Add/edit a client

Previous  Next

clip0052 See video tutorial ADD A CLIENT

 

To add a new person in clients view  click on dodaj icon.

You may edit client's data it by clicking on edit  icon.

A window of adding/editing new person will show up.

clip0012

Add/edit client's data window

 

Start with selecting if insurance policy buyer is a corporate or natural person.

First name and surname entered in small letters will be automatically changed into capital letters.

If the main address is the same as mailing address  you don't need to rewrite it.

In "co-owner" field you may add other owners of the policy if there is more than one.

 

In "Damage" tab you may place all information about  damages concerning this client.

 

"Scanned materials" tab allows to store additional information in graphic files.

 

"Messaging" tab allows to select what types of communication (letters, SMS messages, telephone calls etc.) were accepted by the client.

 


 

Practical example: Add new client - ADAM EXAMPLE

Solution:   In "clients view" click on dodaj icon. A new window will open - type client's name ADAM and surname EXAMPLE. Also enter other information like  e-mail, ID number etc.

Click ok icon to approve.

When you approve entered data in "view of clients"  name of ADAM EXAMPLE will be displayed.

If you want to add/change any data click on edit icon from upper toolbar.

To delete a client use minus icon.