Advisors Assistant Help

Opera Bug

Contents | Index

• Contact Management VIDEO Tutorials
• Getting Started With Advisors Assistant
  • What should I do first?
  • Screen Size And Resolution
  • Hot Keys
  • What Is SQL Server
  • View Screen Tour
  • How To Use This Help
  • Add/Modify User And Passwords
  • Getting Started With Producer Rights
  • Updating Advisors Assistant
  • Latest Enhancement List
  • Updating The Workstation
  • Drop Down Lists
  • Add / Modify Drop Down Lists
  • Combine Drop Down List Items
  • Single User System
  • Network System
  • Multi-Producer System
  • Enterprise System
  • Document Management
    • ReadyDoc
    • Docupace
    • LaserFiche
    • Imaging Assistant
  • Hosted Databases And VPN Access
  • IPad IPhone And Android
  • Contact Us
• Backing Up Your Data
  • Internet Backups
    • Gillware Restore
  • Hosted Database Backups
  • Carbonite Backups
• User Setup & Registration
  • Data Owner Information
  • Create System Administrator
  • System Administrator
  • Add User Wizard
    • Add User Wizard Step 1
    • Add User Wizard Step 2
    • Add User Wizard Step 3
    • Add User Wizard Step 4
    • Add User Wizard Step 5
      • Select Users With Access
      • Confirm Selected Users
    • Add User Wizard Step 6
    • Add User Wizard Step 7
    • Add User Wizard Step 8
    • Add User Wizard Step 9
  • Maintain Users and Departments
  • Departments
    • Add Or Modify A Department
    • Delete Or Deactivate A Department
  • User Task Security
  • Delete/Deactivate User Step 1
  • Delete/Deactivate User Step 2 Calendar
  • Delete/Deactivate User Step 3 Workflows
  • Delete/Deactivate User Step 4 Confirm
  • Security Role Lookup
  • Add/Modify Security Role
  • Add Producer Wizard Page 1
  • Add Producer Wizard Page 2
  • Add Producer Wizard Page 3
  • Maintain Producer Access Rights For User
  • Access Rights List
  • Sharing A Client With Two Producers
  • Add/Modify Access Rights
  • Registration
  • Modules
  • Module Activation
  • Strong Passwords
  • Public Key And Hosted Users
  • Database Connection Utility
  • SQL Server Ports
• Financial Planning
  • Finance Logix Planning Software
  • MoneyGuidePro Planning Software
  • Money Tree Total Planning Software
• Investment Analysis
  • MacroRisk
  • AdvisoryWorld
• Activity Tracking - CAM System
• Admin Functions and Preferences
  • System Preferences
  • User Preferences
  • Postal Zip Code Database
  • Add/Modify Postal Codes
  • Admin Calendar Setup
  • Delete User - Calendar Events
  • Assign Name As Producer
  • Modify Producer
    • Producers And Teams
      • Add / Modify Teams
    • Modify Producer Name
    • AdvisoryWorld Setup
    • DST Vision Setup
    • Albridge Setup
    • MoneyGuidePro Setup
    • Finance Logix Setup
    • TD Ameritrade Veo
    • IDs For Producers
    • MacroRisk Analytics
    • CAM System Setup
    • Mid Atlantic Capital Group Setup
  • Combine Producers
  • Maintain FlexField Labels
  • Maintain Area Codes Wizard Page 1
  • Maintain Area Codes Wizard Page 2
  • Maintain Area Codes Wizard Page 3
  • Importing Contact Lists
  • Import List Wizard Page 1
  • Import List Wizard Page 2
  • Import List Wizard Page 3
  • Import List Wizard Page 4
  • Import List Wizard Page 5
  • Import List Wizard Page 6
  • Mailing List Maps
  • User Login
  • Database Statistics Report
  • Application Files Report
  • Process Logs
• SECURITY OVERVIEW
• Contact Information
  • Add/Modify Name
  • Add/Modify Contact Photo
  • Add/Modify Address
  • Add/Modify Phone
  • Add/Modify Email Address
  • Add/Modify Web Address
  • Copying Addresses and Phone Numbers
  • Form Automation
  • Name Lookup
  • Address Lookup
  • Email Lookup
  • Web Address Lookup
  • Phone Lookup
  • Tax ID Search
  • Quick Add Name
  • QR Bar Codes
• 360 Degree View
• Workflows
  • Workflows Overview
    • Workflows vs New Business
  • View Client With Workflows
  • Add / Modify Master Workflow
  • Add / Modify Event Templates
  • Add / Modify Master Event
  • Assign New Active Workflow
