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.
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.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.
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 |
The
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 |
The
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.
The
allows you to delete a selected client.
By single left clicking on the
you can search through all of your clients.
Single left clicking on the
will refresh the list.
Cycle through the pages or change the records per page using the options on the bottom of the list.
Export Client ListUse the Export button
to Export the client list in a Tab Delimited .txt file.
A download link will be generated. Click Download File to save the file. This file can be opened in spreadsheet programs like Microsoft Excel.
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.
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. |
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 YearOnce 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.
Set a client as Inactive
To hide a client record from the client drop down list but retain the record for future use, the client can be set as Inactive.
To set a client as Inactive, open the edit clients window by clicking on the Pencil icon.
Select the client you wish to set as "Inactive" (hide from the client drop down) by clicking on it. then clicking on the Pencil icon on the bottom of the list.
Find the Set Inactive toggle and check it.
Once saved, it will no longer appear in the client drop down but will still appear in the Edit Clients list. Find the Inactive column to see whether a client is set as inactive.
See Also: