JUSTIFICATION FOR HAVING THE EXTENSIONS
The development of the extensions was informed by the experience of our Managing Consultant, Mr. Oluwole Akitunde, who has been involved with the insurance industry for about 50 years now (precisely since February 1974). An insurance company is formed to pay genuine claims to the insureds who suffer loss under the insurance policies bought. We, at Kitman Associates, therefore thought that it was important for attention to be given to insurance claims management. In addition to the Reports from the extensions on Claims Payments and Claims Outstanding being used to assess the efficiency of the claims management and administration procedures, they could also give an insight into the financial health of the insurance company. For instance, an undue delay in settling claims might be due to liquidity problems. Claims outstanding that have been on the books of an insurer for an unreasonable long time might also be due to liquidity difficulties being experienced by the insurance company.
An extension has also been developed to record insurance premium written and also calculate unearned premium reserve (UPR) and deferred acquisition cost (DAC) on Commission, using the 365ths. method. In a jurisdiction where 365ths. method is in use, reports produced by the extension could be compared with figures produced by management to confirm accuracy or adequacy of the UPR and DAC in the financial statements. Even where a jurisdiction does not employ the 365ths. method, the extension would produce the 365ths. figures which could be compared with the figures from the method in use.
The foregoing three extensions are useful for all the stakeholders of the insurance industry. These include the insurance companies, insurance brokers and other insurance intermediaries, insurance regulatory authoriries, external auditors, and other stakeholders. For the insurance companies, the three extensions can collectively be called the "truth meter' whose reports would draw attention to where corrections need to be made, if any.
An extension (Amortization Calculator) is also available for the calculation of accruals on fixed-interest securities (eg. debenture interest) and fixed-term transactions (eg. rent received or rent paid in advance).
The use of the Amortization Calculator extension cuts across all sectors of the economy where such transactions take place.
Zoho Creator-developed extensions/applications
- Amortization Calculator
- Insurance PremComm Analysis
- Insurance Claims Outstanding and Age Analysis
- Insurance Claims Payment and Delay Analysis
Extension links
You may kindly click on any of the links of the Extension of interest to you.
This will take you to the page which has, among other items, the 'Login' and 'Sign up' buttons at its upper right corner.
Clicking on the 'Sign up' button, will bring up a form for your completion and submission.
On the successful submission of the form, the Admin (Zoho Corporation of Chennai, India) will give a guide on the installation of the Extension.
In case you are interested in more than one or all of the Extensions, the installations
are to be handled one after the other.
Marketplace app link (Amortization Calculator);
Marketplace app link (Insurance PremComm Analysis);
Marketplace app link (Insurance Claims Outstanding Age Analysis);
Marketplace app link (Insurance Claims Payments and Delay Analysis).
Help document for Amortization Calculator
- i) New Client Form - Once the extension is installed, the user will click on New Client to bring up a Form. A Form is to be completed for every transaction. The form, in its upper part, has fields for contact information to be completed. After finishing with this section of the form, the following fields are completed:
- User - The name of the consultant or the organization itself processing the data.
- Organization - The organization whose data is being processed by the User.
- Department - A drop-down when clicked on shows Department A, Department B, Department C, and N/A. The department of the contact person is clicked on and entered here.
- Security - A drop-down is provided which when clicked on will show the Security types. Security Types provided for are: Interest Received on Treasury Bills, Interest Received on Govt Stocks, Rent Paid in Advance, Legal Retainer's fee, and Choice 3. The intended security is selected which now shows in the security field.
- StartDate - This is the date the transaction starts to run. The calendar icon provided is clicked on and scrolled right or left to get the required year and month and the date selected. A shortcut can be used where a calendar is selected and a date entered in the field. The date can now be amended to the required date with the cursor. It is mandatory for the data entry officer to enter the start date.
- Year/PrdEnd - This is the accounting year or period to which the amortization is calculated from the StartDate.The calendar icon provided is clicked on and scrolled right or left to get the required year and month and the date selected. A shortcut can be used where a calendar is selected and a date entered in the field. The date can now be amended to the required date with the cursor. It is mandatory for the data entry officer to enter the year/prdend date.