  • Modify An Active Workflow
    • Account Lookup
  • Modify An Active Workflow Event
  • Workflow Reports Criteria
  • Workflow Reports Menu
• New Business
  • View Client With New Business
  • Add/Modify New Business
  • Printing New Business Reports
• Notes
  • View Client With Notes
  • View Notes
    • Target Note Topic For Move
  • Add / Modify Note Topics
  • Add/Modify Notes
  • Emails Archived As Notes
  • Searching Contact's Notes
  • Globally Searching Notes
  • Mobile Dictation Of Notes
    • Mobile Assistant
    • CopyTalk
    • Other Dictation Methods
• Markets/Areas of Interest
  • View Client With Markets
  • Add/Modify Market
• Links
  • View Client With Links
  • Add/Modify Link
  • Adding Link Codes
• Households and Groups
  • View Client With Group/Households
  • Add/Modify Group or Household
  • Household Lookup
  • Printing Group/Household Reports
• Files
  • View Client With Files
    • Initializing File History For Previously Stored Files
  • Add/Modify Associated File
  • Adding An Associated Folder
  • File History Reports
• Client Facing Portal - AdvisorVault
  • Using AdvisorVault With Advisors Assistant
    • AdvisorVault Setup
      • Burst Report Vault Folder
    • Single Sign On To AdvisorVault
    • Create An Individual Client Vault
    • Create Client Vaults For Multiple Clients
    • Add A File To A Client Vault
    • Upload Burst Reports To AdvisorVault
    • View A File In AdvisorVault
    • Keeping Vaults Synchronized With AA
• FlexFields
  • View Client With FlexFields
  • Modify FlexFields
  • Modify FlexField Choices
  • Copy Flex Field Labels
• Attaching "Pages"
  • View Client With Pages
  • Add/Modify Pages
  • Maintaining Master Pages
  • Adding Master Pages
• Dashboard
  • Dashboard Overview
  • Dashboard Screen
  • Configuring Your Dashboard
    • Birthday And Anniversary List
    • Contact Count By City
    • Contact Count By Postal Code
    • Contact Count By State
    • Contact Count By Producer
    • Contact Count By County
    • Market Distribution Chart
    • Market Distribution Top 10 Chart
    • RSS Reader
    • New Business Distribution Chart
    • Workflow Event Summary By User
    • Workflow Status Summary By Master Chart
    • Workflow Step Status By Master
    • Insurance Anniversary List
    • Insurance New Business
    • Coverage Count By Class Of Coverage
    • Coverage Annual Premium By Class
    • Investment New Business
    • AUM By Account Type Pie Chart
    • AUM By Account Type Bar Chart
    • AUM By Asset Type Pie Chart
    • AUM By Asset Type Bar Chart
    • AUM By Category Pie Chart
    • AUM By Sector Pie Chart
• Calendar
  • Calendar Overview
  • Calendar Setup
  • Calendar Day View
  • View Options
  • Calendar Week View
  • Calendar Month View
  • Calendar Year View
  • Calendar Schedule View
  • Calendar Reports
  • Calendar Notification Log
  • Add/Modify Event
  • Calendar Event Subtype Lookup
  • Add / Modify Calendar Event Subtype
  • View Client With Events
  • Prior and Rolled Over Events
  • Notice Of Impending Events
  • Notifications
  • Pop-Up Calendar
  • Sending Appointment Reminders
• Dialing The Phone
  • Phone Dialer
    • Vonage Business (Vocalocity)
    • 3CX VOIP System
  • Add Phone Log
• Reports & Searches
  • Selection Report Criteria
  • Advanced Query
  • Report Selection Menu
    • Manage Selected Names
    • Subsets Of Data
    • Customizing Titles
  • Report Viewer
  • Current Client Reports
  • New Business Reports
  • Tagged Names Report
  • No Future Events Report
  • Exporting Data
    • Select Columns To Export
    • Application Data Export
    • Laser App Export
    • TradeWarrior Export
    • Morningstar Export
    • lifeAssist Export
    • AdvisoryWorld Export
  • Report Maintenance
  • Customizing Reports
  • Report Footnotes
  • Using Crystal Reports
• Advisors Assistant Tools
  • Tools Menu Overview
  • Change Password
  • Personal Contacts Wizard Page 1
  • Personal Contacts Wizard Page 2
  • Combine Names Wizard Page 1
  • Combine Names Wizard Page 2
  • Combine Names Wizard Page 3
