User Login

In order to login to the Agentaccess^TM, enter your Agent Number and password, then click the Login button.

Your password is case-sensitive.

To have the system remember your Agent Number for future visits, check off the box next to ”Remember Me”.

If you have not yet been assigned a password, please phone your Morris representative in order to have a password emailed to you.

If you have forgotten your password, click on the ”Forgot Password” link in order to enter your security question and answer. A new password will be emailed to you.

If you have been emailed a new random password and are logging in for the first time, you will be redirected to the ”Change Password” page. This page allows you to change your password to something you can remember.


Forgot Password

In order to receive a new password, enter you Agent Number, select your security question from the list provided and enter your answer. Once you have entered all required information, click the ”Submit” button. If you have answered your security question correctly, a new password will be emailed to the primary email address on your Morris account.

If you have forgotten your security question and answer, please contact your Morris representative.


Change Password

In order to change your password, enter your existing password, enter and confirm your new password and click the ”Update Password” button.

Remember that passwords are case-sensitive.

Here are some guidelines when creating a password:

• Do not set your password to your Agent Number
• Make your password something you can easily remember
• Do not write down your password anywhere
• Make your password something that other people can not easily figure out
• Change your password frequently

MANAGE CLIENT LIST


The Manage Client List page initially displays a list of all your clients.

Adding Clients
In order to add more clients, click the ”Add Client(s)” button at the top of the page. Add the client information, then click the ”Add New Client” button.

Search for a Client or Clients
To search for a client or clients, in the Client Search area use the search fields provided to enter one or more search criteria. After entering your search criteria, click the ”Search” button to receive a list of clients that match ALL of your search criteria.

Your search will return clients where your search criteria match any part of the data field. For example, a first name search on 'Al' will return clients with the first name 'Al', 'Alan', 'Sally', etc.

Click the ”Display All” button in the bottom right corner of the Client Search area in order to clear your search criteria and display all of your clients.

Each column heading at the top of the list is a link that can be clicked in order to sort the list by that column in ascending or descending order.

View/Edit a Client Record
In order to view a complete client record or edit a client's information, click the ”View/Edit” link.

Delete a Client Record
In order to delete a client, in the ”Delete” column click the box beside the client or clients you wish to delete. Click the ”Delete” button at the top of the column. The system will confirm that you indeed wish to delete the client record(s). Click ”OK” to delete the record. Click ”Cancel” if you do not wish to delete the client record(s).

All deleted client records are moved to the Recycle Bin. To restore deleted client records, click the ”Recycle Bin” button at the top right corner of the page.


Print Client List

To print a client list, simply click the selected list format from the list provided.

A printer-friendly version of your client list will open and the Print window will automatically come up. To print the list, select your printer and click the ”Print” button. (Click the ”Cancel” button if you do not wish to print the list.)


Export Client List

A File Download window will provide buttons to either Open, Save or Cancel. To save your client list to your computer, click the ”Save” button. In the Save As window, select the location on your computer where you wish to save the file. The file name defaults to Clients.csv. You can enter a different name if desired, but leave the extension ”.csv” as is. When you have selected the file location and file name, click the Save button. When the file has been saved to your computer, a Download Complete window should appear. If you wish to open the downloaded file, click the ”Open” button. If you have Microsoft Excel installed on your computer, the file will open in Excel. If you do not have Microsoft Excel installed on your computer, the file can be opened in any text editor software.

The exported client list includes all client information with the exception of the free-form Notes field.


Add/Edit Client

The Add/Edit Client screen includes fields for the entry of all information for each client.

Required fields are flagged with an * symbol.

If a client's Title does not appear in the list, select ”Other” at the bottom of the list and a field will be provided for the entry of an alternate Title.

A First Name and/or a Last/Company Name are required to save a client record. If the client does not have a first or last name, you must select either ”Neighbor”, ”Occupant” or ”Resident” from the list provided next to the First Name.

If a City does not appear in the list, select ”Other” at the bottom of the list and a field will be provided for the entry of an alternate City.

Upon selecting a Province/State from the list, if a Canadian province is selected, one field is provided for the entry of a Canadian postal code. If a US state is selected, two fields are provided for the entry of a US zip code. All postal/zip codes are to be entered without any dashes or spaces.

In addition to the client's mailing address, additional fields have been provided for the entry of up to four phone numbers, an email address and free-form notes.

If a phone type does not appear in the list, select ”Other” at the bottom of the list and a field will be provided for the entry of an alternate phone type.

If you are in Add Client mode, check boxes labeled of 'Default' are provided to the right of the City and Province/State fields. If you are entering multiple clients in the same city and/or province/state, check off the appropriate check boxes. Your next entry(s) will then default to that of the current entry.

When you have finished entering the client information, click the ”Add New Client” button. If any of the information is missing or invalid, the client record is not saved and a red error message at the top of the screen will inform you of the missing or incorrect information. Correct the invalid information and click ”Add New Client” again.

When you have finished entering new clients, click the ”Return to Client List" button to return to the Manage Client List page.


In View/Edit mode, make any required changes to the client information and click the ”Update Client” button to save the changes. If any of the information is missing or invalid, the client record is not updated and a red error message at the top of the screen will inform of the missing or incorrect information. Correct the invalid information and click ”Update Client” again. Once all client information is valid, the client record is updated and you are returned to the Manage Client List page.

If you do not wish to make any changes to the client record, simply click the ”Return to Client List” button to return to the Manage Client List page.

Recycle Bin

The Recycle Bin displays a list of all client records deleted from your database (whether deleted by you or by a Morris representative). The most recently deleted records are displayed at the top of the list.

Each column heading at the top of the list is a link that can be clicked in order to sort the list by that column. By clicking the column heading you can sort the list by that column in ascending or descending order.

In order to restore a client record to your database, click the ”Restore” link beside the client record you wish to restore.

Click the ”Empty Recycle Bin” button at the bottom right of the list to permanently delete all clients records from the recycle bin. WARNING: THIS CANNOT BE REVERSED!


Print Labels

You can print labels for all clients or for a selected group of clients.

In order to print labels for a selected group of clients, first use the Manage Client List screen Client Search area to limit the client list based on one or more search criteria.

The Print Labels screen displays the returned list of clients in the bottom half of the screen. Check the box to the left of each client in order to print a label for that client. You can use the Select/Deselect All check box above the list to easily select or deselect all clients.

When you have selected the clients you want, simply select the label format you wish to print, load the label stock into your printer and click the ”Print Labels” button.

A new browser window will appear and the Print window will automatically come up. Select your printer and click the ”Print” button. (Click the ”Cancel” button if you do not wish to print the labels.)

When printing is complete, click the button provided in order to close the window.


Print Invoices

To view or print a Morris invoice, select the invoice from the list and click the ”View/Print Invoice” button.

The invoice will appear and the Print window will automatically come up. To print the invoice, select your printer and click the ”Print” button. Click the ”Cancel” button if you do not wish to print the invoice.