- EndDate - This is the date the transaction comes to an end.The calendar icon provided is clicked on and scrolled right or left to get the required year and month and the date selected. A shortcut can be used where a calendar is selected and a date entered in the field. The date can now be amended to the required date with the cursor. It is mandatory for the data entry officer to enter the end date.
- Receipts - The field has a -1 for it. This is not to be altered.
- Payments - The field has a 1 for it. This is not to be altered.
- ReceiptorPayment - The data entry personnel is to enter either -1 or 1 in this field depending on whether the data is a Receipt or a Payment respectively.
- AMOUNT1- The amount is entered here.
- Amount - The figure is calculated automatically by the extension and it will show in the All Clients page. The Data Entry officer is NOT TO ENTER anything in this field at all.
- Amortised - This is the portion of the Amount amortised from the StartDate to the Year/Prd.End. The calculation is done by the App. on submission of the Form and shown in the Report. The Data Entry officer is NOT TO ENTER anything in this field at all.
- Balance - This is the balance of the Amount from the Year/Prd.End to the EndDate. The calculation is done by the App. on submission of the Form and shown in the Report. The Data Entry officer is NOT TO ENTER anything in this field at all.
- Email address - This is the email address of the data entry officer. It is mandatory and therefore to be completed.
- Other Details
- Client Status - The applicable status is ticked, Active or Inactive or Choice 3.
- Type Of Business - A drop-down shows the following Types: Service Provider, Manufacturer, Consultant, Traders and Distributors, Other, and Choice 3. The applicable type of business of the insured is ticked.
- Preferred Contact Method - The insured may have indicated the preferred contact method. This is ticked, Email or Phone or Choice 3.
- Additional Information - Any additional information on the policy is stated here.
- Submit or Reset -After the completion of the Form, the ‘Submit’ button is clicked on. If there is the need to cancel the form, the ‘Reset’ button is clicked on. NB. Every field, except the ‘Additional Information’ field which may or may not have any entry, must be completed before the New Client form can be submitted.
- ii) All Clients - The data entered in New Client Form are all transmitted to the All Clients . The fields in the Form are represented in the Statement.
- The following can be done in the All Clients statement.
- Sorting - Each of the fields can be sorted by entry and by group. By the side of each field is a diamond/triangle icon which when clicked on will give the following drop-down options, Search, Sort by Asc, Sort by Desc, Group by Asc, Group by Desc, and Hide Column.
- A sorting can be saved or removed by moving the cursor to the top of the page next to “Sheet Report” when the two options show up and the appropriate one clicked on.
- Sorting using MS Excel - Further sorting can be done by exporting the All Clients Report to MS Excel.This is achieved by clicking on the three small horizontal lines (next to the + sign) at the top of the All Clients Report. This gives a drop-down which has ‘Export’ as one of the options. Once Export is clicked on there is another drop-down of a set of options. One of them is ‘.csv’. When .csv is clicked on it brings up the All Clients Report in the .csv MS Excel format. In order to avoid the possibility of losing some features in the .csv format, it is advisable to save in the MS Excel (*xls) format. This is done, in the .csv format, by clicking on the ‘Save As…’ button which brings up a page. A file name is indicated on the page and ‘Save’ is clicked on.
- Printing - The Report can be printed from the CSV and MS Excel (*xls) formats. In each case, ‘File’ is selected in the Toolbar and in the drop-down ‘Print’ is clicked on.
Auto number – Each record is assigned an automatic number which helps in tracking the records. There must be a satisfactory explanation for any missing number.
Help document for Insurance PremComm (Premium and Commission) Analysis
- i) New Client Form - Once the extension is installed, the user will click on New Client to bring up a Form. A Form is to be completed for every transaction.
- The first two fields to be completed are, namely:
- User - The name of the insurance regulatory authority or that of the consultant or of the insurer itself processing the data is stated here.