  • Find And Combine Possible Duplicate Names
  • Select Names To Combine
  • Google Maps
  • Imaging Assistant Trial Period
  • Duplicate Names
• Messaging
  • Messenger
  • Sending Messages
  • Replying To Messages
  • Message Archive
• Emailing with Advisors Assistant
  • Getting Started With Email
  • Sending Single Emails
  • Sending Broadcast Emails (Primary)
  • Sending Broadcast Emails (All Emails)
  • Outlook Email Archiver
  • Moving Emails from 2.8 to 7
• GMail Hotmail And Other IMAP Sources
• G Suite aka Google Apps
  • G Suite Setup
  • Google Email Archiving
  • Gmail As Default Email Program
  • Google Calendar / Contact Sync
    • Google Appointment Field Mapping
  • Google Sync And Workflows
• Outlook / Exchange Server / Office 365
  • Calendar And Contact Synchronization
  • Outlook Installed Locally
    • Setting Up Outlook Installed Locally
    • Outlook Add-in Disabled
  • Outlook In Office 365
    • Setting Up Office 365
  • Outlook Exchange Server And Web App
    • Setting Up Exchange Server
    • Exchange Service Accounts
  • Pushing Outlook Events To Your Phone
• Outlook And Smart Phones
  • Getting Started with Smart Phones
• Merging with Microsoft Word
  • Getting Started with WordMerge
    • Nuance PDF Converter And 64 Bit Systems
  • Printing Single Letters
  • Sending Mass Mailings
  • Printing Labels and Envelopes
  • Formatting Mail Merge Fields
  • Add Letter Log
  • Intellegent Mail Barcodes
  • Moving Docs from 2.8 to 6
• Seminar And Event Marketing
• Web Site Connections To Advisors Assistant
  • Setting Up Gravity Forms
• INVESTMENT MANAGEMENT
  • Getting Started With Investments
  • Investment Downloads Overview
  • Securities / Indexes
  • Managing Investments
    • Securities Lookup
    • Add/Modify Security Information
    • Combining / Merging Securities
    • Finding An Account
    • Add/Modify Account-Details
      • Account Type Lookup
    • Add/Modify Account Custodian
    • Add/Modify Account-Relations
    • Add/Modify Account-Producers
    • Add/Modify Account Download Registration
    • Add/Modify Account Profile
    • Annuity Surrender Period
      • Annuity Surrender Period Fields
    • Add/Modify Investment-General
    • Add/Modify Investment-Initial Values
    • Add/Modify Investment Activity
      • Manually Entering Bond Transactions
    • Transaction Blotter Template
    • Management Fees
    • Settle Date vs Trade Date
    • Index Selection
    • Index Value Lookup
    • Indexes Lookup
    • Add/Modify Index Value
    • Lookup Investment Stock Splits
    • Add/Modify Stock Splits
    • Price Lookup
    • Add/Modify Prices
    • Sungard Data Import
    • Validate Security
    • View Client With Investment Accounts
    • View Account With Allocations
    • View Account With Investments
    • View Account With Producers
    • View Account With Relations
    • View Account With Transactions
    • View Account With Files
    • View Investment With Extra Pages
    • View Investment With History
    • View Investment With Positions
    • View Investment With Transactions
    • Investment Lookup
  • Account New Business
    • View Account With New Biz
    • Add/Modify Account New Business
    • Investment New Business Reports
  • Investment Cost Basis
    • Cost Basis Overview
    • View Investment With Cost Basis
    • Share Allocations Screen
    • Splitting Tax Lots
    • Transaction Cost Basis Effect
    • Cash Flow vs Cost Basis
    • Adjusting Cost Basis
  • Investment FlexFields
    • View Investment With FlexFields
    • Modify Investment FlexFields
  • Investment Reports
    • Investment Reports Overview
    • Selection Criteria Investment Details
    • Selection Criteria Investment FlexFields
    • Performance Report Criteria
    • Trailer Commission Reports
    • Performance Report Selection Menu
    • Reports And The Cash Balance Account
    • Multi Period Report Criteria
    • Multi Period Report List
    • Securities Report Criteria
    • Security Reports List
    • Report Fields
    • Rates Of Return
    • Disclosure Information
