Adding a contact from the contact management system

When PolicyCenter retrieves a contact from the contact management system, PolicyCenter copies the contact to its internal address book. If PolicyCenter is integrated with ContactManager, this contact has the same AddressBookUID as the ContactManager contact. If PolicyCenter is integrated with another contact management system, you can configure PolicyCenter to set the AddressBookUID to the unique identifier from the contact management system. When a contact has the same AddressBookUID in both systems, the two contacts are linked. The integration copies a change to contact data in either application to the other application.

For example, in PolicyCenter you add a driver to a personal auto policy. On the Drivers screen, you choose Add > From Address Book and enter a last name. PolicyCenter searches for matches in its internal address book and the contact management system. Select a contact. If the contact is only in the contact management system, then PolicyCenter copies the contact to its internal address book.

The internal contact now links to a contact in the contact management system. The integration propagates a change to the contact in either the contact management system or PolicyCenter to the other system.

See also

• Adding a contact from the address book