- Insurer - The name of the insurer whose data is being processed is stated here.
- Client ID - Identification number of the Client is entered here.
- Client Type - Individual and Corporate clients are the two client types for which provision is made.The appropriate one is ticked for each transaction.
After completing the Client ID and Client Type fields, if the client is a company the following fields are completed:
- Company Name - The name of the company (the insured) is entered here.
- Company Website - The web address of the company is entered here.
For the two types of client, the following contact information fields are completed:
- Client - The name of the contact person in the client’s office or place is entered here.
- Department - The department of the contact person is entered here.
- Email address - The email address of the contact person is entered here. If the client is a company, it could be the email address of the company.
- Contact address - The contact address of the individual or the company is provided in the fields.
- Phone number -The phone number of the individual or company insured is entered here.The phone number entered ends the provision of the contact information.
- Other fields are now filled, namely:
- Class of Business - A drop-down is provided that will list, when clicked on, the two classes of business, namely General and Life, and also Others. The appropriate class is selected which goes into the field.
- Line of Business - A drop-down is provided which when clicked on will list the lines of business. The Lines of Business listed are, Fire, Accident, Motor, GIT, CAR, Aviation, Marine - Cargo, Marine - Hull, Group Life, Others, and Choice 3. The appropriate one for the transaction is selected which goes into the field.
- Policy Number - The policy number of the insurance is entered here
- PolInceptDate - This is the date the insurance policy starts to run. The calendar icon provided is clicked on and scrolled right or left to get the required year and month and the date selected. A shortcut can be used where a calendar is selected and a date entered in the field. The date can now be amended to the required date with the cursor. It is mandatory for the data entry officer to enter the policy inception date.
- PolExpiryDate - This is the date the policy stops to run. The calendar icon provided is clicked on and scrolled right or left to get the required year and month and the date selected. A shortcut can be used where a calendar is selected and a date entered in the field. The date can now be amended to the required date with the cursor. It is mandatory for the data entry officer to enter the policy expiry date.
- RiskReserveDate - This is the accounting year end or the period end date to which the premium or commission is accrued from the policy inception date. The calendar icon provided is clicked on and scrolled right or left to get the required year and month and the date selected. A shortcut can be used where a calendar is selected and a date entered in the field. The date can now be amended to the required date with the cursor. It is mandatory for the data entry officer to enter the risk reserved date.
- Voucher Type:
- Debit Note: This has a -1 sign entered against it already. This is not to be altered at all.
- Credit Note: This has a +1 sign entered against it already. This is not to be altered at all.
- Cash Receipt: This has a -1 sign entered against it already. This is not to be altered at all.
- Cash Payment: This has a +1 sign entered against it already. This is not to be altered at all.
- Voucher sign: The appropriate sign (ie. either -1 or 1), depending on the Voucher Type, is entered here by the data entry personnel
- Voucher Date - The date on the voucher is entered in this field. The calendar icon provided is clicked on and scrolled right or left to get the required year and month and the date selected. A shortcut can be used where a calendar is selected and a date entered in the field. The date can now be amended to the required date with the cursor. It is mandatory for the data entry officer to enter the voucher date.
- Income Statement 1 -A drop-down is provided which when clicked on will list the types of revenue items - premium and commission. The appropriate one is selected which gets entered in the field.
- Income Statement 2 - A drop-down is provided which when clicked on will list the types of premium and commission. These are Premium - New Business, Premium - Additional, Premium - Endorsement, Premium - Renewal, Premium - Return, Commission - New Business, Commission - Additional, Commission - Endorsement, Commission - Renewal, and Commission - Return. The appropriate one is selected which gets entered in the field.
- PREMIUMorCOMMISSION - The premium or commission amount is entered in this field.
- PremiumOrCommission - The figure for the premium or commission is calculated automatically by the extension and shown in the All Clients page.
