entry form. Click each menu item to see detailed information. Note that the available menus vary depending on the form.
Fields in Notation SetupClick New (or Edit) and enter the following information. When finished, click Add (or Update). The updated information appears in the associated grid. To add multiple entries, repeat this procedure.
Type | Choose whether the notation appears in the Customer or the Policy/Submission data entry form's Notation list. |
Notation | Enter the notation that appears in the Notation list. |
Active | When selected, the Notation is active and appears throughout AMS360 in the appropriate Notation list. |
Permanent NotationsAMS360 includes Permanent Notations (identified by an "X" in the Permanent column) that cannot be deleted. If you do not want a notation to appear in the appropriate lists throughout AMS360, clear the Active check box to inactivate the notation.
For more information on Notations, see Workflow: Add, Edit, and Delete Notations.
What's Next?
Do you need to apply these Notations in the Name & Address section of the Customer data entry form or the Basic Policy Information section of the Policy or Submission data entry forms?