Company Contacts

The setup of the following company contact types are centralized into a "Company Contacts" screen:

• Insurance Companies 

• Agents

• Adjusters

• Vendor Contacts (Vendors are view-only and should be managed under the separate AP Vendors screen)

• Rental Companies

• Fleets

• 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"

See Add/Change Fleets

Tow Companies

Permission needed: "Screen Permission - Tow Companies: Add/Change/Delete"

SeeTow Company Setup