Information required for selecting contact from contact management system

In the base configuration, an external contact must have certain fields to be selectable in PolicyCenter. To Select a contact from an external contact management system, PolicyCenter requires the following contact information:

• First name and Last name or company Name
• Primary Address – You must specify Address Line 1, City, State, Postal Code, and Address Type.

If the contact does not have the required information, then PolicyCenter displays the contact, but you cannot select it.

In the default integration with ContactManager, a contact must have the Client tag to be visible in PolicyCenter. A contact in ContactManager that does not have the Client tag is not returned in search results and does not appear in PolicyCenter.