Software You Can Count On
Daily reporting to Bader Insurance Co.
Requirements:
- DOMICO Software version 7.0.0.23 (or later)
- An e-mail account configured in Outlook, Outlook Express, or Windows Mail (MAPI compliant e-mail clients)
Set up the Bader e-mail contact:
- Setup >> Site Configuration >> General Info >> Corporate Contact
- Create an e-mail contact for the following address:
newinsureds@badercompany.com 
From the Reports menu:
- Change the view to Sort Alphabetically
- Select New Move In report
- Default Date Range: change to Single Date
- Version: change to Insurance Format
Click Report Batches:
- Click Create Batch: name the batch New Insureds, or similar. Batch name will not have an effect on the final report export.
- Availability: Close Day
- Generate: Daily
- Send To: Contact(s)
- Current Recipients: choose the Bader Company e-mail contact created above
- Click the Add Report button to include this report under Reports in Batch
- Report Formats: deselect PDF; select Microsoft Excel
- Click OK, then click Exit
The report will be sent to Bader Company each night during close day, when there are move-ins and transfers with insurance to report.
The site is identified to Bader using the Site ID in the e-mail message subject line, and the Site Name in the header of the report itself.
These identifiers can be found under Setup >> Site Configuration:
An example of the e-mail subject line with Site ID:
An example of the New Move-in report header with Site Name:
