Navigation:  Common Side Menu Functions > Communication > Create New Communication

Click to open up the Communication Detail window.

 

 

Complete the following;

 

•Communication ID: The UnderwriterCENTRAL™ system automatically allocates a Communication ID.

•Communication Type: Click and select preferred communication type.

•Category: Click and select preferred category type.

•Sub Category: Click and select preferred category type.

•Subject: Type in the subject of communication.

•Send To: Click and select preferred category for receiver.

•Contact: Click and select preferred person to receive communication.

•Direction: Click and select preferred direction.

•Status: Changing the Status to Sent or Queued (this occurs automatically when you send a fax or email) or Processing will lock the communication record so it cannot be changed.  

•To: This field will automatically populate with fax and email details (if entered under client) for preferred person to receive communication as selected by Contact box.  If need to change, click on box to amend/delete details.

•Communication Date: Click to confirm date of when communication sent.

•Response Required: Tick if response required.

•Follow Up Date: Click to add follow up date.

 

*Set a Task to remind yourself*

 

•Response Received: Click to document response to be received by date (this field will never lock)

•Completed Date: Click to confirm date of when communication is to be completed by (this field will never lock)

•Details: Enter in body text of communication for sender to receive.

•Show All: Click to show all documents/attachments or other.

•Documents: Click to select the Document(s) to add as an attachment to the communication.

•Attachments: Click to select the Attachment(s) to add as an attachment to the communication. Please note that 'Documents' and 'Attachments' will show all that has been saved under the section, relevant to area of UnderwriterCENTRAL™ the user is currently in.

•Other: Click to select the Document(s) or Attachment(s) to add  communication for sender to receive. Furthermore, other will show all other documents/attachments that have been added as Document History items.

 

Click to Save all data.