Knowledge base

Get Started - The Basics

Log In for the First Time 
Verify your identity
Navigation Bar
Find a Record
List View of a record
Files
Public Link sharing
Chatter

Section 1

Service

Insurance Drivers Bar 
New Policy Opportunity
Progress Bar
Service Requests
Service Request - Owner

Section 2

Account / Contact / Policy

How to create a new Account  
How to add the Account Manager
How to change the Account Record
How to create a New Contact
How to change the Primary Contact
How to create a New Policy
How to add Coverages and Deductibles

Section 3

Property

How to create a new Property
How to select a property record type
Add the property information
How to find a property
How to Edit the property information
How to link a property to a policy

Section 4

Inspections & Recommendations

How to create a new Inspection
How to edit an Inspection
How to Generate Recommendations Letter
How to Add pictures to an Inspection

Section 5

Late payments

How to process a Late Payment Notice
How to add the LPN to the Service Request files
How to send by Email the LPN to the insured
How to select the LPN Template
Email Activity

Section 6