    • Footnote Examples
  • Investment Utilities
    • Calculate Investment Values
    • Analyze Investment Data
    • Generate Reconcile Transactions
    • Reconcile List Filter
    • View/Modify Reconciled Positions
    • Producer References Lookup
    • Add/Modify Producer Reference
    • Close Out Expired Options
    • Remove Unneeded Positions
    • Resolve Obsolete Investments
    • Validate Cusip Changes
    • Investment Liquidation Or Deletion
    • Combine Accounts Wizard
    • Combine Accounts Wizard Step 2
    • Combine Accounts Wizard Step 3
    • Combine Accounts Wizard Step 4
    • Combine Investment Wizard Step 1
    • Combine Investment Wizard Step 2
  • DST Vision Single Sign On
    • Vision Overview
    • Vision Setup And Execution
  • TD Ameritrade Single Sign On
    • TD Ameritrade Setup And Use
  • Albridge Applink Single Sign On
    • Applink Overview
    • Getting Started With Applink
  • Pershing NetX 360 Single Sign On
    • NetX 360 Setup And Use
  • Investment Downloads
    • Investment Downloads Overview
    • Download Details and Process
      • Download Module Main Screen
      • Unknown Transaction Codes
      • Process Results
      • Validate Producers
      • Select Reference Company
      • Validate Insurance Product Name
      • Download Process Report
      • Producers With Unassigned Accounts Or Policies
      • Assign Accounts and/or Policies
      • Match Existing Accounts Wizard Step 1
      • Match Existing Accounts Wizard Step 2
      • Match Existing Accounts Wizard Step 3
      • Assign Wizard Verify Name with Tax ID Match
      • Assign Wizard Get Investor
      • Assign Wizard Verify Name No Tax ID Match
      • Assign Wizard Get Account Owner From Registration
      • Match Download Information To Existing Information
      • Assign Wizard Verify Address
      • Assign Wizard Check Account Details
      • Assign Wizard Check Policy Details
      • Assign Wizard Confirm Changes
      • Select Files To Archive
      • Select Files To Process
      • Select Files For Reports
      • Archiving Downloaded Files
      • Transfers To / From Accounts
      • Download Exception Review Items
      • Investment How To's
        • How To Change An Account Number
        • How To Combine Two Investments
        • How To Remove Unneeded Positions
    • Albridge Downloads
      • Getting Started With Albridge
      • Processing Albridge Data
    • Black Diamond Download
      • Getting Started With Black Diamond
      • Black Diamond Position Download
    • Charles Schwab Downloads
      • Getting Started With Charles Schwab
      • Schwab Daily Processing
    • DST FAN Mail Downloads
      • Getting Started with DST FAN Mail
      • Maintain DST User Logins
      • Add/Modify DST User Login
      • Processing Multiple Day's DST Files
    • Removing Downloaded Data
    • DAZL Downloads
      • Getting Started With DAZL
      • Maintain DAZL User Logins
      • Add/Modify DAZL User Login
      • Select DAZL User Login To Download
      • DAZL File Retrieval Program
    • Fidelity Downloads
      • Getting Started With Streetscape
    • First Clearing Downloads
      • Getting Started With First Clearing
      • Multiple Money Markets In Accounts
    • GWN Securities
      • Getting Started With GWN Securities
    • LPL Financial Services
      • Getting Started With LPL
    • Mass Mutual Downloads
      • Mass Mutual Download
    • Mid Atlantic Capital Group Download
      • Setting Up Mid Atlantic Capital Group
      • Mid Atlantic Capital Group Processing
    • Orion Advisor Services
      • Getting Started With Orion
      • Orion Download Process
    • TD Ameritrade
      • TD Download Including Transactions
      • TD Veo Positions Download
    • Trust Company of America Downloads
      • Getting Started with TCA
      • Obtaining Transaction History From TCA
    • Pershing Downloads
      • Getting Started with Pershing
      • Running Without ACCT File
    • Raymond James
      • Getting Started With Raymond James
