Misc

In this topic, we continue our discussion of the Phone Book which can be accessed from the Tools Menu.

Using the Phonebook's Misc tab, can add or update the following types of information:

• Status Note
• Available Programs/Companies (carriers)
• Available Markets (Agents/Brokers)
• (System) Notes
• Attachments

In the following table, we describe the available buttons and their functions.

Button	Function
	Move to the first record (Listing tab)
	Move to the previous record
	Move to the next record
	Move to the last record
	Refresh the list of records
	Save your changes
	Abandon your changes without saving

In the steps below, we show you how to add new information to the selected Phone Book listing. With a little practice, you can easily modify our steps to edit existing entries later.

1. In the Status Note text box, type the status note.
   Status notes can also be entered for the retail agent/broker or carrier via DMU on the Agent table or the Company table. For more information, please refer to the Data Maintenance Utility help file.

2. For carriers, enter information about any programs or associations for the carrier in the text box provided on the Available Programs/Companies tab.
3. Click Save to save your changes, otherwise; click Cancel to abandon your changes.

4. For retail agents/brokers, enter market information in the text box provided on the Available Markets tab.
   Available markets can also be entered in the Agent table of DMU and are generally used to indicate which agents/brokers write for which markets.

5. Click the Notes tab to add a system note in the manner described in Note.

6. Click the Attachments tab to add an attachment using the steps described in Attached Files.

See Also