Contacts

New Customer

1. Open the Customer Center.
2. On the Search page toolbar, click New Customer.
3. On the Form Sections menu, click Contacts.

Existing Customer

1. Open the Customer Center.
2. Search for and select the customer you want to modify.
3. On the Search page toolbar, click Edit.
4. On the Form Sections menu, click Contacts.

Enter or change customer information by choosing each section of the form from the sidebar menu. Save your entries as often as you like or wait until you're finished entering data for the entire form. You don't lose information when switching between sections.

When you are finished, you have the following options:

• Save: Saves what you've entered and the form remains open.
• Save and Close: Saves what you've entered and returns you to the Customer View page.
  • For a new customer - the default view for the customer displays.
  • For an existing customer - the Customer Overview appears.
• Exit: Closes the form without saving information you've entered since you last saved the form and does one of the following:
  • For a new customer when no information has been saved - Returns you to the Customer Search page.
  • For an existing customer - Returns you to the Customer Overview for the customer.

If the customer has no active policies with your agency, but you want to retain the customer information, click Make Inactive.

The button changes to Make Active so that you can re-activate the account in the future.

• Required fields have a red asterisk and must be entered by the user; otherwise, the user will not be able to Save.

• Recommended fields have a blue asterisk and are suggested as important, although the user can Save them without entering them.

• Optional fields are less important and may or may not be entered; however, the user can Save them without entering them.

Customer Setup

Additional Customer Info

Service Groups

Profiles

Cross References

Expiration Dates

Accounting Options