Once you've added a vehicle insurance company to the Setup application, you can edit the information, but you can't completely delete it from the system. You can, however, flag the company as "Inactive," which prevents it from displaying in the Veh. Insurance Companies screen unless the Show Inactive toggle is clicked. Setting a company as inactive also prevents it from being listed as an option in the Sales app's desking screen.
|Note: Only users with the appropriate permissions can perform this function.|
Step 1. Click on the Setup app button in the main navigation bar. The Setup app will open to the Dealership Information page.
Step 2. Click the Sales button from the horizontal button bar running across the top of the screen. The Sales options drop-down menu will open.
Step 3. Select Veh. Insurance Companies from the Sales options menu. The Veh. Insurance Companies screen will open.
Step 4. Search for or scroll to the vehicle insurance company you want to edit or flag as "Inactive." Click on the company from the list. The company's quick look card will open.
Step 5. Click the Edit Company button in the upper-right corner of the card. The Edit Insurance Company pop-up will open.
Step 6. Make any necessary changes to the company information. If you want to flag it as "Inactive," click the Active toggle in the upper-right corner of the pop-up. The background of the toggle will become gray, and the toggle's label will change to "Inactive."
Step 7. Click Save and Close. If you flagged the company as "Inactive," it will be removed from the Vehicle Insurance Companies list. You can reveal it and other inactive companies by clicking the Show Inactive toggle in the lower-right corner of the screen.