![]() The User Dashboard Tab is an interactive reporting view for ToDo items (Submissions and Diaries), expiring policies, active policies, active clients, and recent correspondence. Navigation: Right-Click, Sorting, and Preview Pane The view and edit screens both use the Memo Font Size set in the user preferences. Selecting either button opens the same window, one as read-only and one with write access.Įditing the Agency Bulletin requires Setup -> Security System -> Profiles -> Agency -> Edit access. The agency bulletin will either have an Edit, or an Open button. For example, office lunches, meetings, procedure reminders, outside visitors, or birthday messages. The Agency Bulletin is the optimal place for office announcements made by an office manager. When a user opens the system, the Agency Bulletin is automatically displayed. (Changing to another operator’s list can be disabled per operator through Setup -> Producer (Users).) To load an inactive operator, first select the " Include Inactive Operators" check box. By default, inactive operators are not included in the drop-down list. Select the drop-down box to view a different operator, or enter the operator code in the drop-down field and press or when finished. ![]() This allows a manager to quickly view total estimated future production by producer, and expiration lists by CSR. The view can easily be changed with a single selection to another member of the team. See below for additional information.īy default, the dashboard displays all information based on the current operator.
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