Contact Record

Note: Group Retiree (RET) will use Certificate Record - refer to Group Retiree (RET) Line of Business Specific section. 
 
Description: The contact screen is spilt in half. The left side has the OneForce content information. The right side has our notes, activities, cases, etc. 

1. Highlight Panel - The highlight panel will display state specific BC licensing information and house links to various systems. The highlight panel will also display the Client Name, 800 number, last activity and date of birth. 
2. Buttons
   • Quick Text/Email - Used to send quick emails; MM365 Active, MMxR, EB, PL Only - see Line of Business Specific Procedures for details. 
   • Select Disposition - Used to document participant interactions. 
   • Create Workpiece - Feature used to create Workpieces. 
   • Add to Campaign - MM365 Retiree Only - Feature is used to schedule seminars. 
   • Credit Card Payment - EB Only - Feature is used to capture payments. 
   • Claim Dispositions - Group RET Only - Claims specific dispositions with additional fields. 

3. Hover Links - Hovering over a link will show the contents so you can preview before clicking. 

4. Quick Links - Links to various systems. Usage may vary by line of business.