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Local Client List

The Local Client List is located under the Administration Tab in FMS

  • This feature contains Clients that an Office commonly uses when working assignments

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  • When a user creates a new Assignment, the first step is to select the appropriate adjuster from the Local Client list
  • Use the vertical scrollbar to scroll up and down to see the entire contents of the grid -If the grid's contents are large, use the Search box to filter by a Client Name, Branch, Adjuster Name or any other known data element, then click Enter on the keyboard or the Search button to narrow down the search
  • Once you have narrowed down the contents, double-click an adjuster to insert that data into the new Assignment
  • If an adjuster can't be found, use the National Search button to find non-local records

Add Adjuster to Client Code/Branch​

  • Under the Administration Tab --> Local Client List you can add an adjuster to a client code by clicking on National Search and select the Office Location from drop down menu

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  • You can search by the Adjuster's last name and/or email address to see if they are already in the system

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  • If there are no results from the search, you can click on the Add Adjuster button.

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  • Select from drop down the Client Name & Branch Name

    -Add Adjuster's First & Last Name

    -Phone

    -Email (Be sure to add the email to both the Delivery Tab & Status Tab)

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    -Click Save New

    • Then go back to "National Search" and search by email address for the adjuster you just added

    • Double Click their name below and a new box will appear asking you to confirm

      • Click "OK"

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Local Client List Landing Page​

  • The Local Client List contains Clients that an Office commonly uses when working assignments

1). Use any of the functions to find data — search, group, filter, or sort — to either find the desired Adjuster, or create an Adjuster report when exporting to Excel (#3)

2). The Local Client list appears in a grid format filtered on Client name in this example

3). Use the Export to Excel icon to create reports

4). Use the National Search button to find non-local Adjusters

5). Use the vertical scrollbar to scroll up and down the list

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FAQs​

Q: I clicked New to create a new assignment. Why did this screen appear?

A: Prior to reaching the Detail Tile, you must first select a client from the client list (do this by double-clicking the entry you wish to use) for billing purposes