Category "Desktop"

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Desktop Page 12

Creating a Client

This QuickGuide explains how to create a new client in Partner Platform.  

Creating a Contact

Contacts are vendors, lien holders, mortgagees and other non-customer/client contacts.  This QuickGuide explains how a contact can be quickly created using QuickCreate.

Creating a Policy from the QuickMenu

This QuickGuide exlpains how to add policies from the Client QuickMenu. Using the QuickMenu prevents you from having to open the Client Profile.

Setting Up ACORD Forms Grouping

ACORD Forms can be grouped under categories for easier access.  This can be customized for the agency in Partner XE Administration.  

Emailing Documents from Partner Platform

This QuickGuide explains how to email saved Documents from Partner Platform. Multiple documents within the Client Profile can be selected and attached within one Outlook email message.

Importing Clients, Contacts or Individuals

Partner Platform offers the Marketing List Import function which allows you to import basic information for prospects, clients, contacts, individuals from a .csv file format. This QuickGuide provides tips for preparing a spreadsheet and instructions on how to import it.

Policy Transaction Types

This quick guide shows the list of transaction types or codes that can be selected or downloaded with a policy.

Attaching Documents to an Inactive Policy

Policy Display Settings can be set up to hide inactive policies from the Client QuickSummary. This QuickGuide explains how to attach documents to inactive policies from the Client Profile.

Reactivating the Outlook Plug-In

If you do not receive the prompt to login to the Partner XE Outlook Plug-in when you open Outlook, the reason could be that it was disabled. Follow the steps in this quick guide to reactivate the Partner XE Outlook […]

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