- Transaction Type - A drop-down is provided which when clicked on will list the transaction types. These are Direct, Local ReinsuranceInward, Overseas Reinsurance Inward, Local Reinsurance Outward, and Treaty Reinsurance Outward. The appropriate one is selected which gets entered in the field.
- Income Statement 3 - A drop-down is provided which when clicked on will list the three options of EarnedPrem, CommPaid and also Choice 3. The applicable one is selected which gets entered in the field.
- EarnedPremOrCommPaid - The Extension will automatically calculate the figure for this field and enter it. The data entry officer is NOT TO ENTER ANYTHING HERE.
- Statement of Affairs - A drop-down is provided which when clicked on will list the three options of UPR, DAC and Choice 3. The applicable one is selected which gets entered in the field.
- UPRorDAC - The Extension will automatically calculate the figure for this field and enter it. The data entry officer is NOT TO ENTER ANYTHING HERE.
- Email - The data entry officer enters his or her email address here.
“Other Details”, namely:
- Client Status - The applicable status is ticked, Active or Inactive or Choice3.
- Type Of Business - The applicable type of business of the insured is ticked. Types of Business provided for are Service Provider, Manufacturer, Consultant, Traders and Distributors, Other, and Choice 3.
- Preferred Contact Method - The insured may have indicated the deferred contact method. This is ticked, Email or Phone or Choice3.
- Additional Information - Any additional information on the policy is stated here. If there is no additional information, the ‘Submit’ button is clicked on for submission to the system. If there is the need to cancel the form, the ‘Reset’ button is entered.
- NB. Every field, except the ‘Additional Information’ field, must be completed before the New Client form can be submitted.
-
- ii) All Clients - The data entered in New Client Form are all transmitted to the All Clients. The fields in the Form are represented in the Report.
- The following can be done in the All Clients section of the extension.
- Sorting - Each of the fields can be sorted by entry and by group. By the side of each field is a diamond/triangle icon which when clicked on will give the following drop-down options, Search, Sort by Asc, Sort by Desc, Group by Asc, Group by Desc, and Hide Column.
- A sorting can be saved or removed by moving the cursor to the top of the page next to “Sheet Report” when the two options show up and the appropriate one clicked on.
- Sorting using MS Excel - Further sorting can be done by exporting the All Clients Report to MS Excel. - This is achieved by clicking on the three small horizontal lines (next to the + sign) at the top of the All Clients Report. This gives a drop-down which has ‘Export’ as one of the options. Once Export is clicked on there is another drop-down of a set of options. One of them is ‘.csv’. When .csv is clicked on it brings up the All Clients Report in the .csv MS Excel format. In order to avoid the possibility of losing some features in the .csv format, it is advisable to save in the MS Excel (*xls) format. This is done, in the .csv format, by clicking on the ‘Save As…’ button which brings up a page. A file name is indicated on the page and ‘Save’ is clickedon.
- Printing - The Report can be printed from the CSV and MS Excel (*xls) formats. In each case, ‘File’ is selected in the Toolbar and in the drop-down ‘Print’ is clicked on.
Auto number - The All Clients statement has an Auto-Number field. All entries are numbered automatically by the Extension.This will enable management to keep track of the entries posted. There must be an explanation for any missing number!
Help document for Insurance Claims Payment and Delay Analysis
i) New Client - Once the extension is installed, the user will click on New Client to bring up a Form. A Form is to be completed for every transaction.
The first two fields to be completed are, namely:
- User - The name of the insurance regulatory authority or that of the consultant or that of the insurer itself processing the data is stated here.
- Insurer - The name of the insurer whose data is being processed is stated here.
- Client ID - Identification number of the Client is entered here.
- Client Type - Individual and Corporate clients are the two client types for which provision is made.The appropriate one is ticked for each transaction.
After completing the Client ID and Client Type fields, if the client is a company thefollowing fields will be completed:
- Company Name - The name of the company (the insured) is entered here.
- Company Website - The web address of the company is entered here.
For the two types of client, the following contact information fields are completed:
- Client -The name of the contact person in the client’s office or place is entered here.
