Alpine- Epic 2020

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Across
  1. 6. Account ID: To locate client using Tam Code ,you must use ______________
  2. 8. Field that is not required in order to continue, Outlined in Yellow
  3. 10. What do you click to find an account?
  4. 14. Is the button located on the far side of the options bar.
  5. 15. Help you manage related information and documents for an account.
  6. 16. Allows you to keep track of accounts that are related to one another.
  7. 17. Option to give you access to pertinent websites and third party applications.
Down
  1. 1. Serve as reminders to follow up.
  2. 2. Field must be filled out before the workflow can continue. Outlined in Red.
  3. 3. What is a new client?
  4. 4. ensures consistency throughout the agency.
  5. 5. Is the new brokerage management system that we will be using in October 2020.
  6. 7. to add a __________allows you to enter basic information.
  7. 9. Epic allows you to launch an integrated _______ to client within the system.
  8. 11. When you press + you _____
  9. 12. When you click on pencil you are______
  10. 13. First Screen of display.