    • RBC Wealth Management
      • Getting Started With RBC
    • SEI Downloads
      • Getting Started With SEI
  • Rounding Rules
  • Investment Terms
    • 12-b1 Fees
    • Account
    • Account Acquired Date
    • Account Additions
    • Account Beneficiary Information
    • Account Closed
    • Account Custodian
    • Account Daily Cash Balance
    • Account Default Basis
    • Account Expenses
    • Account Group With
    • Account Investor
    • Account Last Valued
    • Account Number
    • Account Objective
    • Account Opened
    • Account Owner
    • Account Ownership
    • Account Registration
    • Account Relations
    • Account Status
    • Account Tax Status
    • Account Title
    • Account Type
    • Additions
    • Alternate ID
    • Annualization of Returns
    • Annuities
    • Asset
    • Asset Additions
    • Asset Acquired Date
    • Average Daily Balance
    • Average Market Value
    • Basis In
    • Basis Out
    • Basis Type
    • Beginning Value
    • Beneficiary
    • Calculate To Date
    • Call Date
    • Capital Gains Option
    • Cash Balance Account
    • Cash Received
    • Category
    • ClientDirect
    • Company
    • Control Number
    • Cost
    • Cost Basis
    • CUSIP
    • Distribution
    • Distribution Paid To Cash
    • Distribution Reinvested
    • Dividend Option
    • Download Source
    • DST
    • Ending Value
    • Excel Graph Example
    • Exception
    • Expenses
    • Face Value
    • Fixed Income Obligation
    • Fixed Value Security
    • Fund Company
    • Gain
    • Index
    • Investment Values
    • Investor
    • Joint Ownership
    • Just In Time Calculations
    • Liquidated Date
    • Liquidated Investment Assets
    • Liquidity
    • Loans On Investments
    • Long Term Gain / Loss
    • Lot
    • Management Fees
    • Manager
    • Market Value
    • Maturity Date
    • Mergers
    • Meta Data
    • Net Additions
    • Net Adjustments
    • Open Lot
    • Open Lot Shares
    • Option
    • Out-Of-Balance Share Tolerance
    • PAR Value
    • Pool Factor
    • Position
    • Price
    • Price Factor
    • Principal
    • Producer
    • Producer Reference
    • Qualified Plan
    • Rate of Return - Dollar Weighted
    • Rate of Return - Time Weighted
    • Rate of Return Button
    • Reconcile Transaction
    • Record Date
    • Registration
    • REITs
    • Relations
    • Return On Investment
    • Risk
    • Sector
    • Security
    • Security Maturity Date
    • Security Name
    • Security Objective
    • Security Type
    • Shares
    • Share Effect
    • Share Factor
    • Share Maturity Date
    • Short Term Gain / Loss
    • Spinoff
    • Status
    • Sungard Price Service
    • Symbol
    • Tax Basis
    • Tax Status
    • Total Gain
    • Trailer Commissions
    • Transaction
    • Update Price Method
    • Unassigned Account
    • Uniform Gifts To Minors
    • Universal Download Rule
    • Unknown Transaction Type
    • Valuation Date
    • Withdrawals
    • Yield
• INSURANCE MANAGEMENT
  • Selection Criteria Insurance Details
  • View Client With Insurance
  • View Client With Annuities
  • Policies And Coverages Model
    • Storing Investment Data
  • Insurance Policy Notes
  • Group Insurance Overview
  • Managing Policies
    • Add/Modify Coverage Benefits
    • Add/Modify Coverage Details
    • Add/Modify Coverage Plan Benefit
    • Add/Modify Coverage Relations
    • Add/Modify Coverage Commissions
    • Add/Modify Group Policies
    • Add/Modify Master Coverage Plan
    • Combine Master Coverage Plans Step 1
    • Combine Master Coverage Plans Step 2
    • Combine Master Coverage Plans Step 3
    • Add/Modify Policy Benefits
    • Add/Modify Policy Details
    • Add/Modify Policy Relations
    • Add/Modify Policy Commissions
    • Add/Modify Premiums Due
    • Annuity Benefit
    • Apply Group Changes
    • Select Master Policy For This Individual Policy
    • Coverage Plan Lookup
    • Modal Premium
    • Not A Member
    • Payment Mode Lookup
    • Add/Modify Payment Mode
    • Policy Lookup