- Department - The department of the contact person is entered here. The departments provided for are Department A, Department B, Department C, and N/A.
- Email address - The email address of the contact person is entered here. If the client is a company, it could be the email address of the company.
- Contact address - The contact address of the individual or the company is provided in the fields.
- Phone number - The phone number of the individual or company insured is entered here.
The phone number entered ends the provision of the contact information.
Other fields are now filled, namely:
Line of Business A drop-down is provided which when clicked on will list the lines of business. The appropriate one for the transaction is selected which goes into the field. The Lines of Business provided for are Fire, Accident, Motor, GIT, CAR, Aviation, Marine - Hull, Marine - Cargo.
- Policy Number - The policy number of the insurance is entered here.
- Claim Number -This field takes the number the insurer assigns to the claim.
- AccDate - This is the date the insurer recognizes as the date of accident. The calendar icon is clicked on and the calendar drops. This is scrolled to the appropriate calendar and the date clicked on registers in the field.
- Claims Paid - This is the amount paid to the claimant/insured. It is mandatory to fill this field.
- Date Paid - Date of payment of claim is entered in this field. The calendar icon is clicked on and the calendar drops. This is scrolled to the appropriate calendar and the date clicked on registers in the field.
- Elapsedtimeinyears - This is the period between the accident date and date of payment of claim. The extension calculates this automatically on submission of the New Client Form and it is shown in the All Clients report.
- Date Posted - The date the entry is made is entered by the data entry officer. The calendar icon is clicked on and the calendar drops. This is scrolled to the appropriate calendar and the date clicked on which now registers in the field. It is mandatory to enter this date.
- Email - The data entry officer enters his or her email address here.
Other Details
- Client Status - The applicable status is ticked, Active or Inactive or Choice 3.
- Type Of Business - The applicable type of business of the insured is ticked. The Types of Business provided for are Service Provider, Manufacturer, Consultant, Traders and Distributors, Other, Choice 3.
- Preferred Contact Method - The insured may have indicated the preferred contact method. This is ticked, Email or Phone or Choice 3.
- Additional Information - Any additional information on the policy is stated here.
- Submit or Reset - After the completion of the Form, the ‘Submit’ button is clicked on. If there is the need to cancel the form, the ‘Reset’ button is clicked on.
- NB. Every field, except the ‘Additional Information’ field which may or may not have any entry, must be completed before the New Client form can be submitted.
-
- ii) All Clients - The data entered in New Client Form are all transmitted to the All Clients. The fields in the Form are represented in the Report.
- The following can be done in the All Clients section of the extension.
- Sorting - Each of the fields can be sorted by entry and by group. By the side of each field is a diamond/triangle icon which when clicked on will give the following drop-down options, Search, Sort by Asc, Sort by Desc, Group by Asc, Group by Desc, and Hide Column.
- A sorting can be saved or removed by moving the cursor to the top of the page next to “Sheet Report” when the two options show up and the appropriate one clicked on.
- Sorting using MS Excel - Further sorting can be done by exporting the All Clients Report to MS Excel.
- This is achieved by clicking on the three small horizontal lines (next to the + sign) at the top of the All Clients Report. This gives a drop-down which has ‘Export’ as one of the options. Once Export is clicked on there is another drop-down of a set of options. One of them is ‘.csv’. When .csv is clicked on it brings up the All Clients Report in the .csv MS Excel format. In order to avoid the possibility of losing some features in the .csv format, it is advisable to save in the MS Excel (*xls) format. This is done, in the .csv format, by clicking on the ‘Save As…’ button which brings up a page. A file name is indicated on the page and ‘Save’ is clicked on.
- Printing - The Report can be printed from the CSV and MS Excel (*xls) formats. In each case, ‘File’ is selected in the Toolbar and in the drop-down ‘Print’ is clicked on.
Auto number - The All Clients statement has an Auto-Number field. All entries are numbered automatically by the Extension.This will enable management to keep track of the entries posted.There must be a satisfactory explanation for any missing number!
