Contact Information Alerts

Required Permissions:

To complete this task, user permissions must be set to include:

Agency Setup > Agency/Office Setup

See User Permissions for more information.

1. Click the  Setup icon, and then select  Agency Setup from the menu.
   The Agency Setup screen opens.
   
2. Click the Settings tab.
3. Enable the Contact Information Alerts toggle.
   

4. Set the number of days in the "Alert agent if Contact Information is older than [...] days" field.

   The alert pops up when the client is opened, if the contact information has not been marked up-to-date within the set number of days.

5. Click Save Pending Changes.

Required Permissions:

To complete this task, user permissions must be set to include:

Client Actions > Action Menu

See User Permissions for more information.

A client can be marked as up-to-date any time a user opens the Edit Client/Policy dialog.

1. Retrieve the client.
   A red Update Contact Information alert appears at the top of the client.
2. 
   
3. Click Action, and then select one item in each of the first three lists to describe what prompted this transaction.
4. Click Change Client or Change Client/Policy if you have a policy selected.
5. Update the client's contact information if needed.

6. Select Mark Contact Information as Up to Date from the Contact Information Out of Date drop-down.

   

   The value in the drop-down changes to the current date.

7. Optional: Make any other changes to the client/policy as needed.
   

8. Click Finish to close the Edit Client/Policy dialog.

   Depending on your settings, a Change Form dialog may open. Click OK to continue, and the change form will be attached to the log note as a policy snapshot.

9. Click Finish again to close the Action Menu.

   The Finalize Log dialog appears.

10. Add comments as needed, and then click OK.

Required Permissions:

To complete this task, user permissions must be set to include:

Reports > Run Quick Reports

See User Permissions for more information.

1. Click Reports > Quick Reports from the main menu bar.

2. Click + New Report.

3. Select the Client Category.

4. Select the Confirmation Out of Date report.

5. Enter the number of days to include. The report lists all clients whose contact information hasn’t been updated within that time frame.

6. Optional: Use the Select Layout drop down to select a saved layout.

   When you select a report, the system remembers the last layout used. The next time you open that report, the drop-down selects the last saved layout used for that report.

7. Click Run Report.

   A new tab will open with your report and your report is automatically listed under Contact Information Alerts.

   Double-click on any report entry to open the associated client in your HawkSoft desktop application.

   To learn how to use filters, customize columns, and summarize your report, see Customize, Summarize, and Filter Report Data.

   For information on 1-click reports, see 1-Click Reports.

   For information on saving, sharing and exporting reports, see Saving and Sharing Report Data.