9. Rolodex

  1. This search box allows you to find entries saved into your Rolodex
  2. Import Carriers is useful when just starting out, as it brings in all of your management carriers.
  3. The New button sets the field on the right (5.) blank and ready to enter a new entry
  4. Delete permanently removes any selected entries from your system.
  5. This is where you enter or edit information for a Rolodex entry.
  6. This is where you'll find search results.
  7. Click Save when you're finished editing a new or existing Rolodex entry.