Folder - Summary
Related Documents
Attaching Documents from a Folder
Create a New Appointment from the Folder
Documenting Tow Requests / Creating a Tow Appointment
Setting up Insurace Companies, Agents, and Adjusters
The Folder Summary screen is located on the 1st tab of the Customer Folder. When checking in a customer, there are several pieces of information you will need to record:
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8yNTQzLzM5MjYvY2tmaW5kZXIvaW1hZ2VzLzIwMTVfMDdfMjFfMTRfNTZfNDExOSgxKS5wbmciLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3OTAzODkyMjh9fX1dfQ__&Signature=n3sm9Cdv5RA2eeHFKffREAIk5VZhHQlriPrCjvyTrHpI6BE3mrF~CkifVOTRd4~JFUmeySVVegpwqDRurvV7UGyJdPsGN2O3Uj919Qqu0zGH5f4XvXjwOarZBC80xdGjwtABCksFQD2UQzrYNI~VIXQYsHumdj0uB0pJw7WN0kx51JLaJfXRR1Cb6LalyuzpOraAc7~o0IpGFXYw27zBv5fgOxfaCQPcq-fqeJ6bLSMObfZlJxlNE-t4499lMzk3GoPMncWEekrG02wqRQn50O-Qnec6rYPxQCbh4ENIIDqtqwpRhIt6jsyiyj8c~uSDlrXTHhLz-IRZ10T8FbXJ~w__&Key-Pair-Id=K2TK3EG287XSFC)