Step-by-step instructions on how to edit an adjuster.
- There are a few different ways to access the Adjuster Edit screen. This screen can always be accessed by tapping the symbol next to an adjuster’s name.
- There are three locations where you will be able to find this symbol:
- (1) Edit Carrier screen
- From the More tab, tap Carriers .
- Select the carrier that the adjuster is associated with.
- On the top right, tap Options .
- Tap Edit.
- Under the Adjusters section, tap the next to the adjuster you’d like to edit.
- Tap Edit to bring up the Edit Adjuster screen.
- Edit the information you’d like to update.
- Tap Done to save the adjuster’s information.
- Tap Done to finish editing the carrier.
- Tap < Back to return to your list of carriers.
- (2) The Adjusters tab in Carriers
- From the More tab, tap Carriers .
- Select the carrier that the adjuster is associated with.
- Select the Adjusters tab at the bottom of the screen.
- Tap the next to the adjuster you’d like to edit.
- Tap Edit to bring up the Edit Adjuster screen.
- Edit the information you’d like to update.
- Tap Done to save the adjuster’s information.
- Tap < Back to return to your list of carriers.
- (3) Claims
- From the Home screen, select Claims.
- Select the Claim that the adjuster is associated with.
- Select the Contacts tab.
- Tap the symbol next to the adjuster’s name.
- NOTE: You can also choose to Remove or View the adjuster here as well.
- Edit the information you’d like to update.
- Tap Done to save the adjuster’s information.
- (1) Edit Carrier screen