Help document for Insurance Claims Outstanding and Age Analysis
- i) New Client Form - Once the extension is installed, the user will click on New Client to bring up a Form. A Form is to be completed for every transaction.
- The first two fields to be completed are, namely:
- User - The name of the insurance regulatory authority or that of the consultant or that of the insurer itself processing the data is stated here.
- Insurer - The name of the insurer whose data is being processed is stated here.
- Client ID - Identification number of the Client is entered here.
- Client Type - Individual and Corporate clients are the two client types for which provision is made. The appropriate one is ticked for each transaction.
After completing the Client ID and Client Type fields, if the client is a company the following fields will be completed:
- Company Name - The name of the company (the insured) is entered here.
- Company Website - The web address of the company is entered here.
For the two types of client, the following contact information fields are completed:
- Client - The name of the contact person in the client’s office or place is entered here.
- Department - The department of the contact person is entered here. Those provided for are Department A, Department B, Department C, and N/A.
- Email address - The email address of the contact person is entered here. If the client is a company, it could be the email address of the company.
- Contact address - The contact address of the individual or the company is provided in the fields.
- Phone number - The phone number of the individual or company insured is entered here.
The phone number entered ends the provision of the contact information.
Other fields are now filled, namely:
Line of Business - A drop-down is provided which when clicked on will list the lines of business. The appropriate one for the transaction is selected which goes into the field. The Lines of Business provided for are Fire, Accident, Motor, GIT, CAR, Aviation, Marine - Hull, and Marine - Cargo.
- Policy Number - The policy number of the insurance is entered here.
- Claim Number - This field takes the number the insurer assigns to the claim.
- AccDate - This is the date the insurer recognizes as the date of accident. The calendar icon is clicked on and the calendar drops. This is scrolled to the appropriate calendar and the date clicked on registers in the field.
- Amount Claimed - This is the amount claimed by the insured/claimant.
- Outstanding Claims - Claim outstanding as at the end of accounting year under consideration is entered in this field
- ClaimsOutstandingDate - This is the accounting year end date under consideration. It is mandatory for the data entry officer to enter this date. The calendar icon is clicked on and the calendar drops. This is scrolled to the appropriate calendar and the date clicked on which now registers in the field. It is mandatory to enter this date.
- ClmsOutstAgeinyrs - The calculation of claim outstanding age in years is calculated automatically by the Extension.This shows in the All Clients report on submission of the New Client form. The data entry officer is NOT to enter anything in this field.
- Date Posted - The date the entry is made is entered by the data entry officer. The calendar icon is clicked on and the calendar drops. This is scrolled to the appropriate calendar and the date clicked on which now registers in the field. It is mandatory to enter this date.
- Email - The data entry officer enters his or her email address here.
“Other Details”, namely:
- Client Status - The applicable status is ticked, Active or Inactive or Choice 3.
- Type of Business - The applicable type of business of the insured is ticked. Those listed are Service Provider, Manufacturer, Consultant, Traders and Distributors, Other, and Choice 3.
- Preferred Contact Method - The insured may have indicated the deferred contact method. This is ticked, Email or Phone or Choice 3..
- Additional Information - Any additional information on the policy is stated here.
- Submit or Reset - After entering the additional information and even where there is no additional information, the ‘Submit’ button is clicked on to submit. If there is the need to cancel the form, the ‘Reset’ button is entered.
- NB. Every field, except the ‘Additional Information’ field, must be completed before the New Client form can be submitted.
- ii) All Clients - The data entered in New Client Form are all transmitted to the All Clients. The fields in the Form are represented in the Report.
- The following can be done in the All Clients section of the extension.
- Sorting - Each of the fields can be sorted by entry and by group. By the side of each field is a diamond/triangle icon which when clicked on will give the following drop-down options, Search, Sort by Asc, Sort by Desc, Group by Asc, Group by Desc, and Hide Column.
- A sorting can be saved or removed by moving the cursor to the top of the page next to “Sheet Report” when the two options show up and the appropriate one clicked on.
