Viewing / Adding Notes and Reminders

This document will show you how to:

· View, append and add notes

· Set Reminders

· Set Pop-up memos on a respective client

The View/Add Notes section is designed to automatically keep track and log the majority of transactions that you perform in InsurancePro. You also have the ability to create manual notes. In addition, you can add to existing notes, including the system generated notes.

Click on View/Add Notes.

All notes, reminders or pop-ups are date and timed stamped whether manually entered or system generated.

When you add a note, reminder or pop-up, the name of the agent or author of the item will be attached.

Click Add New Note to manually enter a note.

Click inside the Memo section and type your information.

The Agent entry refers to who wrote the note and will pre-fill with the name of the agent that you are logged in as.

NOTE: Only Administrators will have additional names in the drop down option to change the author name.

Click Save and the Confirm Save box will appear reminding you that you cannot edit or delete the note once entered. Click Yes to continue saving process or No to edit your information before saving.

You will receive a message that your note has been added successfully. Click OK.

Your note will appear at the top of the list.

The next few screens will demonstrate setting a Pop-up Note on a client. A Pop-up Note will come up every time someone in the office access that client file until you disable it.

Select Add New Note.

Enter the information you would like to pop-up every time the client file is opened into the Memo section.

The Agent entry refers to who wrote the note and will pre-fill with the name of the agent that you are logged in as.

NOTE: Only Administrators will have additional names in the drop down option to change the author name.

Select the Pop-up Note box.

Click on the Save button. The Confirm Save box will appear, reminding you that you cannot edit or delete the note once entered. Click on Yes to continue saving process or No to edit your information before saving.

You will receive a message that your note has been added successfully. Click OK.

Notice that your pop-up looks like the other notes entered, but has a check mark in the Pop-up box column.

We are going to click on Done at this time, go to our Find Existing Customer screen, to reselect the client.

The Pop-up Reminder Message box will appear when the client is accessed every time by anyone in the office until it is disabled.

Click OK to close the Pop-up Reminder Message box.

To disable the pop-up, select View/Add Notes.

Uncheck the box under the Pop-up column.

Click the Yes button to disable the pop-up or No to have the pop-up continue.

The pop-up has now been disabled.

Highlight the note you want to add additional information to and click on Append to Note.

Type in the information you would like to add to the Memo section.

The Agent entry refers to who wrote the note and will pre-fill with the name of the agent that you are logged in as.

NOTE: Only Administrators will have additional names in the drop down option to change the Agent name.

Click on Save. The Confirm Save box will appear reminding you that you cannot edit or delete the note once entered. Click Yes to continue.

You will receive a message that your note has been added successfully. Click OK.

Notice the updated note.

To set a Reminder to come up on your calendar, click Add New Note.

Enter your Reminder information in the Memo section.

The Agent entry refers to who wrote the note and will pre-fill with the name of the agent that you are logged in as.

NOTE: Only Administrators will have additional names in the drop down option to change the Agent name.

Select Yes from the Set Reminder? dropdown list.

You may check the box and mark it Critical so that the reminder will reflect an exclamation point to make it stand out from all of your other Reminders.

Choose a date from the Reminder Date dropdown list to select the date you want your reminder to come up.

The Memo for: option allows you to set the reminder for yourself by selecting None or set it for someone else in the office to do the follow-up.

Click on the Save button. The Confirm Save box will appear to remind you that you cannot edit or delete the note once entered. Click Yes to continue.

You will receive a message that your note has added successfully. Click OK.

Notice this reminder looks different that the regular Notes in the system.

You will see a box to check off when the reminder has been completed. This will remove it from your reminder calendar.

Click on Done to go to the Find Existing Customer screen to reselect the client.

When you have a reminder set on a client, a yellow bar flag will appear at the top of the screen every time the client is opened by someone in the office until disabled.

To disable the reminder, click on View/Add Notes.

Click inside the open box.

Click on Yes to complete or disable the reminder or No if you want the reminder to stay open.