User preferences are set under the Preferences tab in Search and Maintenance. 

Default Sort Order

The Default Sort Order for account list sets the default order for Active Accounts, Favorite Accounts, Account Search Results, and Recent Searches. Note this is only a default setting. Clicking the header of any column will re-sort the data.

Default Active Accounts

The Default Active Accounts to preference sets allows users to view the active accounts of any TITAN user in the dropdown menu as a default when viewing the Active Accounts list. When viewing another user’s active accounts, a yellow message will appear at the top of the page advising whose active accounts are being displayed.

Default Acct Exec for Searches

The Default Acct Exec for Searches prefills the Acct Exec field in the Additional Criteria section on the Account Search tab with the chosen account executive.

Default Associate for Searches

The Default Associate for Searches prefills the Associate field in the Additional Criteria section on the Account Search tab with the chosen associate. 

Remove Accounts from Active

The Remove accounts from Active preference clean up the Active Accounts list each morning. Choose 15, 30, 45 or 60 days from the dropdown menu. Each morning, accounts with an effective date more than 15, 30, 45 or 60 days in the past will automatically be removed from the Active Accounts list. 

Default Associate

The Default Associate only applies to account executives. If an account executive has a single, dedicated associate, select them from the dropdown. They will be selected on all new applications and quotes.  This applies contact info to the quote and binder documents and is a searchable field in the TITAN additional search criteria for managing work.

Prevent Automatic Active Account Assignment

Enabling this preference will make it so new applications logged for an account exec will not be auto assigned to the account exec’s Active Accounts. If you do not use your Active Accounts tab or want to control what is added to your Active Accounts tab, click this checkbox.

Always Enable HTML

When selected, the Enable HTML checkbox will always be selected on all email correspondence pages in TITAN. HTML format allows emails to be sent with formatting (fonts, colors, bold, etc.).

Always Import Market Contacts from Renewal

Enabling this preference will make it so that Market Contacts from the expiring TITAN file will carry over to the Renewal Application when the renewal is launched. Users can still uncheck the Import Market Contacts checkbox on the Renewal List tab when launching renewals if this preference is set; however, each time the Renewal List tab is refreshed, the checkbox will revert to the user’s preference. This preference is enabled by default.

Combine Selected Renewals per Insured

The Combine selected renewals per insured checkbox on the Renewal List tab will always be checked as a default if the preference is checked. Renewal applications for the same insured WILL be combined into a single TITAN account. View the Renewals guide for more detailed information.

Add Policy # to Email Subject Line

If enabled, the policy number will automatically append itself onto the subject line of any categorized email sent from the Correspondence tab. This preference is enabled by default.

Always Opt for a Reminder Email

Enabling this preference will ensure the Send Email checkbox is checked by default when adding a reminder.

Show All Reminders by Default

By default, future reminders are hidden on the homepage and Reminders tab under Search and Maintenance. Enabling this preference will show all reminders by default, regardless of the remind date.

Default View to Show Existing Folders on Archive Tab

Enable this preference to always hide unused folders under Archive. All folders can still be shown by clicking the icon.