- Sorting using MS Excel - Further sorting can be done by exporting the All Clients Report to MS Excel.This is achieved by clicking on the three small horizontal lines (next to the + sign) at the top of the All Clients Report. This gives a drop-down which has ‘Export’ as one of the options. Once Export is clicked on there is another drop-down of a set of options. One of them is ‘.csv’. When .csv is clicked on it brings up the Sheet 1 Report in the .csv MS Excel format. In order to avoid the possibility of losing some features in the .csv format, it is advisable to save in the MS Excel (*xls) format. This is done, in the .csv format, by clicking on the ‘Save As…’ button which brings up a page. A file name is indicated on the page and ‘Save’ is clicked on.
- Printing - The Report can be printed from the CSV and MS Excel (*xls) formats. In each case, ‘File’ is selected in the Toolbar and in the drop-down ‘Print’ is clicked on.
Auto number - The All Clients statement has an Auto-Number field. All entries are numbered automatically by the Extension. This will enable management to keep track of the entries posted. There must be a satisfactory explanation for any missing number!
IMPORTING DATA INTO ANY OF THE EXTENSIONS, UPDATING AND EDITING OF DATA
One of the ways to import data into any of the extensions is to use the MS Excel app.
It is necessary to gain access to the All Clients page of the extension before importing can take place. This will only happen by having at least an entry in the page. In case there were no records in the All Clients page before deciding to import, one will therefore need to record one of the entries to be imported in the system (extension) using the New Client page. This record automatically opens the All Clients page. The following steps are thereafter to be followed: 1) Click on the three horizontal lines at the upper right corner of the All Clients which will give a drop-down, 2) From the drop-down, click on Export which will give another drop-down, 3) From this drop-down, click on csv to export to csv/ms excel (the document even though exported in the csv format could be saved as 'Excel 97 - 2003 Workbook (*xls)'. The system gives a file name to the csv page exported, eg. "AllClients....." The records to be imported can be pasted in the appropriate columns on this page. Nothing should be pasted in the 'calculated cells' as the system will automatically calculate the values for such cells. Furthermore, the Auto Number cells are to be left blank as the system will generate the numbers once the page is imported into the system. It is important to note that the csv/ms excel page contains all the fields stated in the New Client page. IT IS IMPORTANT TO COMPLETE THE EMAIL CELLS. THIS IS MANDATORY BUT COMPLETING THE PHONE NUMBER CELLS IS NOT MANDATORY. The cell format of ‘Phone number’ is text. After pasting all the records to be imported into the extension (NB. to avoid double counting, the record used in the New Client for opening the 'All Clients' needs to be excluded), the page is saved on desktop. The extension is accessed again and the following steps taken. i) The three horizontal lines are clicked on and a drop-down appears, ii) 'Import' is clicked on and a page appears which requests you to browse and you click on the csv/ms excel file name.
Using the downloads provided on the Web page:
One other way to import data is to use the appropriate downloads provided on the Web page. In order to use this, please click on 'More' on the left panel and then click on 'Import MS Excel for Extensions'. This brings up the page for the downloads. You may also scroll manually to the section. The 'download' button for the required extension is clicked on to download the Excel document. The Excel document downloaded shows the columns required for import to take place . The records are pasted on the document, saved and imported as herein described previously.
UPDATING OR EDITING DATA IN ANY OF THE EXTENSIONS
One way to update or edit a record that has been posted is to open the 'All Clients' page. The cursor is placed on the item to be updated or edited and this is clicked on and the 'New Client' page will open. When the updating or editing is completed, the page is scrolled to the end and the 'Update' button is clicked on to effect the change.
INSURANCE EXTENSIONS FOR VIDEO LINKS
At the click of the button on 'INSURANCE EXTENSIONS FOR VIDEO LINKS', the page is opened. The button is on the left panel of the web page. A click on the 'Download' button of an extension will bring up the link. The link is copied and pasted on the address bar and the 'enter' button to display the video which can now be played.