Auto open a record with only one search result

 

Note: This update is part of the AMS360 20R2 release. Navigate to the AMS360 2020 20R2 Release Notes to review other enhancements and fixes that were part of the release.

There is now a view option in the Customer center which will allow a customer record to automatically open if only one result is returned in the customer search. This option can be turned on/off and saved to a User/Agency or System default.

  • This currently does not apply to a customer’s Policy #

  • Be sure to click on Save once you turn on this feature

  • This feature must be turned on and is set to off by default

Auto Open a Record

 

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