Menu Screens
The menu screen will display a list of different options. You will be able to choose one of these options by moving the mouse to the option you desire and clicking the left mouse button. The file option will include even more program options.
Browse Boxes
The browse box will allow you to find individual records, and is divided into two parts. The top section of the screen will have a list of records, and the bottom of the screen will contain option buttons. These records will be listed in the format you have requested. For example, if you were using the insured's name to find records, then the records would be in alphabetical order by insured name.
The browse box will normally let you find records in three ways. By typing in the information requested, the record you are looking for will be highlighted. For example, if you are browsing records by account number, and want to find 'ROBERJO', you would type an 'R', and the first record beginning with an 'R' would be highlighted. If you then typed an 'O', the first 'RO' record would be highlighted, and so on until the record you desire is highlighted. Finding records is case sensitive, so be sure you have caps lock on.
The second way to find a record is to use the scroll bar(s). To use a scroll bar, either click on the arrow pointed in the direction you want to scroll (which will move the scroll box by record), or drag the box itself to move more rapidly.
The third way to find a record is to use the arrow keys to move the cursor up and down between records. The (page down) and (page up) keys will move the cursor up and down one page at a time.
Any of the above methods or a combination of methods will place the cursor on a record.
By pressing enter or clicking on Change, the full information for that record will be Displayed.
To change the size of an individual display area in any browse box, place the arrow on the line you wish to move until it changes to a cross hair arrow, then hold down the left mouse button and drag the line to where you want it and release the button. This will allow for more information to be displayed at one time if you so desire.
Update Screens
The last type of screen you will encounter is the update screen. This screen will allow you to enter, view or change data for a certain record. The best way to move around this type of screen is to tab from entry field to entry field. By pressing on the coverage buttons on the right side of the screen, you can enter coverage information. The buttons with icons at the bottom of the screen might need some explanation. If you place your mouse on any of these icons a message will appear for 15 seconds. The message will explain the purpose of the icon.
Pencil & Paper = Memos & suspense
Journal = Diary
File Folder = Transactional filing
People Figures = Driver Family & Employee Information
Ambulance = Claims
Money = Premiums paid to agency, but due company(direct bill)