How to copy and move emails between records in AMS+

If an email is associated with the wrong record, or if it applies to multiple records, you can either move it to a different record or create a copy for another record. This article explains how to change an email’s associated record or copy an email to another record in AMS+.

Requirements

• You must be logged into AMS+ as an Agency User.
• You must be assigned to a Security Group with the Administrative Incoming Emails permission.
• For Agent Records:
  • You must be logged into AMS+ as an Agency User.
  • You must also be assigned to a Security Group with the Agent Visible and Edit permissions.
    • In addition, you may need access to Agent Records assigned to your Accessible Agent.
• For to Carrier Records:
  • You must be logged into AMS+ as an Agency User.
  • You must be assigned to a Security Group with the Carrier Visible and Edit permissions.
• For Group Records:
  • You must be logged into AMS+ as an Agency User or Agent CRM User.
  • You must be assigned to a Security Group with the Group Visible and Edit permissions.
    • If you’re an Agent CRM User, you need access to Group Records assigned to your Accessible Agent, and optionally unassigned records.
• For Individual Records:
  • You must be logged into AMS+ as an Agency User or Agent CRM User.
  • You must be assigned to a Security Group with the Individual Visible and Edit permissions.
    • If you’re an Agent CRM User, you need access to Individual Records assigned to your Accessible Agent, and optionally unassigned records.

Change an email’s associated record

When you change an email’s association:

• The email is removed from the current record.
• The email is added to the specified record.

You can change the association of emails:

• One at a time, or
• In bulk.

To do this:

Go to the record's Emails > Incoming tab.

Check the box next to the email(s) you want to move to another record.

Select the Edit Association button.

In the Edit Email Association pop-up window, select the record type and search for the record name.

You can change an email's association to a different Agent Record, Carrier Record, Group Record, or Individual Record. You also have the option to relate it to a Policy Record.

Select the Save button.

Copy an email to another record

When you copy an email:

• A duplicate is created.
• The duplicate is added to the specified record.
• The original email remains associated with its current record.

You can copy emails:

• One at a time, or
• In bulk.

To do this:

Go to the record's Emails > Incoming tab.

Check the box next to the email(s) you want to copy to another record.

Select the Copy button.

In the Copy Email(s) pop-up window, select the record type and search for the record name.

You can copy an email to other Agent Records, Carrier Records, Group Records, or Individual Records. You also have the option to relate it to Policy Records.

Select the Save button.