Where can I record provider extranet logon details?
Last Modified on 18/08/2017 12:14 pm BST
With the explosion of IT based solutions, more and more services are being offered on-line. This invariably requires a login account and password meaning each IFA may have literally dozens of login account details and passwords. CCD allows you to record your extranet login and password details for each provider negating the need to keep separate records.
To record the extranet login details for a provider choose the Setup > Providers. Locate the provider concerned and click to enter their record. Now choose the Information tab at the top of the screen and enter the details as required.
You may also record details of your agency numbers or network reference numbers for this provider.