Contact Management - Add or Edit Company Insurance

Add Company Insurance - Data Entry Steps

1. Click 'Contact Management' icon on the left menu.
2. Click the record count number shown to the right of Active Companies. This will refresh the page and show the active companies listing.
3. Enter some text to filter the active companies list.
4. Click on the Company record to review their profile.
5. Scroll down to the Insurance section.
6. Click the 'Add' button to the right of the Insurance heading. This will refresh the page.
7. Enter the required fields marked in red.
8. If Project # is left blank then the insurance records will apply to all active projects.
9. Click the 'Save and Close' or 'Save and New' button at the bottom.

Edit Company Insurance - Data Entry Steps

1. Same steps as 1-6 above.
2. Click the 'Insurance Type' record within the grid. This will refresh the page.
3. Update the applicable fields.
4. Click the 'Save and Close' or 'Save and New' button at the bottom.