Contact Management Overview
Use the Contact Management module to maintain company contact information. From here you can define relationships, create lists and groups, print mailing labels, send bulk emails, manage contacts within a company, etc. Use the Contact Management administration pages to set up and configure the contact management module.
The exact features you can access in contact management depend on the permissions you have been granted in ESL Office by the ESL Office system administrator.
Access the module by clicking the Menu button and choosing Contact Management from the Applications list. Where the Contact Management module appears in the Application list depends on how your ESL Office installation is configured. If you cannot see the module, contact your ESL Office administrator to make sure you have permission to access the module.
Note: Policies added in Underwriting or Policy Administration automatically import to Contact Management with an Account business relationship.
Lets you search for, view, add, and edit contacts.
Lets you search, view, add, and edit lists. Lists are a way for you to organize your companies and contacts. Lists also let you create mail merge documents, mailing labels, and send group emails.
Lets you search, view, add, and edit groups. Use groups to organize your companies along lines of commonality.
Access the contact management administration pages by clicking the menu button, then Contact Management from the Administrations list, then the desired administration page. If you cannot see the administration pages, contact your ESL Office administrator to make sure you have sufficient permission.
