Category "Desktop"

There are 194 results found

How do I move an individual to another client or contact?

This article explains how to move a contact individual to or from a client.

Moving Documents

This article explains how to move a document to a policy.

How do I move a policy attachment to another policy?

This article explains how to move attachments (documents, notes, claims) from one policy to another policy.

How do I move a policy to another client?

This guide describes how to move a policy to a client.

Moving Activities

This article explains the steps to move a note to a client, policy, claim, contact or individual.

Deleting a Duplicate Policy or Client

This article explains how to delete a duplicate policy within a client and how to move a policy and delete a duplicate client.

Sending a Mass Email to Clients

This article outlines the process to export client email addresses from Partner XE and paste within any email application.

Running a List of Active Clients

This article explains how to pull a list of active policies and merge search results on to a letter or mailing labels. This also includes instructions to create only one letter or label per client.

Entering and Searching for Unique Data

This article explains how to collect agency-defined data on a Client, Individual, Contact or Employee. Search lists can also be created on Clients, Individuals and Contacts for marketing and mailing purposes.

Difference Between Activities, Comments and Messages

This article compares the benefits and usage of messages, comments, notes and to do lists. It also lists common uses for each feature.

«‹16 of 20 12 13 14 15 16 17 18 19 20 ›»