Drag and Drop in the New AccuAgency5 HTML5 Version of AccuAgency
HTML5 Drag & Drop
Recently we released the latest version of AccuAgency. We’ve been calling it AccuAgency5. It has great features we’re excited to offer. One of the features you’ll find on the agency management side is drag and drop.
What is drag and drop?
In computing, drag and drop involves moving your cursor over and object, selecting the object by clicking the mouse, holding the mouse key down as you drag the object and drop it the to new location.
Drag and drop can be used for multiple purposes. You can drag and drop a file from one location to another. You can drag and drop an icon from your computer’s desktop and move it to a folder. It’s a simple and intuitive way to quickly move objects, images, files and folders.
How does it work in AccuAgency5?
In policy management, open a client, select attachments and you can now quickly and easily grab documents, images, spreadsheets and more and drop them into the attachment area. Simply locate the file you would like to attach (from your desktop, folders, etc.), hover your mouse pointer over it, click it and drag it to the white area of the attachments and drop it to attach. Voila! You’ve just moved a document into the client’s attachments.
If you have moved something in error, you can click the trash bin image to delete the file and then drag and drop the correct file to your client’s policy or quote attachments.
This is just one of many great features we now offer with the new AccuAgency5 version of AccuAgency.
Vikki Thomas has been working in the insurance industry since 1995. Vikki has worked for several carriers in customer service, quality assurance, underwriting, product management and marketing. Vikki has worked at AccuAgency since 2008.