Customization

Create and Maintain Contact Lists

Use the Name and Address Lists dialog box to create and maintain lists of contact information for use in your estimates.

When you enter administrative information in the estimate, you can select this contact information from the lists. The contact information is automatically entered in the appropriate fields on the Admin tab of the estimate.

Tip: You can also use this information to print mailing labels. For more information, see Name and Address Report.

You can create lists of contact information for the following categories:

  • Insured
  • Claimant
  • Owner
  • Custom (miscellaneous)
  • Appraised For
  • Company
  • Body Shop/Insurance Company

Each list can contain as many contacts as needed, and you can change the information at any time.

Note: Changes are applied to future estimates. Information on existing estimates does not change.

How to

  1. Close any open estimates.
  2. On the System Info menu, click Name/Address Lists.
  1. Close any open estimates.
  2. On the System Info menu, click Name/Address Lists.
  3. On the Name and Address Lists dialog box, select the category of the name to be added (for example, Insured).
  4. Click New.
  5. On the New Insured Name dialog box, enter the new name and address information
  1. On the System Info menu, click Name/Address Lists.
  2. On the Name and Address Lists dialog box, select the category of the name to be changed (for example, Insured).
  3. Select the name you want to change.
  4. Click Modify.
  5. On the Modify dialog box, change the name and address information as needed.
  1. On the System Info menu, click Name/Address Lists.
  2. On the Name and Address Lists dialog box, select the category of the name to be deleted (for example, Insured).
  3. Select the name you want to delete.
  4. Click Delete.
  5. Click OK at the confirmation message.

Reference

Last Name / First Name

The name of the company or the customer's first and last name. Maximum field length is 80 characters.

Address 1 / Address 2

The street address or PO Box. Address 1 maximum field length is 35 characters.

City/State/Zip

The city, state, and ZIP code where the company is located. City maximum field length is 30 characters.

Email

The e-mail address. This information appears on the Insurance Company and Customer lists. It does not appear on the Estimate or Appraisal reports or related text image files.

Contact Name

The name of the person handling the estimate or the customer contact name.

State Lic. No.

The company’s business license number, appraiser’s license number, or the customer’s driver license number.

Default Profile

If this record is for an insurance company, you can select a profile to link to it. See Set a default profile for an insurance company.

International Format

Select this check box to display the Country Code field (maximum length is five characters). The default setting is not selected.

Note: Country code information is retained if the check box is cleared later. Country code information in an imported estimate is retained, but the field is hidden if the check box is not selected.

Home Phone
Work Phone
Cell Phone
Contact Phone
Fax Phone

The company’s or customer’s phone contact information.

Note: All five phone number fields can be customized using a predefined list of phone names (Beeper/Pager, Evening Phone, etc.). Click the arrow next to the name, and from the list, select the name you want to use. A check mark identifies names already selected. You can use the same name for more than one phone number.

Area

The area code (up to five numbers). Optional unless a country code is entered.

Local

The local phone number (up to 10 numbers). Required if there is a value in any of the other phone number fields.

Ext

An extension (up to 10 numbers). Optional.

Note: Alpha characters and spaces are not allowed.

 

See also:

Names tab

Set a default profile for an insurance company