How to Add New Business/Group

The Business/Group section is where you can save all you Insurance Group contact information.

You can see below that there is a list of symbols along the left-hand side of the screen, it is the 'telephone book' icon that will take you to the contacts section. The groups/businesses will appear under the business tab, you can double-click on a business to open and look at the record or you can click on 'View' on the right-hand side. 

 

 

To add a new contact within the Businesses section you will need to click 'Add New' this will give you a drop-down menu and you can here select add business.



 

You can see in the image below there are spaces to fill out the address and contact information for your group/business. Some parts of the pop up will have an orange line underneath it, this is to indicate that it must be filled out with information.  The bottom section relates to the charges and default location this section is required and must be completed before you are able to complete the record. Here you will need to add in the first appointment charge and the follow-up charge,  for this specific location.  

There is also a little 'In Use' tick box which will be ticked as this record will be live and in use within your TM3. If at any time you wish to turn this record off, just remove the tick from the box and update the record.

Once this record has been completed, you can then click on the Create button. This will generate the record, you will now be forwarded to it add more details if you like.