Custom List Manager

Use the List Manager to manage your custom Company, Field, State, Line and Criteria lists.

Access the Custom List Manager from the BestLink Ribbon.

• Select the Custom List Type

1. Select the desired list type from the List Type section. All associated lists populate in the My custom lists section. All lists created in BestLink Advantage and BestAlert display.

• View the Custom List Items

1. Select the View Selected List text link from the My custom lists section.
   The list items display in the Custom List Items window.

2. Click the Close button to return to the List Manager.

• Create a Custom List or Summation:

1. Click the Create List button. The appropriate editor displays. Select and save the items for your custom list or summation. Summations are available for companies, states, and lines.

• Companies

• Field

• States

• Lines

• Reinsurers

• Criteria

• Edit a Custom List:

Modify a custom list.

1. From the My Custom Lists section, select the custom list you wish to edit.

2. Click the Edit List button. The appropriate list editor displays.

3. Modify your custom list as necessary and save the changes.

• Delete a Custom List:

Only the creator of the shared custom list can delete the custom list. Lists deleted in BestLink for Excel will also be removed from BestLink Advantage.

1. From the My Custom Lists section, select the custom list(s) you wish to delete.
   See Selecting List Items for additional information.

2. Click the Delete List button.

3. Click Yes to delete the list(s) or select No to take no action.

• Rename a Custom List:

1. From the My custom lists section, select the custom list you wish to rename.

2. Click the Rename List button. The Rename Custom List box appears.  

3. Modify the list name in the Enter a new name for your custom list textbox.

4. Click the OK button to complete the changes.

• Import a Custom List:

Import a custom list to BestLink for Excel.

1. Click the Import List button.

   • From File: Import lists from Best's Financial Suite products.

   1. Company List Only: Select From File and click the Import button.

   2. The Import A.M. Best Custom List dialog opens. Select the location of the data for import.

   3. Select the list for import.

   4. Click the Open button.
      The Import Status window displays a listing of items that are not available within BestLink.

   5. Click the OK button. The companies not imported appear on a new spreadsheet.

   • From Spreadsheet: Company List Only: Import a listing of companies from a spreadsheet to BestLink for Excel.

Important:

• The companies are imported into BestLink for Excel using the AMB Number.

• The AMB Number must be listed vertically on the spreadsheet.

• The AMB Number must be in a separate column on the spreadsheet.

1. Select the From Spreadsheet option.

2. Enter the cell address of the first AMB Number for the company list in Start Cell.

3. Enter a name for the list.

4. Click the Import button.

• Export a Custom List:

Export BestLink for Excel lists for use in Best's Financial Suite products.

1. Click the Export List button.
   The Export A.M. Best Custom List dialog opens.

2. Browse to the location for the data export.

3. Click the OK button.
   A export confirmation message box displays.

• Share a Custom List or Summation:

Share custom field lists, custom company lists and company summations with your coworkers. Shared lists can be used in any BestLink reporting feature.

1. From the My Custom Lists section, select the custom list(s)/summations you wish to share.
   See Selecting List Items for additional information.

2. Click the Share List button.
   A message displays stating the sharing is complete. Shared lists may not be immediately available to subscribers.  

Shared Lists are identified with Yes in the Shared column on the Custom List Manager.

To use the list in any BestLink reporting feature:

• Select personal custom lists from the Custom Lists folder.

• Select shared field lists or company lists/summations from the Shared Lists folder. The shared list is available to all subscribers with the same registration number.

• Revoke a Custom List:

Remove a shared field list or company list/summation from the Shared List folder. The revoked list is still available for your personal use, but is no longer available to other users. Only the creator of the shared custom list can revoke the shared status.

1. From the My Custom Lists section, select the custom list(s)/summations you wish to revoke.
   See Selecting List Items for additional information.

2. Click the Revoke List button.
   The custom list is available for selection in BestLink for Excel from the Custom Lists folder.