Rolodex

How to Add/Edit/View Rolodex:

To Add:

Here Agent(s) are able to enter contact information for Rep, Vendors, etc with no more worries about keeping track of business cards.

• From the Navigation Bar:
  • Click 
  • A new screen will open.

• • Click desired fields to enter contact information
  • to enter more detailed information, Tabs labeled: Contact, Notes, and Attachments can be utilized.
  • When done, click .

To Add Companies:

To Add Companies contact information:

• Click 
• Once Import Carriers has been clicked, Rolodex - Add existing Companies pop-up will appear
• Select all Carriers that you wish to save contact information for
• When done, click .

To View/Edit Rolodex: 

To View an entry:

• Enter contact name in specified field and click the magnifying glass

                                        OR

• Click on the Alphabetical letter that the contact name begins with.
• When the desired Name appears on the list:
  • Click Name once to View contact information.

To Edit contact:

• Click and edit desired field(s) you would like to change
• When done, click