http://www.aistechnology.com/site/Viewer.aspx?iid=361&mname=ArticleGroup TAM® Tips en-us 60 The tips got the month of July off! We don't have that much summer in Wisconsin, so we have to take advantage of it! Mon, 14 Jul 2008 11:02:00 CST http://www.aistechnology.com/site/Viewer.aspx?iid=5466&mname=Article http://www.aistechnology.com/site/Viewer.aspx?iid=5466&mname=Article The Agency Manager software provides end users with lots of options for making your software work for YOU. Double-Click options are one of those small, but powerful efficiency makers. These settings dictate what happens when you double-click your mouse in certain areas of the software. These settings are workstation specific – so every user can make their own double-click choices. From the Homebase screen, choose Tools, User Setup from the top of the screen, then go to the Double Click tab. You will see the screen below. From this screen, you can control two different double-click behaviors. The top box is what happens when you double-click on a Client from the Client List. You can either be taken to the Client Detail Screen or the Policy List. The bottom box is what happens when you double-click on a policy from the Policy List Screen. You can choose to be taken to the Billing Screen for the policy or the Current Application. These are NOT system wide settings and you do not need special security to make these adjustments. They are USER settings – so every use can make their setup work best for them. And that’s one way to make your double-click more effective in TAM®, so… Give It A Try! If you would like a printable version of this tip, click here. Sun, 08 Jun 2008 13:56:00 CST http://www.aistechnology.com/site/Viewer.aspx?iid=5464&mname=Article http://www.aistechnology.com/site/Viewer.aspx?iid=5464&mname=Article TAM® – The Red Paperclip More and more people are attaching information in their management system every day and wanting to send that same information back out of their systems via e-mail… but not many people are familiar with the red paperclip. This little guy allows you to select and e-mail items that are found in a client’s attachment list in TAM®. In order to take advantage of the red paperclip, you must start the process of sending an e-mail from the management system. There are several ways to open a new e-mail message window in TAM®, for simplicity’s sake, I will focus on the process from the homebase window. Toward the top of the homebase screen, click on the New Mail Message button highlighted below. This will open a TAM® integrated e-mail message window. (If you do not see red paperclip button seen below, contact your TAM® administrator. They will need to verify the system settings in TAM®.) Type up your complete e-mail message, including the addressees and click on the red paperclip button at the top of the screen. (You have access to your normal address books in Outlook on this screen as well as the TAM® contact list.) That will bring you to screen on the left. Enter the customer code where the attachments exist at the top of the screen and you will see every attachment for that client - that you have access to - in the Attachments window in the middle of the screen. Highlight the attachments you want to e-mail and click the down pointing arrow button in the middle of the screen. That will move your attachments to the Selected Attachments window at the bottom of the screen. (The attachments will ALWAYS remain attached to the customer; this process creates a copy of the attachments to go out via e-mail.) After you have selected all the attachments you wish to send click the Insert button at the bottom of the screen. This will take you back to the New Mail Message window where you can click the Send button at the top of the screen to send your e-mail. And that’s a quick way to e-mailing multiple attachments from TAM®, so… Give It A Try! If you would like a printable version of this tip, click here. Tue, 06 May 2008 09:28:00 CST http://www.aistechnology.com/site/Viewer.aspx?iid=5462&mname=Article http://www.aistechnology.com/site/Viewer.aspx?iid=5462&mname=Article This month’s tip gives you several “mini” tips for when you are working in Tam®. • Control L takes you back to the client list from anywhere in the management system – except when you are inside an Acord form. • Does your client have a Sticky Note on their policy screen that you just can’t make go away??? Just click on the policy button a second time to hide the note! (This is true of any button – activities, etc., not just policies.) • For all of you who prefer to use the keyboard instead of the mouse… o F4 will bring up a look-up window, instead of double-clicking in the field o Tab will move you forward through fields; Shift Tab will move you backwards through fields. • Right click in to your tool bar (the row of buttons that contain Policy, Activity, etc.) to turn button labels on or off. And that’s a few Mini TAM® tips, so… Give It A Try! If you would like a printable version of this tip, click here. Thanks to Graham Blundell and Heather Reetz for their tip suggestions! Thu, 03 Apr 2008 11:25:00 CST http://www.aistechnology.com/site/Viewer.aspx?iid=5459&mname=Article http://www.aistechnology.com/site/Viewer.aspx?iid=5459&mname=Article There is so much information in your management system… and it just keeps growing! The ability to quickly filter the information is already at your fingertips – you just need to explore the Filter Tab. You will find the filter tab in the following lists – Customers, Prospects, Policies, Activities, Memos, Claims, Transactions (Invoices), and Attachments. Since each one of these screens has very different information – each filter screen is going to have different configuration options. To set up a filter for you Customers or Prospects list, from that list, click on Options, then Customer Filter (or Prospect Filter), and Filter Set-up. This will allow you to limit what you see in your list screen based on what you set your filter for. Finding filter options are the same for Policies, Activities, Memos, Claims, Transactions and Attachments. Go to the appropriate button (policy, activity, etc.) and double click on the filter tab at the top of the list. This will bring up your filter options. Once you have completed the appropriate options, click ok. You will then be brought to the filtered list, per your exact specifications! Filtering does NOT remove any data from your management system, it simply limits what you can see based on what you asked for. When you are done looking at the filtered view, simply click back to the All tab at the top of the list and you will brought back to the list in it’s entirety. Why would you use a filter??? Let’s say a client calls and wants the status of task that someone in your office is working on. The client doesn’t know the name of the person they spoke to… all they know is they called in October. You can’t find any open activities for this client, but there are a whole lot of closed activities to shift through. By double-clicking on the filter tab and setting the Date Entered Filters to 10/01/2007 and 10/31/2007, you will be shown every activity entered for that client in October. You can quickly see that a CSR not only handled the task, they sent a follow-up letter to the client’s home. The client must have missed it… go figure! A couple of things to keep in mind… • Filters do not clear themselves, so every time you go to set up a filtered view, start by clicking the reset button at the button of the filter setup window, just to make sure all the settings from a previous filter have been cleared. • Filters are only as good as the information in your system. You can't filter for information that does not exist. And that’s an introduction to TAM® filters, so… Give It A Try! If you would like a printable version of this tip, click here. Tue, 26 Feb 2008 11:11:00 CST http://www.aistechnology.com/site/Viewer.aspx?iid=5455&mname=Article http://www.aistechnology.com/site/Viewer.aspx?iid=5455&mname=Article