Cases Screen—Client Information

The Policy List grid on this first Cases screen page contains a list of all the cases you have entered into the system. Select any case from the grid and the details for that case are displayed in the Case Details section at the bottom of this page. Additional case-specific information is shown on the Policy, Commission and Agent Split Information page, which is the second page of the Cases screen.

 

There are four buttons at the bottom of this page: Add Case, Delete Case, Cancel Edits and Save Edits.

 

· Click the Add Case button to add a case. The fields in the Case Details section will empty, allowing you to input the details for the new case.

 

· Click the Delete Case button to delete an existing case. You can delete a case only if it has not had any commissions posted.

 

· Click the Cancel Edits button to restore the fields to their original values if you have not already saved the edits.

 

· Click the Save Edits button to save the changes you have made.

 

Comm-Tracker saves you data entry time! Once you have created the information for a client, you will be able to use that information for each case created for that client. On this page there are two pull-downs—Client and Carrier. If, for example, you click on the Client pull-down, you can select any of the Clients listed in the grid that is displayed, which then automatically fills in the details you have already entered into the system for that Client.

 

 

 

 

 

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Commission Tracking System

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