AM Best Online Help

Custom List Manager - Lines

Create edit, delete, copy, rename, or combine Line lists. Choose from the following procedures:

 

• Access the Custom List Manager - Lines Page:

1. 1. From the Manage Lists menu, select List Manager.

   2. From the List Manager submenu, select Lines. The Custom List Manager - Lines page displays. If your active lines list is a temporary subset list, you are prompted to save the list.

   1. • Type a name for the custom line list in the Enter a new name for this list textbox.

      • Click the Save button.

or

1. 1. • Click the Cancel button to proceed without saving the temporary list.

• Create a Custom Line List or Summation:

1. 1. Click the Create button. The Create Field Lists page displays with the Lines tab selected. Select and save the lines for your custom line list or summation.

• Delete a Custom Line List:

1. 1. From the Line Lists section, select the custom line list(s) for deletion.
      See Selecting List Items for additional information.

   2. Click the Delete button.
      A Warning displays if the custom line lists are used in a saved template for custom reports.

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

• Rename a Custom Line List:

1. 1. From the Line Lists section, select the custom line list you wish to rename.

   2. Click the Rename button.

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

   4. Click the Save button to complete the changes.

• Combine Custom Line Lists:

Merge multiple custom line lists into a new custom line list using the Combine option. Individual lists will not be deleted.  

1. 1. From the Line Lists section, select the custom line lists you wish to combine.
      See Selecting List Items for additional information.

   2. Click the Combine button.

   3. Type a list name in the Enter a name for the combined list textbox.

   4. Click the Save button.

• Copy a Custom Line List:

Create a duplicate copy of an existing line list.  

1. 1. From the Line Lists section, select the custom line list you wish to copy.

   2. Type a list name in the Enter a name for the copied list textbox.

   3. Click the Save button to complete the save.

• Edit a Custom Line List:

Modify a custom line list.  

1. 1. From the Line Lists section, select the custom line list you wish to edit.

   2. Click the Edit button. The Create Field Lists page displays with the Lines tab activated. Modify your line list as necessary and save the changes.

• Manage Lists:

Quickly navigate to the custom list manager for the following lists:

1. • Companies

   • Fields

   • States

   • Criteria

   • Reinsurers