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INSIDE:
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Do You Know and Use these New Features?
Email Template Saved in Snapshot: This enhanced feature will allow a created email template to setup a reminder follow-up and store it as an object, re-accessible via a hyperlink in Snapshot. 1. Open the Client, Policy, or Claim 2. Click Client Action, Policy Action, or Claim Action 3. Click Email Template 4. Select an Email template from the list of letters generated from Letter Editor 5. Select the Email recipient from the list of email addresses at the bottom of the screen 6. Click the Email button 7. A preview of the letter will then appear—to send the letter via email, simply click on the Email button at the bottom of the screen 8. A Microsoft Office Outlook message may appear indicating that a program is trying to send email on your behalf—click Yes 9. Now, focus is returned back to Partner, and a message appears giving you the option to set up a follow-up reminder—click Yes or No depending upon your needs 10. Now, click on the Snapshot tab 11. You will notice that the email template is now saved as an Object, and you can click on the hypertext to view it Export Marketing Lists to CSV Files A new Marketing Action feature, CSV (Comma Separated Value) Export, allows easier exporting of policy/marketing lists generated in Partner to a Microsoft Excel® spreadsheet for mail merge of letters/campaigns. This new feature is available from the Action button in both Client and Policy Marketing. 1. Click the Marketing button on the toolbar 2. Select Policies 3. Set up the criteria that you need 4. Click OK 5. Next, click the Action button 6. Now, click the CSV Export button 7. The Export screen will appear where you can specify the name and location of your file a. Type the name of the file in the File Name entry box b. Select the destination location from the Folders section at the right 8. Click OK 9. You will then see a Process Complete window indicating exactly where the file has been saved—click the OK button 10.To view the file, open Windows Explorer, find the location and double click on the file name 11. The file will now be opened in Microsoft Excel Non-WebLink User ID/Password Storage This enhancement includes the ability to store User IDs/Passwords in Partner for company Web sites that do not utilize the WebLink feature. 1. Verify the company Web site address has been entered in Company Administrator a. File, Utilities, Company Administrator b. Highlight the company c. Verify a Web site address is entered in the Web field 2. Open the Policy folder 3. Click the Lock icon located to the immediate left of the Company icon (Please note, that the Lock icon will only be displayed if a Web site for this company has been entered in Company Administrator) 4. Next, the URL Password Sticky Note screen will appear 5. Enter your User ID and Password for this particular company’s Web site 6. Click OK 7. Now, the next time you click on the Lock icon for this particular company, the User ID and Password information will be stored (Please note that this feature is for informational purposes only and will not automatically sign you on to the company’s Web site, as that is the purpose of WebLink) MA Coverage Selections Page This customized form enables multiple vehicles and incorporated modifications page 2. 1. Open the Policy folder, and click the Policy Action button 2. Choose Add A Form, and the Supplemental Form Selection screen appears 3. Scroll to the bottom of the screen, and select MA Coverage Selections Page 4. Click OK, and the form will appear on the screen with the flooded policy information
Our current production version of Partner™ is 6.2. To verify your Partner version, click on Help from the Partner menu bar and select About SEMCI PARTNER. A screen will appear indicating your current Partner version. If you find that you are not on the latest version and would like the update as soon as possible, please email us at service@sisware.com. |
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