Auto open a record with only one search result
Note: This update is part of the AMS360 20R2 release. Navigate to the AMS360 2020 20R2 Release Notes to review other enhancements and fixes that were part of the release. |
There is now a view option in the Customer center which will allow a customer record to automatically open if only one result is returned in the customer search. This option can be turned on/off and saved to a User/Agency or System default.
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This currently does not apply to a customer’s Policy #
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Be sure to click on Save once you turn on this feature
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This feature must be turned on and is set to off by default
Auto Open a Record