| Question / Issue |
 |
| How do I create a list of contacts other than just my clients and insurance companies? |
| Answer / Solution |
|
- Click on Contact Manager from the Agency Tools section on the lower left side of the screen or from the Agency Tools menu at the top of the screen.
- Click on Add New Contact at the bottom left of the screen.
- Select the Category from the dropdown list.
- Fill out the entry fields you feel necessary on the screen and click on Save Info.
- To display a list of all contacts, click on the dropdown list in the upper left side of the screen and select Display All Contacts. A list of all contacts will show in the box below this field.
- You can search for a contact on this screen as well by typing in text in the Find field. You may also have the search narrow further by selecting the field to search by in the Look in field. Then click on Find.
|
FAQ ID # 80
Print this FAQ
