User Options

This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

User Options

This feature is a tool that allows each AMS360 user to specify their individual preferences for Display Options, Center Tab Order, and Integration Partners. When set, these options apply whenever and wherever the user logs into AMS360.

Accessing User Options

You can access User Options in the following ways. From any center or form that has a Toolbox menu:

Click Toolbox > System Administration > User Options.
Click Toolbox > Integration > Export. Click the Setup link.
ClickToolbox>Integration>Import. Click theSetuplink.

User Options Sections

These options are set for the user that is currently logged into AMS360. If you are making these settings for another user, login with their login id and password.

Display Options

Use the information in the table below to set the options in this section:

Field/ Group

What is this?

Policy Information

This option appears only if you have proper authorization.

Option

What is this?

Open policy in View mode

Choose this option if the user wants the Policy data entry form to open in view mode, where changes cannot be made to the policy information.

If the user has security authorization to edit policy information, they can change from view to edit mode in the Policy data entry form. This option is on the File menu.

Open policy in Edit mode

Choose this option if the user wants the Policy data entry form to open in edit mode where changes can be made to the policy information.

Set the Maximum Number of Rows Displayed in the Center Grids to ___ (10 - 100)

Indicate the maximum number of rows of information that display for each page of a center table by entering a number from 10 to 100. For example, the list of customers in Customer Search, the activities that display on the User Center, and the list of companies that display in the Company Center.

This setting applies only to center tables. Data entry grids scroll after approximately 11 rows of information are entered.

Allow scrolling in center grids

This option allows you to turn on or off the scrolling ability in center tables.

This is turned on by default.

Auto launch Sticky Notes

Check to display Sticky Notes automatically.

Generate the Financial Center Information:

Every time the center page is loaded it generates the Financial Center information per your selection.

Option

What is this?

Once per day

The first time the center is accessed on a given day AMS360 pulls the Financial Center information and stores this in cache. Subsequent access to the center page on the same day will populate using the values stored in cache. The next day the data will be re-generated and again stored in cache for the day.

Real-Time

This option matches the current data from the Financial Center each time the center is accessed.

This is turned on by default.

Display an asterisk (*) for required fields

Select this option if you want an asterisk to appear before the names of the required fields in data entry forms. The default color for required fields is red (or whatever color is set in Color Setup). Choosing this option adds an asterisk in the same color as the required field.

For this setting to take effect, you must sign off of AMS360 and login again.

Select Color Setup to Customize Your System Colors

Click the Color Setup link to open the Color Setup data entry form. There you can modify the colors for the user.

You can set colors for the entire agency in Color Setup if you have proper authorization.

Center Tab Order and View Options

In this section, only the centers that the user is authorized to access appear in the grid. Centers cannot be added here. To add centers, grant the user access to the center in Employee Setup.

Select a center row in the grid and click edit. The following fields appear:

Field/ Group

What is this?

Center

The name of the center appears for reference only. This field cannot be changed.

Available Tabs

The list of tabs displayed in the selected center that do not currently appear in that center.

Tabs listed in the Available Tabs list can be viewed from the center's tab menu.

Selected Tabs

The list of tabs that currently display in the selected center.

The order of the tabs determines the order in which they appear when the center is opened.

Available when you make a selection from the list of Available Tabs. Use to move your selection to the list of Selected Tabs.

Available when you make a selection from the list of Selected Tabs. Use to remove your selection from the list and make it invisible in the selected center. The tab appears in the list of Available Tabs.

Available when you select a tab in the Selected Tabs list. Use to move the selection up in the list.

When you open a center the tabs display in the same order as they appear in the Selected Tabs list.

Available when you select a tab in the Selected Tabs list. Use to move the selection down in the list.

When you open a center the tabs display in the same order as they appear in the Selected Tabs list.

Reset to System Default

Click to override custom selections and return to the system defaults. To view the system defaults, click here.

System Default Center Tab Order and View Options

If you select Reset to System Defaults for a center, the following options apply:

Center	Tab Order/View Options
User Center	Selected Tabs Suspense Notes Suspended Billing Alerts My Documents My Reports
Customer Center	Selected Tabs Policies Activity Claims Aged A/R Register Available Tabs Binders Certs Change Requests Company A/P Documents EPI Invoices Notes Payments Profile Statement Sub-customers Submissions Suspense X-Dates
Bank Center	Selected Tabs Register Deposits Statements Recurring Checks Activity Available Tabs Documents Notes Suspense
Broker Center	Selected Tabs Register A/R Activity Charts Activity Suspense Available Tabs Documents Notes
Company Center	Selected Tabs Register Suspense Charts Activity Notes Available Tabs Documents
Employee Center	Selected Tabs Register Suspense Charts Activity Notes Available Tabs Documents
Vendor Center	Selected Tabs Register Invoices Activity Suspense Notes Available Tabs Documents
Financial Center	Selected Tabs Banks Charts Journal Entries Account Current Commission Payable Vendor Invoices Available Tabs Budgets Company DBD Direct Bill Recurring JE
Sales Center	Selected Tabs Target List Campaigns Charts

Integration Partners

Use this section to set up information for your integration partners such as rating and WebSEMCI.

