Using the Accounts Home Tab

The Accounts Home tab lists all of your current accounts. To view this Home page, click Accounts when the Submissions Home tab is displaying.

You can navigate among submissions by clicking the tab for the submission you want to display, or you can click the down arrow to the right of the Home tab and select the tab you want to view from the drop-down list.

The Home tab columns that display (and their order) are configurable by a System Administrator or Operator.

By default,accounts are sorted by account name. You can change the sort order by clicking on a column header. The arrow icon (up or down) that displays next to a column header indicates the column and order (ascending or descending) by which the accounts are sorted.

List of Accounts

The list of accounts includes either all active accounts that include submissions in which you are a participant all active accounts that you are authorized to view.

Account are sorted alphabetically by account) name.

Viewing Submissions Related to the Account

When you select an account from the list, the related submissions display at the bottom of the screen under Submissions Assigned to the Selected Account.

Opening Accounts

To open an account, double-click it from the list. You can open multiple accounts at once; each displays in its own tab. To navigate among tabs, click the tab or click the down arrow at the right side of the screen and select the tab you want to display.

When a submission is open, you can open the related account from a submission's Overview tab by clicking Open Account in the Account# field.

Search for Accounts 

The Search field enables you to filter the list of submissions by a word, phrase, or number. You can search by account number, account name, or account aliases. As you begin entering text, the list of submissions automatically updates to remove submissions that do not match the characters you are typing. To clear the search results, click the icon that appears inside the Search field when it includes text.

Filter Submissions

By default, the Filter list includes the following filters:

• Active Accounts. (Default filter). Displays all accounts with at least one active submission and a status other than Declined, Lost, Renewed/Expired/Non-Renewed, or Cancelled that have a participant who is part of your organization (including Agencies/Brokerages for which your Agency/Brokerage is a parent organization).
• All Accounts. All accounts with at least one active submission that was created by a user who is part of your organization (including Agencies/Brokerages for which your Agency/Brokerage is a parent organization).

You can add custom filters to this list, as described in "To create and save a search filter."

My What's New and My Tasks

The My What's New and My Tasks panes display on each Home tab. For more information, refer to My What's New Messages and My Tasks.

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