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One of the biggest benefits of Surety Pro is the functionality of saving/storing the drawn or selected boundaries to the map for later use. Before saving these boundaries, a client must be selected as a filing mechanism. Many times the "client" will represent a literal client to your business. In other cases it could be a sale number, location, farmstead, or whatever else you decide to use to separate different boundary groups within your account.

Select a Client

In order to access all of the available forms in Surety® Pro, you must first create and select a client. 

Upon Logging into Surety Pro, the right panel will display the client select option.

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If your company has multiple locations setup, a Location selection will also be available.

Note: In order to change locations, a special Location Access permission is needed to be setup in the user profile by the company's administrator.

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Add a client to your client list by clicking on the edit button that looks like a pencil to the right of the Client text box.

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Once you click on the edit Clients button the Edit Clients Grid View comes up showing the list of saved clients you have (if any).

In the bottom left corner of this Edit Clients pop up window are different icons to help you create/edit/search your client list. 

Use the icons to manipulate the client list

Use the icons to manipulate the client list

 

The Image allows you to create a new client.  When Clicked it will open a form to fill out with information. When done filling out the fields click submit.

New Client Form

New Client Form


The Image allows you to edit a client. Before clicking on this, you need to first select which client you would like to edit by single left clicking on the row of the client. When clicked it will open a populated edit record form. Here you can edit the information of that client. Use the arrow buttons to switch between clients. When done click submit.  

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The Image allows you to delete a selected client.

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By single left clicking on the Image you can search through all of your clients.

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Single left clicking on the Image will refresh the list.

Once you are ready to select a client and begin mapping, close the grid containing your client information and select your client from the drop down.

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Quickly Select a specific Client from a large list

Note: If you have a very large list, it may be beneficial to select your client by simply typing any part of the first name, last/business name, or account number to jump to that record without having to scroll through the entire list.

Narrow client list by starting to type any part of the name or account number.

Narrow client list by starting to type any part of the name or account number.


Once you have selected your client, the current crop year will populate, simply type in a different year to select or create a new year. For more information see: Crop Year

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Once you have saved borders within this client record, you can quickly navigate to and select them by using the Farm Name and Filed ID drop downs.
See the Edit Borders (Farm Name, Field ID, Delete Border) page for more details.

After a client has been selected, the full list of Forms/maps/custom layers becomes available as well as the Save Borders link.

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See Also: