Greenlight CM™ gives users the ability to transfer a vendor's insurance and contact data from a previous job to a new job. This feature transfers all the vendor's insurance data from a previous job to a new job--with the exception of endorsements.
1.From the ribbon toolbar, click Greenlight.
2.Click Greenlight.
The main screen displays with the Dashboard tab active:
3.From the job sub menu that displays in the left navigation bar, right click Add Vendor.
A Create New Vendor dialog displays:
4.Click the Import radio button.
5.Select Master Address Book from the Choose Connection Source field dropdown.
The dialog updates to resemble the following:
6.Use the Filter field to help locate the vendor from the grid.
7.In the appropriate vendor row, click the Select check box.
8.Click Add.
If the vendor was on a previous job, Greenlight prompts the user with the Matches Found dialog.
9.Determine which vendor entry is correct (if multiple entries display) and click to highlight it.
10. Click Use Match.
All the insurance data and vendor contacts are systematically added to the new job.
Important: The endorsements still need to be reviewed and approved for the new job.