Workflow: Adding, Editing, and Deleting Additional Interests

Use Additional Interests to enter entities that you use repeatedly on data entry forms throughout AMS360. For example, certificates, policies, and other supporting data entry forms.

Accessing Additional Interest Setup

From any center or form that has a Toolbox menu, select Toolbox > System Administration > Additional Interests.

You must have proper authorization to access Additional InterestsSetup.

Adding an Additional Interest

Click New. The Additional Interest Setup data entry form appears.
Select a Type for the Additional Interest. This selection determines the sort group in which the Interest appears. For example, when entering an Additional Interest on an application you select a Type. Then only Interests entered as that Type appear in the list for you to select from.

Use List Setup to add Additional Interest Types.

If you want the Interest to appear in the list of Master Certificate Holders on Certificates of Insurance and in Contacts, select the Master Certificate Holder checkbox.
Enter as much information about the Additional Interest as available. Note that Name and Address are required fields. Click Add. The Additional Interest appears in the list.
When you have finished entering Additional Interests click SaveorSave and Close.

Editing an Additional Interest

Select the Interest that you want to change and click Edit. The Additional Interest appears for editing.
Change information as necessary and then click Update.
When you have finished editing Additional Interests click SaveorSave and Close.

Additional Interests that you change here are not changed for existing ACORD applications or data entry forms. The changes apply only when you attach this Interest to new data entry forms.

Deleting an Additional Interest

Select the Additional Interest that you want to delete and click Delete. A message appears asking you to confirm the deletion. Click Yes. The Interest disappears from the list.
When you have finished deleting Additional Interests click SaveorSave and Close.

Additional Interests that you delete here are not deleted from existing ACORD applications or data entry forms.

What's Next

Before you add, edit, and delete additional interests do you need to know more about the Additional Interest Setup form?

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