View contact file details

About this task

If PolicyCenter is integrated with a contact management system, this screen displays information retrieved from the contact management system.

If multicurrency display is enabled, the Contact File Details screen has a Preferred Currency field in the Address section. This field displays the preferred settlement currency on the contact (Contact.PreferredSettlementCurrency).

When you create a new contact, the Preferred Currency updates when you change the Country field on Address.

Procedure

  1. Click the Details link in the left sidebar to view the Contact File Details screen.
    This screen displays basic information such as name, addresses associated with the contact, and official IDs.
  2. Click Edit Contact to make changes.