Edit a Client
You can edit client information in Client Summary. Move your cursor over the end of the information until you find a pencil and then click to open the editing window.
A small window opens for you to make your change.
The client is updated in AMS360 and PL Rating , depending on where the client exists.
Marking All or Personal Lines in Type of Business during edit doesn't created the client in PL Rating. |
© 2017 Vertafore