Discourage the Adding of Duplicates to Master Additional Interest List

Note: This update represents only a portion of the AMS360 23R3 release. Please navigate to AMS360 2023 R3 Release Notes to review other enhancements and fixes that were part of this release.

To prevent the saving of a duplicate record, users will now receive a warning that the item in question is already found on the Agency Master prior to performing the Save function.

  1. Open the customer profile

  2. Access the Eforms Manager

    1. Either create a new certificate or else view an existing certificate

  3. Add / Edit Holder

  4. New Holder

  5. When entering holder information and the user checks the box to "Write to Agency Cert Master List," the system will scan the existing master list when user clicks "add" to search for matches on Name, City, State & ZIP.

  6. A warning will appear that states the item already exists; respond as follows:

    1. By clicking "Yes": A new item is saved to the master list

    2. By clicking "No": The user is returned to the data entry screen.

 

For complete details on this process, see Add or Edit Certificate Holders.