Using Copy Profile

The Copy Profile feature provide the ability for you to create a new claim office or repair facility profile using data copied from an existing profile of the same type.

To copy a claim office profile

  1. Select the Configuration Dashboard, and then select the Profiles option from the Configuration panel.
  2. Select the source claim office profile, and then select Copy > Profile from the mini-toolbar.
  3. Enter the claim office code in the Office Code field.

Note: The Copy data from an existing claim office profile option is disabled.

  1. Click OK. The Profiles Settings screen opens and all profile data is copied to the new profile.
  2. Click on each link in the left panel (i.e., Address & Contact Information and Company Information) under Basic Settings, and then enter the profile information in the appropriate fields.
  3. Select Save or Save and Close from the toolbar.

To copy a repair facility profile

  1. Select the Configuration Dashboard, and then select the Profiles option from the Configuration panel.
  2. Select the source claim office profile, and then select Copy > Profile from the mini-toolbar.
  3. Enter the profile name in the Name field.

Note: The Copy data from an existing repair facility profile option is disabled.

  1. Click OK. The Profiles Settings screen opens and all profile data is copied to the new profile.
  2. Click on each link in the left panel (i.e., Address & Contact Information and Company Information) under Basic Settings, and then enter the profile information in the appropriate fields.
  3. Select Save or Save and Close from the toolbar.