Auto ID Cards
Inputting:
1. Find the customer on the Client Services screen.
2. Click on the vehicle policy, so it is high-lighted.
3. There are
2 ways to access the I.D. Cards.4.
1st: Click on the FORMS button located two-thirds down on the screen.5.
2nd: From the Functions menu at the top of the screen, select Forms Printing.6. From the Forms window, click on
I.D. Cards.7. A window title "Selected Vehicles" will appear, listing all vehicles on the policy that were high-lighted.
8. Click on the appropriate box for the vehicle(s) you need to issue the I.D. Card.
9. You also have the option of changing the effective or expiration dates.
10. Click
OK.11. When the printing options window appears, click on
"Send to Printer."