Operation Manual
Deleting a Person's Insurance Information
Insurance
information under
My Profile
deals with information about personal insurance providers and policies.
1.
Click My Data
on the
Main Menu
window.
❍
If you are the only person for whom data is entered in the
, the
My Data
window
opens with your information displayed.
❍
If more than one person's data is entered in the
, you must select the person you
want from the list in the
Select Person dialog box to open the My Data
window with information
displayed for that person.
2.
Expand the
My Profile
subitems on the left navigation panel, and select
Insurance
to open the
My Profile:
Insurance
display window.
3.
Click the insurance information you want to delete.
4.
Be sure you want to delete the selected insurance information because this action cannot be reversed.
5.
Click Delete
to delete all information about the insurance policy or provider from the person.
6.
In the warning box that opens, you have two ways to proceed:
❍ Click Yes
to continue with the deletion. The warning box closes, and the
My Profile: Insurance
Providers
window displays without the deleted Insurance information.
❍ Click No
to cancel the deletion. The warning box closes, and the
My Profile: Insurance Providers
window displays without changes.
Related Links
My Profile: Insurance Providers Display Window
Learn About the My Data Window
How to Print, E
-
mail, or Fax
My Data
( v1.3 )
Deleting a Person's Insurance Information
Version: 1.0
116