List Data Maintenance: Insurance

List Data Maintenance is a powerful feature that enables you to customize nearly all of the drop-down menus in Junxure. It is critical to establish guidelines on modifying these lists to decrease multiple entries and to ensure that your reports and records are accurate and efficient.

This topic covers List Data Maintenance for Insurance data.

To begin, go to System Setup > List Data Maintenance. Choose Insurance from the center column. The right column lists all customizable drop-down menus on the Contact's Insurance Tab.

You may also use the blank search field to quickly locate your drop-down menu.

The screenshots below provide an overview of each option. To add items to any list, begin typing at the first blank line indicated with an *. To delete, right-click on the box to the left of the column and choose Delete or press the Delete button on your keyboard.

To create copy of a list or lists for review, the Print Cheatsheets button will create a basic report. See List Data Maintenance: Cheatsheets for more information.

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