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Editing this information requires a modernLINK Profile Administrator security profile.
Any text entered during a setup that is printed on a Dec page is printed as-is; be very careful with spelling and use of upper and lower case.
The Basic Information page provides a place for you to enter the preliminary business information of the Sub-Producing Organization.
To enter Basic Information:
Complete the Basic Information form.
SPO basic information includes:
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Section |
Field |
Description |
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Basic Information |
Activation Date |
Date the Sub-Producing Organization is to be granted access to modernLINK. If today's date, the earliest access date is the next day. |
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Producer Number |
Number assigned to this SPO. Any number can be used, so you can establish your own numbering convention. However, the number must be unique within a Contract Holder's hierarchy, i.e., for a given Contract Holder, two SPOs cannot have the same number. |
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Is Sub Producing Organization allowed to set up Sub Producing Organizations/Licensed Producers other than direct employees? |
Indicates if the SPO can have it's own hierarchy in turn, with SPOs or LPs that are its children. |
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Web Site Address |
URL for the SPO's web site. |
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Representative Information |
Field Rep |
American Modern Sales Field Rep assigned to the SPO's Contract Holder parent. |
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Account Rep |
American Modern Sales Account Rep assigned to the SPO's Contract Holder parent. |
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Inside Sales Rep |
American Modern Sales Inside Rep assigned to the SPO's Contract Holder parent. |
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Termination Information |
Cancel New Business Date |
Read-only date, if SPO terminated. |
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Termination Date |
Read-only date, if SPO terminated. |
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Termination Reason |
Read-only reason, if SPO terminated. |
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Contact Information |
First
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Contact person's first name. |
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Mi. |
Contact person's middle initial. |
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Last |
Contact person's last name. |
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Job Title |
Contact person's job title. |
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Email Address |
Contact person's e-mail address. |
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Work Phone # (CC, Number, Extension) |
Contact person's work phone number. |
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Fax # (CC, Number) |
Contact person's fax number. |
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Work Phone # |
Contact person's work phone number. |
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Fax # |
Contact person's fax number. |
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Comments |
Comment |
Click Save to continue, Cancel to abort.
The setup menu opens.
For a setup, follow the steps to add producer licenses.