    • View Coverage With Benefits
    • View Coverage With Pages
    • View Coverage With Relations
    • View Policy With Coverages
    • View Policy With Producers
    • View Policy With Files
    • View Policy With Relations
    • Reassigning Policies
  • Insurance Reports
    • Insurance Exclusion Reports Step 1
    • Insurance Exclusion Reports Step 2
    • Insurance Exclusion Reports Step 3
    • Insurance Exclusion Reports Step 4
  • Add Policy Wizard
    • Add Policy Wizard 1 Carrier and Plan
    • Add Policy Wizard 2 Benefits and Deductibles
    • Add Policy Wizard 3 Miscellaneous Coverage Information
    • Add Policy Wizard 4 Policy and Coverage Dates
    • Add Policy Wizard 5 Premium Mode and Amounts
    • Add Policy Wizard 6 Policy Values
    • Add Policy Wizard 7 Owner and Payor
    • Add Policy Wizard 8 Insureds
    • Add Policy Wizard 9 Beneficiaries
    • Add Policy Wizard 10 Producers
  • Insurance Riders
    • View Policy With Riders
    • View Coverage With Riders
    • Add/Modify Rider
  • Insurance New Business
    • View Policy With New Business
    • View Coverage With New Business
    • Add/Modify Insurance New Business Item
    • New Business Reports
  • Insurance FlexFields
    • View Coverage With FlexFields
    • Policy FlexFields
    • Coverage FlexFields
  • Insurance Company Downloads
    • AFLAC Regional Download
    • Fidelity Life New Zealand Download
    • Lincoln Financial Group
    • MassMutual Download
      • One Time Adjustments
    • National Life Group
    • Ameritas
    • PartnersLife NZ
    • Adding Or Matching Coverage Plans
    • End Of Process Report
  • Insurance Tracking Terms
    • Accident Benefit
    • Accident Benefit Period
    • Account
    • Account Type
    • Additional Insured
    • Annual Base Premium
    • Annual Excess 2 Premium
    • Annual Excess Premium
    • Annual Premium
    • Annualized Premium
    • Annuitant
    • Annuitization Date
    • Approval Basis
    • As Of Date
    • Base Coverage
    • Base Premium
    • Beneficiary
    • Benefit
    • Benefit Mode
    • Benefit Option
    • Benefit Period
    • Benefit Type
    • Case Reference
    • Cash Value
    • Cash With App
    • Class Of Coverage
    • Commissions Begin
    • Commissions End
    • Commissions Paid Thru
    • Company
    • Completed Date
    • Contingent Beneficiary
    • Conversion Date
    • Convertible
    • Core Benefit
    • Coverage
    • Coverage Approval Basis
    • Coverage Class
    • Coverage Plan Name
    • Coverage Status
    • Coverage Sub Type
    • Coverage Type
    • Current Loan Interest Rate
    • Current Policy Year
    • Death Benefit
    • Death Benefit Option
    • Deductible Maximum
    • Dividend
    • Drop Down Lists
    • Due Day
    • Effective Date
    • Elimination Period
    • Excess 2 Premium
    • Excess Premium
    • Expiration Date
    • Family Deductible
    • Freeform Beneficiary
    • Funding Option
    • Group Member
    • Group With
    • Guaranteed Cash Value
    • Guaranteed Interest Rate
    • Home Office Product Code
    • Inception Date
    • Income Date
    • Individual Deductible
    • Insurance FlexFields
    • Insured
    • Issue Age
    • Issued Date
    • Last Paid Amount
    • Last Premium Paid
    • Loan Amount
    • Manager
    • Master Policy
    • Maximum Benefit
    • Modal Base Premium
    • Modal Excess 2 Premium
    • Modal Excess Premium
    • Modal Premium
    • Net Cash Value
    • Net Benefit
    • New Business Action
    • New Business Completed Date
    • New Business Follow-up
    • New Business Notes
    • New Business Requested Date
    • New Business Status
    • New Business Vendor
    • Next Exercise Date
    • Next Premium Due
    • Other Value
    • Owner
    • Participants
    • Payment Mode
    • Payout Mode
    • Pay To Age
    • Pay To Year
    • Payor
    • Plan Name Abbreviation
    • Policy
    • Policy Benefit Amount
    • Policy Gross Cash Value
    • Policy Number
    • Policy Net Cash Value
    • Portable
    • Premium Frequency
    • Premium Mode
    • Premium Paid Thru
