Unable to Save Address Book
This guide describes what to do if you get an error message that says “Unable to save Address book.”
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Category "Desktop"
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Running an Expiration List
This article explains how to run an expiration list using the Advanced Search feature.
Managing QuickLists
This article explains how to create a Quick List. The Quick List allows the user to create user defined queries based upon system (predefined) searches.
System Searches Available in Partner XE
Each section of Partner XE (Clients, Policies, Notes, Documents, Claims, Contacts, and Individuals) has a list of pre-set System Searches that can be done quickly. These reports can also be customized by certain parameters. This article lists all the System Searches for each section.
Running a System Search
This article explains how to do a system search. These are pre-installed queries assigned to each search area. The system searches are located above the search navigation area.
Running an Advanced Search
This article explains how to do an advanced search. This allows users to search on multiple fields related to the selected search area. The advanced search area is accessed by clicking on the magnifying symbol.
Features Available in QuickSearch
Quick search is a new feature in version 1.8 that provides a quick, web-based search. Use this search to find clients, policies, notes, documents, claims and contacts.
Search Fields and Formats
This article explains the formats used to search. It includes a list of the the English Syntax search formats. Ex. If searching for individuals within a specific age range, enter “Between 21 and 30”
Running a Global Search
This article explains how to search across all sections of Partner XE™ using the Global Search feature.
Moving a Claim
This article explains how to move a claim to another policy.
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