Insurance
If you selected the Special Insurance Check Box on the inventory form a new tab will become available to enter insurance information for this record. Below is the Insurance Tab:
This tab allows you to enter all of the insurance information needed for this area quickly and easily by pressing the button select insurance you will be presented with a list of your insurance agents to select from. Once selected all of the information from the insurance record will be displayed in this tab. If you have a special policy or rider for this item you can type in the information specific to this record. You can also add a comments field information that is specific to this record or insurance company.
When you press the Select Insurance button you will be presented with a list to select from. By double clicking on a record on the list or highlighting a record and pressing the select button with your mouse the window will close and you will return the calling tab. All of the information from the selected record will then be displayed in the record that called it. This window also has buttons for Inserting a new record, Changing or Editing the current record or Deleting the current record. By selecting these you will be brought into a form for this specific data. The close button will close the window and no selection to change will be made to the calling form.
Enter in the information required and when completed press the OK button to save the record or changes you have made. Selecting Cancel will close the form and no changes will be saved.
Note: Phone numbers require an area code and just like date fields are pre formatted. For example you want to add a phone number (757) 484-9595 you would not type in the brackets, dashes or spaces, you would simply enter 7574849595 and when you tab off of the field it will automatically be formatted for you.
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