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Insurecom Fields in Fact Find

When you create a new client, as illustrated above, as well as generating the Postal name, Salutation and Search name you also create a number of other fields, such as Title, Forenames and Surname, which get stored on the Personal Details screen of the Fact Find. These fields then get passed to motor and household quotes, so if they haven’t been set-up, or need to be corrected, then you’ll need to be able to edit them.

First you need to create a one-page Fact Find, comprising just the Personal Details screen, shown above. To do this, starting from Durell’s Main Menu…

In the Factfind Setup, like that shown below…

Back at the Fact Find Menu, like that shown below…

This will take you to the “Personal Details” screen, like that shown at the start of this section, where you can…

Then finally, back on the “People” screen, you can speed-up the way you get to the “Personal Details” screen…

Now when you click the black “Curved Right-Arrow” you’ll go directly to “Personal Details” screen, without the intervening Fact Find Menu.