Retail Agent/Broker Contacts

In this topic, we continue our setup of a retail agent/broker started in Add a New Retail Agent Broker. This feature can be accessed by clicking the Retail Agent/Broker command on the Tables Menu.

Use this tab to enter and maintain retail agent/broker contacts in the AIM Phone Book. You can also transfer contacts from other companies and transfer submission records to another contact within the same retail agency/broker.

The contacts for the retail agent/broker are displayed on the Contacts tab in the grid layout. We will discuss how to add a new contact. You can use this information later to edit existing contacts. The following table explains the functions of the buttons located on the Contacts tab.

Button	Function
	Add a new contact
	Edit the selected contact
	Transfer contacts from the selected agent/broker
	Transfer submissions to the selected contact

1. In the Filter pane, choose from the following filter methods to control the types of records shown in the grid.
   1. All – All contacts are displayed.
   2. Active – Only contacts active in your AIM system are displayed.
   3. Inactive – Only contacts that are not active in your AIM system are displayed.
2. Click the Add button, located in the Action pane, to add a new contact.

3. Use the steps outlined in the Phone Book Contacts topic to add a new contact.

Contacts can only be added or edited. For record keeping purposes, contacts may be made inactive but not deleted.

4. In the Transfer contacts from list, select a company to transfer contacts from.
5. Click Transfer Contacts From to transfer the contacts from the selected company.
6. To transfer submission records from one contact to another:
   1. Select a contact whose submissions you want to transfer in the grid.
   2. Select the contact to which you want to transfer the submissions in the Transfer submissions to list.
   3. Click Transfer Submissions To to complete the transfer.

See Also