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Add/edit a client |
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To add a new person in clients view click on You may edit client's data it by clicking on A window of adding/editing new person will show up.
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 Click 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 To delete a client use |