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Notation Setup

Notations are important comments about your customers and their policies and/or submissions. Use Notation Setup to add items to the Notation lists that appear in Customer, Policy, and Submission data entry. When selected for a customer, policy, or submission, the Notation appears in the Customer Center View.

You can also use Notations as criteria in a Target List in the Sales Center.

ClosedAccessing Notation Setup

From any center or form that has a Toolbox menu, click Toolbox > System Administration > Customer/Policy Setups >Notations.

You must have proper authorization to access Notation Setup.

ClosedFields in Notation Setup

Field

What is this?

Type

Choose whether the notation appears in the Customer or the Policy/Submission data entry form's Notation list.

Notation

Enter the notation that appears in the Notation list.

Active

When checked, the Notation is active and appears throughout AMS360 in the appropriate Notation list.

ClosedPermanent Notations

AMS360 includes Permanent Notations (identified by an 'X' in the Permanent column) that cannot be deleted. If you do not want a notation to appear in the appropriate lists throughout AMS360, uncheck the Active box to inactivate the notation.

For more information on Notations see Workflow: Add, Edit, and Delete Notations.

What's Next?

Do you need to apply these Notations in the Name & Address section of the Customer data entry form or the Basic Policy Information section of the Policy or Submission data entry forms?


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