Deleting Records And Clients
AgencyToday
assigns a record number to all policies, letters, etc. that are utilized within the software program. For clients, a client number is assigned and this will be used to delete the client.NOTE: IT IS IMPORTANT TO DELETE POLICIES FIRST BEFORE DELETING A CLIENT, OTHERWISE, THE POLICIES WILL STILL REMAIN IN AgencyToday WITHOUT A CLIENT NUMBER TO LINK IT TOGETHER.
Deleting a Record:
1. First
document the record number from the screen that will be deleted such as a policy, letter, certificate, etc.2. From the
Main Menu, select System Control.3. From the sub-menu, select
Delete/Change Record.4. The record delete screen will appear. Click on the delete button that pertains to the item you wish to delete and the cursor will default in the Record # field.
5. Enter the record number to be deleted and click the
OK button.6. For confirmation purposes, a message will display verifying the client's name and record type. You are asked if you are sure that you want to delete this record and
YES or NO buttons are displayed. If the message matches your deletion, click on the YES button.7. The deletion is complete.
Deleting A Client:
1.
Document the client number of the client you wish to delete.2. From the
Main Menu select System Control.3. From the sub-menu select
Delete/Change Record.4. The Record Delete Screen will appear. Click on the CLIENT DELETE button and the cursor will default in the Record # field.
5. Enter the Client number to be deleted and click on the OK button.
6. For confirmation purposes, a message will display verifying the client's name. You are asked if you are sure that you want to delete the client's name and the YES or NO buttons are displayed. If the message matches your deletion, click on the YES button.
7.
The deletion is complete.