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Pending and un-pending workitems

Not sure what to do when you cannot capture everything you need to capture on a policy or claim, because you are either waiting for more information or on a response from a colleague / client / supervisor? Well, you can pend a workitem. Read more about it here. […]

By |March 10th, 2015|Exergy main, Work with...|

Finding your way on the Exergy Main window

The Exergy main window is like a platform or dashboard that allows you to access a vast range of functions and features. If you have entered the correct user name and password, the ‘Main’ window opens and should look like the following: At the top is the menu bar. Under each menu is a list [...]

By |February 18th, 2015|Exergy general, Exergy main|

How to add additional client detail

We have already seen all the options and functionality we have on the ‘Client Detail’ screen, but let’s take a more in-depth look at all the additional client detail we can capture and view on ‘Client Detail’ screen on Exergy… […]

By |January 19th, 2015|Add client detail, Client detail|

The Client Detail screen

As probably 101 things can be done on the ‘Client Detail’ screen, all the options and tools on the toolbar may be overwhelming. Let’s take a more in-depth look at what we can do and how to work with the ‘Client Detail’ screen on Exergy… […]

By |January 19th, 2015|Client detail|