All of the setups in the table below are associated with the user that is currently logged into AMS360, except the following location fields:

Integration Directory
Program Name path

These locations are created on the workstation where setup is done. Therefore, when the user logs into another workstation, these directories may not exist. See the link in the last row of the table for information on creating these directories on another workstation.

Field/ Group

What is this?

Vendor Type

Select the type of integration this vendor provides. The following link includes information that pre-fills to the integration partner setup fields based on the type you select.

Information that Pre-fills Based on Vendor Type

The following information pre-fills, but can be changed.

Vendor Type

Information that pre-fills

Producer Plus

Field	Information
Name	Producer Plus
Integration Type	Commercial
Integration Directory	C:\AL3Exp
Program Name	C:\Program Files\AMS Producer Plus\IntLink.exe" -import -p AMS360 -f %DIR%\%FILE%

AP Insurance

Field	Information
Name	AP Insurance
Integration Type	Personal and Commercial
Integration Directory	C:\APInsure\Upload
Program Name	(none)

IRS AIMS

Field	Information
Name	IRS AIMS
Integration Type	Personal and Commercial
Integration Directory	C:\IRSRate
Program Name	(none)

PS4 Plus

Field	Information
Name	PS4 Plus
Integration Type	Commercial
Integration Directory	C:\AL3Exp
Program Name	C:\Program Files\PS4Plus\PS4Lnk.exe" -import -p PS4360 -f %DIR%\%FILE%

QuoteWorks East

Field	Information
Name	QuoteWorks East
Integration Type	Personal
Integration Directory	C:\CPRate
Program Name	C:\QWPS\bin\transfer.exe c:\cprate\AMS.AL3

QuoteWorks West/Central

Field	Information
Name	QuoteWorks West/Central
Integration Type	Personal
Integration Directory	C:\QWRate
Program Name	C:\QW\QuoteWorks.exe

Rackley

Field	Information
Name	Rackley Systems for Windows
Integration Type	Personal
Integration Directory	C:\RRate
Program Name	C:\RackWin\USA\RImpExp\RImpExp.exe

Rating

Field	Information
Name	Other Vendor
Integration Type	Personal
Integration Directory	(none)
Program Name	(none)

Real Time Rate - AMS

Field	Information
Name	Real Time Rate - AMS
Integration Type	Personal
Integration Directory	(none)
Program Name	(none)

SAM

Field	Information
Name	AMS SAM Upload
Integration Type	Personal
Integration Directory	%APTLOCL%\IMPORT
Program Name	%APTDIR%\BIN\SAM.EXE

SETWrite

Field	Information
Name	SETWrite
Integration Type	Personal
Integration Directory	C:\AMSRACK\Integrat\AMS360
Program Name	C:\AMSRACK\ARImport.exe /Partner=3

Unedited

Field	Information
Name	Other Vendor
Integration Type	Personal
Integration Directory	(none)
Program Name	(none)

WinFSC

Field	Information
Name	WinFSC
Integration Type	Personal
Integration Directory	C:\FSCRate
Program Name	C:\WinFSC\Program\FSC.exe ms -m360 -fc:\FSCrate\AMS###.AL3 -te

When you save the setup information, the Integration Directories and Program Names are created.

Name

The name fills for you based on the Vendor Type you select, but can be changed.

You can enter up to 30 characters for the name.

Integration Type

Choose the type of business that you integrate with this vendor. You can choose either Personal, Commercial, or both.

Location

What is this?

Integration Directory

Enter or verify the directory path where the integration files are to be stored for this vendor. This tells AMS360 where to place exported files for the vendor and look for imported files from the vendor, if applicable.

The directory path fills based on the Vendor Type selected. Confirm the directory path.

If the path does not default, use Browse to open the Browse for Folder dialog box and select the directory.

Program Name

Enter or verify the directory path and name of the program that opens the vendor's software. In some cases, AMS360 can launch the vendor software when a file is exported using this vendor.

The directory path and program name fill based on Vendor Type selected. Confirm the information.

If the path does not default, use Browse to open the Browse for Folder dialog box and select the directory path and program.

When you select to Add this integration partner, the Integration Directory and Program Name path are created on the workstation where setup is being done.

Instructions for Creating Integration Directories on Other Workstations

What's Next?

Do you want more information on setting up, exporting, or importing capabilities for rating, upload, or other integration partners? See Single Transaction Export or Single Transaction Import for more information.

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© 2015 Vertafore, Inc. and its subsidiaries. All Rights Reserved. Vertafore, the Vertafore design, AMS360, Vertafore Producer Advantage, Producer Plus, AgencyEDGE, ReferenceConnect, BenefitPoint, Engage, and WorkSmart are registered trademarks of Vertafore, Inc. or its subsidiaries. Third party marks belong to their respective holders. AMS360 Classic Help updated 5/18/2016 11:02 PM