Adding a contact from the address book

You can add a contact from the address book to accounts and policies. When you search the address book, you can select contacts from the PolicyCenter internal address book. If you are integrated with ContactManager or another contact management system, the search also includes contacts from that system.

When you select From Address Book in PolicyCenter, you can select contacts from the internal address book and from the contact management system.

If the contact is currently in the contact management system, then PolicyCenter pulls the contact into its internal address book when you Select it.

In PolicyCenter, you can search for contacts from a contact management system in the following places:

  • Contact tab Search menu item.
  • Search tab Contacts menu item.
  • Account File Contacts screen – You can choose to create a new contact from the address book.
  • Policy job screens – You can choose to create a new contact from the address book.

Add a contact from the address book

About this task

If PolicyCenter is integrated with ContactManager, the ContactManager search is limited to a contact type of Person or Company with the Client tag. In the ContactManager object model, these contact types are the ABPerson and ABCompany subtypes of ABContact.

Procedure

  1. Add a contact to an account or policy.
    • To add a contact to an account, navigate to the Account File Contacts screen. Select Create New Contact > type > From Address Book.
    • To add a contact to a policy, you can access the From Address Book list item in various places such as the Drivers screen in a personal auto policy. Select Add > From Address Book to add an additional driver.
    The Search Address Book screen appears when you select the From Address Book list item. The Search Results displays a list of contacts.
  2. From the Type drop-down list, select Company or Person.
  3. Enter other search criteria and click Search.
    In Search Results, PolicyCenter displays the Name, Address, Phone, and Email for each contact. If the External column is Yes, the contact exists only in the external contact management system. If the External column is No, the contact is internal to PolicyCenter and may also exist in the external contact management system.
  4. Click Select in the first column of the contact in the Search Results list.

    If the contact is external only, the contact is retrieved from the contact management system, and an internal PolicyCenter contact is created.

    When you add an account contact, the new contact is added to the Account File Contacts page.

    When you add a policy contact, an account contact is also created.

    If you Update the contact, PolicyCenter pushes your changes to the contact management system.