Listing of Types within each Category and the system generated
Items within each Type
The Lookup Management screens are where the agency has the most control over what is displayed in certain drop-down boxes. Lookup Management consists of three sections:
Categories are main areas of Nexsure (Additional Interests, Carriers etc.) Types are groupings within Categories. Items are the actual drop-down list options. Items that appear in light gray are system generated items and while they cannot be changed or deleted, the agency is not required to use them.
Listing of Types within each Category and the system generated
Items within each Type
| Category | Types | System Generated Items |
|---|---|---|
|
Additional Interest |
Interest Types |
Corporation Default Individual Partnership |
|
Carrier |
Location Types (Carrier) |
Corporate Headquarters Home Office Satellite Office |
|
Client |
Business Types |
Corporation Default Individual Partnership |
|
|
Code Classes |
Internet Access |
|
|
Code Designation |
(No System Generated Items) |
|
|
Client Relationship Types |
Corporate/Subsidiary Franchiser/Franchisee Partner/Partner PEO/Client Company |
|
|
How Relates |
(No System Generated Items) |
|
|
Location Types (Client) |
Corporate Headquarters General Office |
|
|
Referred By |
Default Past Client |
|
Financial Entity |
Location Types |
Branch Office Corporate Office |
|
Document Integration |
Category |
Proposal |
|
Miscellaneous |
Attachment File Types |
(No System Generated Items) |
|
|
Delivery Types |
Fax FTP |
|
|
Phone Types |
After Hours Automated Back Line Building Security Business Phone Fax Number Main Fax Phone Receptionist Technical Support Toll Free |
|
Organization |
Location Types (Organization) |
Corporate Office General Office Home Office |
|
People |
Contact Roles |
Daughter Husband Son Wife |
|
|
Marital Status |
Married Single |
|
|
People Availability Status |
Offline Online (Available) Online (Unavailable) |
|
|
Name Prefixes |
Dr. Miss Mr. Mrs. Ms. |
|
|
Titles |
Account Manager Default File Clerk Producer |
|
Premium Finance Company |
Location Types |
Corporate Headquarters Home Office Satellite Office |
|
Retail Agent |
Location Types |
Corporate Headquarters Home Office Satellite Office |
|
Tax Authority |
Location Types |
Corporate Headquarters Home Office Satellite Office |
|
Vendor |
Location Types |
Accounting Office Corporate Headquarters Home Office Satellite Office Retail Office Service Center |
Related Topics
Adding Lookup Management Items
Editing Lookup Management Items
Deleting Lookup Management Items