How do I change the Database?

Modified on Thu, Oct 9 at 12:56 PM

This is how to change the database. "Database" is sometimes referred to as "price list".

In (Estimate™/Mobile Claims)

From the Loss Summary:

Click on Loss Summary
Click on Options button on the left side of the Home menu
Click on Default Pricing or Contents Pricing the Blade that slides out from the right side
Click on the blue link Select Pricing Database
(typically can only be done by a participant from the Originating Company)
Click on a database from the list to Change the database
or Download a new database, click on the new database, then click OK
Click Yes if you wish to reprice all Estimates
Click Apply near the top right corner
Click Save (disk icon at the top left of window)

From the Estimate Page view:

Click on your Estimate
Click on Totals
Click on Configure Totals Page Layout near upper-middle of estimate
Click on Pricing Tab
Click on the blue database name link beside "Price using:"
Change the database or Download a new database and then click on the new database
Click OK after selecting Database (the "Select database object" window will close)
Click OK (the "Estimate Totals Page Layout" window will close)