Profiles

Set a Default Profile for an Insurance Company

You can set a default profile for an insurance company you do business with. When you create an estimate for that insurance company, the profile is automatically used.

How to

  1. On the System Info menu, click Name/Address List.
  2. On the Name and Address Lists dialog box, in Name Categories, select Insurance Co.
  3. In the Names List, select the name of the insurance company you want to link a profile to.
  4. Click Modify. The appears.
  5. On the Modify dialog box, in the Default Profile list, select the profile you want to link to this insurance, and click OK.

 

See also:

Name and Address Lists

Profiles