Modify Producer Name
Contents
From the Admin Menu, select Producers and Teams. Highlight the producer name you wish to edit and click the Modify Button.
Overview
This tab covers options associated with the client's Primary Producer / Advisor.
Caution: If the Producer is already filled in and you change the name by clicking on the Browse Button
(
) next to the name, you will redesignate all of that producer's clients and products to the new name you choose.
Display Name
This is a freeform field that lets you control how the producer's name will show up in the producer list.
Examples
A display name of "1. The Brady Bunch" will put the name at the very top of any producer list because "1" comes before any letter in the alphabet.
2. Sam Johnson would position the name in the second position.
When you set up a Default Manager, Advisors Assistant will add that manager to a new policy record or new investment account record when the producer is chosen for that policy. The default entry can be changed. Default Manager is only used for creating new policies or new investment accounts.
The Manager is selected from the Producer List.
Adding The Producer's Picture
You can add the producer's picture just like adding any other contact's photo. From the View Client Screen for the Producer, click on the camera icon.
Producer's Picture On Reports
Click on the check box and any report that has the producer's name and address will show the photo you added.
Based on the Radio Button you choose, the following will be shown on reports showing the Producer's Address
Full Address Block
Addressee
Title
Address1
Address2
City, State, Zip
Full Phone Number
Email Address
Just show Name, Phone, Email
Addressee
Full Phone Number
Email Address