Company Contacts
The setup of the following company contact types are centralized into a "Company Contacts" screen:
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Insurance Companies
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Agents
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Adjusters
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Vendor Contacts (Vendors are view-only and should be managed under the separate AP Vendors screen)
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Rental Companies
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Fleets
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Tow Companies
Use this new screen to view, add new, edit, or inactivate, or delete any contacts from these lists (permissions required).
Insurance Companies | Agents | Adjusters
Permission Needed: "Screen Permission - Insurance Companies: Change Insurance Company Details"
Permission Needed: " Screen Permission - Insurance Agents: Add/Change/Delete Insurance Agents"
Permission Needed: " Screen Permission - Insurance Adjusters: Add/Change/Delete Insurance Adjusters"
See Insurance Setup: Insurance Companies, Add/Change Agents, Adjusters
Vendor Contacts
Permission Needed: "Transaction Permission - Vendor Contacts" & AP Vendor Class permission
See Vendor Contacts
Searching the Vendors screen will produce a list of both Vendors and Vendor Contacts for those vendors. Use the search bar to search either. You can only add or modify Vendor Contacts for a vendor from this screen (double-click on the Vendor name or click New to add a new vendor contact for that vendor). The AP Vendors screen should be used to modify your vendor master file.
Fleets
Permission needed: "Screen Permission - Fleet Setup: Add/Change/Delete"
Tow Companies
Permission needed: "Screen Permission - Tow Companies: Add/Change/Delete"