    • Premium To Date
    • Primary Beneficiary
    • Primary Insured
    • Producer
    • Qualified Plan Type
    • Relations
    • Renewal Date
    • Renewal Provision
    • Riders
    • Secondary Insured
    • Sickness Benefit
    • Sickness Benefit Period
    • Submit Date
    • SubType
    • Surrender Charge
    • Surrender Period
    • Surrender Value
    • Target Premium
    • Termination Date
    • Tobacco
    • Tracked Investments Funding
    • Traditional Funding
    • Underwriter
    • Untracked Investments Funding
    • Valuation Date
• INSURANCE COMMISSION TRACKING
  • Insurance Commissions Overview
  • View Policy With Commissions
  • Commission Security
  • Rate Table Sets
    • How Rate Tables Are Used
    • Maintain Rate Table Sets Lookup
    • Modify Rate Table Set
      • Fixed Amounts Tab
      • Participant Rates Tab
      • Trailer Tab
      • Advances Tab
      • Rate Table Options
        • Rate Table Posting Options
        • Non-Commissionable Amounts
        • Blackout Periods
      • Add Custom Rate Table
  • Preparing Policies
    • Policy Data Needed
    • Group Insurance Commissions
  • Calculating Commissions Due
    • Calculate Commissions Due
    • Commission Due Calculation Results Transactions
    • Commission Calculation Results Errors Tab
    • Commission Calculation Results Warnings Tab
    • Modify Commission Distribution
    • Changing A Commission Line Item
    • Manual Commission Entry
  • Posting Commissions Paid
    • Select Transactions To Post
    • Post Commissions
      • Post Different Amount Options
      • Base Amount Changed
  • Adjustments And Expenses
    • Add /Modify Adjustments
      • Commission Adjustment Screen
  • Commission Reports
    • Commission Report Criteria
    • Commission Reports Menu
    • Commission Report Fields
  • Commission Terms' Definitions
    • Advanced Commissions
    • Agency
    • As Earned
    • Base Modal Premium
    • Base Amount
    • Blackout Period
    • Bonus Payments
    • Case Split
    • Chargeback
    • Commission Adjustment
    • Commissions Begin
    • Commission Component
    • Commission Due Transaction
    • Commissions End
    • Commission Level
    • Commission Paid Transaction
    • Company
    • Company Transmittal List
    • Custom Producer Rate Table
    • Custom Manager Rate Table
    • Default Producer Rate Table
    • Default Manager Rate Table
    • Direct Pay
    • Excess Modal Premium
    • Expense Reimbursement
    • Fixed Amount Commission Payment
    • Manager Commission Level
    • Master General Agency
    • Non Commissionable Amounts
    • Normal Commission
    • Override Commission
    • Paid As Earned
    • Participants
    • Payee
    • Policy Year
    • Posted Transaction
    • Post Commissions
    • Premium Level
    • Producer
    • Rate Table Set
    • Rate
    • Report Type
    • Remainder
    • Status of Commission
    • Trailer Commissions
    • Transmittal Report
    • Universal Life Commissions
• IMAGING ASSISTANT
  • Getting Started
    • Installation
    • Installing The Document Server
      • Document Server Computer Name
      • Installing Workstations
      • Money Back Guarantee
      • Module Activation
    • What To Do First
      • System Setup
      • Scanner Setup
      • Checking Your Scanner Compatibility
      • Assigning Rights To Perform Tasks
  • Scanning
    • Scan Screen
    • Scanning And View Files Screens
    • Scanning From Remote Locations
    • Scanning With 64 Bit Windows
    • Scanning Tips
  • Viewing - Exporting - Emailing - Printing
    • How To View
    • Viewer Screen
  • Copying Files To Archive
    • Converting Associated Files To Imaging Assistant
    • Modifying Archived Files
  • Backup And Document Server Utilities
    • Server Utilities Overview
    • Server Settings
    • Backing Up Imaging Assistant
    • Stopping Storage Services
  • Technical Information
    • File Formats
    • Document Server
    • File Locations
    • File Information
    • Deleted Files

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