Configure Account Placements

Use the Placement tab in the Client Configuration window to configure account placement settings for a client. You can specify which customer and desk to assign to accounts that a client places with your organization.

To configure account placement settings

1. In the AIM Receiver Manager window, in the Name column of the data grid, click the Client icon. The Client Configuration window appears, with the General tab selected.

2. Click the Placement tab.

Use Desk from Placement File: If selected, the import file contains the desk to assign to accounts.

Desk: Desk to assign to accounts.

3. Do one of the following:

• If the import file contains the customer to assign to accounts, click From Placement File.

• To specify the customer to assign to accounts, click Use Predefined Customer and then, in the list box, click the customer.

• If the import file contains customer codes that you can map to existing customers, click Customer Mapping Logic and then do the following:

1. Click New Customer Mapping. AIM Receiver Manager adds a blank row to the data grid.

2. In the Client Customer column of the data grid, type the code included in the file that identifies the client.

3. In the Agency Customer column of the data grid, type the code for the existing customer to map to the client customer code.

4. Do one of the following:

• If the import file contains the desk to assign to accounts, click Use Desk from Placement File.

• If the import file doesn't contain the desk to assign to accounts, in the Desk list box, click the desk to assign to accounts.

5. Complete the information and then click Apply.

Related Topics

Client Configuration