Working with the Lists of Businesses

After you open myEZClaim.com for the first time, you want to enter information regarding the businesses that can be involved with your claims. You'll be creating lists of customers, carriers, shippers, etc. Of course, you may not be able to enter all of the businesses at first. As you continue to use myEZClaim.com, you will have claims involving businesses that haven't yet been entered. You can add new businesses at any time.

You will occasionally find it necessary to update your existing records. For example, a customer's address, phone number or contact may change. Once you update the address information, any future references to that business (such as follow-up letters, claim forms, etc.) will include the new information. While authority to delete certain records are restricted by your account administrator, you may find it necessary to delete records. For example, if a carrier is entered in error and you don't use it, you may want to remove their information. However, you cannot remove any business that is associated with a claim.

The process of creating, editing and deleting an address record is the same regardless of the business type with which you are working. The only difference would be the shortcut you select to open the address listing window. The instructions provided outline the general procedure. You need to select the appropriate shortcut for the business type with which you are working.

Business Types

The following is a brief overview of the types of businesses for which you need to create records and the shortcut selection to be used to access the address information.


Shortcut	Business Type
Customers	The Customer is the business which was to receive the final shipment. This could be the same firm as the Company.
Carriers	The Carrier is the business that has accepted possession of the shipment and the responsibility for ensuring the shipment is delivered to the customer.
Shippers	The Shipper is the business that has contracted the carrier to move the shipment to its final destination. The shipper could be a 3rd party warehouse, or it could be the same firm as the Claimant.
Claimants	The Claimant is the company that contracted the carrier to deliver the shipment. The claimant can also be the same firm as the Shipper.
Companies	The Company is the business that is filing the shipment claim. This can be a division of a larger company, the same firm as the Customer, or a 3rd party claims processing firm.

Adding a Business Record

When you first use myEZClaim.com, you may want to enter a list of companies with whom you do business. This makes the claims processing task much simpler. However, if you choose, you can enter the information on an as needed basis.

1. Click the My Account tab. The My Account page opens.

2. Click the shortcut for the business type (Customers, Carriers, Shippers, Claimants, or Companies).

3. Click the Add button. The New <BusinessType> dialog box opens.

Click the image above to view full-size

4. Enter a value for the Code, using any combination of characters. This value is used for tracking information on this business. You must use a unique Code for each business you enter - regardless of business type.

5. For Carriers only. If applicable, enter the Standard Carrier Alpha Code (SCAC) in the SCAC box.

6. Move to the Full Name box and enter the name of the business.

7. Move to the Email Address box and enter the email address for the business.

8. Move to the Website URL box and enter the website address for the business. Example: http://www.mycarrier.com OR www.mycarrier.com. If you enter a website address, you can access that website from the claims.

9. For Customers only. Enter a location in the Location box.

10. Move to the Contact Name box and enter a contact name for the business.

11. Move to the Contact Email box and enter an email address for the contact person.

12. Move to the Region box and select the region from the list.

13. For Carriers only. Check In My Carrier if you want to have this carrier in your My Carrier list.

14. For Companies only. Check Available to All Users if you want all of your users to have access to this company. If you only want a few users to have access to the is company, do not check this. You will need to add this company to the users who will need to use this. (See "Working with Users" for more information.)

15. Move to the Line 1 box and enter the first address line.

Some businesses may require two lines for their address. You can use Line 1 and Line 2 in these cases. For example, you can enter both the street address and the post office box information for a business. Move to the Line 2 box, if necessary, and enter the second address line.

16. Move to the City and enter the city.

17. Move to the Zip/Country box and enter the zip code and select the country from the list. If the default country is not correct, enter the first character and keep pressing the key until the country appears. If you've entered both a street address and a post office box, enter the zip code for the post office box.

18. Once you have entered the correct country, enter the State/Province.

19. Click the Phone # tab.

20. Move to the Phone/Ext box and enter the business' phone number and extension.

21. Move to the Fax box and enter the business' Fax number.

22. Move to the Cellular box and enter the cellular phone number.

23. Move to the Other/Ext box and enter an alternate phone number.

24. Click the Save button. to save the new record. Click the Close button if you do not want to save this new record. Either way, you return to the address listing window. If you saved the new record, it is displayed in the list. Otherwise, there is no new entry.

25. The current date is automatically placed in Last Update and your name is automatically placed in Updated By. Whenever the record is modified or saved, this information is updated.

Editing an Existing Address Record

You can edit an existing record at any time. The process of editing an existing record is similar to that of creating a new record.

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for the business type.

3. Click the record you wish to modify. You can use the search function to shorten your search time. The <Business Type> Properties dialog box opens with the current information displayed.

Use the tab key or your mouse to move from box to box within the dialog box.

4. Move to the appropriate box and make the required change(s). You can make as many changes as necessary.

5. Click the Save button, to save the new record. Click the Close button if you do not want to save this new record. Either way, you return to the address listing window.

Deleting an Address Record

You can delete an existing record at any time as long as it is not associated with a claim. You should use caution when deleting a record; once it is deleted, it cannot be recovered.

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for the business type.

3. Click the record you wish to delete.

4. Click the Delete button. A message is displayed asking "Are you sure you want to do this?" Click OK to delete the record, click Cancel to leave the record and return to the address listing window. If you click OK, the record is permanently removed from the list, as long as it is not associated with any claims. If it is associated with any claims, an error message is displayed. Click Close to return to the address listing window. The record is not deleted.