| Question / Issue |
 |
| How do I set up bridging for an Agency Management System in TurboRater? |
| Answer / Solution |
|
- Go to Administration menu and select List Agency Management Options.
- Click on the Add New AMS Options button.
- Enter a descriptive name to call this Agency Management configuration in the Agency Management Option Name box.
- Select your agency management system by placing a check mark next to the name.
- Click on the Save Options button when completed.
- To close the next screen, click on the Exit Administration button.
- Go to the Administration menu and select List Locations.
- Click on the Edit button next to the location.
- In the middle of the screen, in the Agency Management Options entry field, select the name you chose for the Agency Management Option Name and then click on Submit.
- To close the next screen, click on the Exit Administration button.
- These steps should be repeated for each location as needed if the agency has more than one location.
- After this has been completed, users will need to log out and back in to have it take effect.
|
FAQ ID # 146
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