To add a new person (client) you must be in the view of clients. In upper toolbar you will find icons as follows:
1. Add person - F5 key does this same function
2. Delete person (you may only delete a person when there is no policies assigned to this client)
3. Edit client's data - you may also use F6 key
4. Add transport insurance policy (shift F1)
5. Add property insurance policy (shift F2)
6. Add life insurance (will add a life insurance to a person selected in the view of people)
7. Add fleet of vehicles policy type
8. Add retirement fund declaration
9. Commission document
10. Sort - different kinds of data sorting. You may also double-click on a specific column eg. sorting by town double-click on "Town" column.
11. Address an envelope - ready to print addressed envelope will be created
12. Print policies assigned to selected person
13. Check - concerns "X" column, enables selecting specific clients according to your needs
14. Send SMS - send SMS message to highlighted client
15. Refresh - for the NET version users, in some situations helps to speed up data displaying in the local network
Clients view window
On lower toolbar in the view of people several icons are displayed:
1. Preview of selected client's policies
2. Creates a ready to print client's card file with personal data and policies and vehicles data.
3. Policy renewal - quick way to renew old/expired policy
4. Delete policy - this operation requires double confirmation
5. Edit policy - you may also double-click on a policy to edit it
6. Transfer selected policy to another client - after choosing this option select a new owner of the policy and press OK button
7. Print client's card file
8. Show all policies assigned to that client (you may see all policies, canceled excluded or expired excluded this option co-operates with settings in left menu - OPTIONS->Other settings
9. Receipt for payment - this option enables entering an information when an installment was paid and assign receipt for payment number
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