Function Keys
Function keys or ‘F’ keys are located across the top of the keyboard and perform a specific task when pressed on a given screen. Function keys F13 through F24 are activated by simultaneously pressing <Shift> and F1 through F12 respectively.
The function keys and their descriptions are listed below. Not all of the functions are available from the Customer Service Inquiry Screen and some keys preform different functions on other screens. It is important to remember to look at the bottom of the screen to see which functions are available.
| Key | Press | Name | Function |
| F2 | F2 | IVR | Populates any customer information entered through the IVR |
| F3 | F3 | Exit/Go Back | Exits the current screen; Escape and returns to the previous level |
| F4 | F4 | Client ID Look-up | Client ID is retrieved when pressed while the cursor is in the Client ID search criteria field |
| F5 | F5 | Refresh | Refreshes the current screen and clears the search criteria. |
| F6 | F6 | PDN | Displays Payment Due Notice information and history |
| F7 | F7 | Billing | Displays Billing Information and History |
| F8 | F8 | Fulfillment | Displays the status of what has been sent to the customer |
| F9 | F9 | Comments | Displays comments made to a coverage record |
| F10 | F10 | Cancel ICD | Cancels the previous request for duplicate ICD |
| F11 | F11 | Refunds | Displays refund information and history |
| F12 | F12 | Request ICD | Queues a request for re-fulfillment of an ICD |
| F13 | Shift + F1 | Letters | Displays letters available to send to the customer |
| F14 | Shift + F2 | Master File | Access to client details to include recent solicitations, transit routing numbers, etc. |
| F15 | Shift + F3 | Activity | Displays actions performed on the customer record |
| F16 | Shift + F4 | Flash | Displays client information applicable to the specific coverage record |
| F18 | Shift + F6 | Workflow Request | Displays workflow request form to send a message to customer relations |
| F19 | Shift + F7 | Display Product | Displays detailed product information to include SES and Spoken Key; most useful in enrollment scenarios |
| F20 | Shift + F8 | Restore Basic | Restores Basic coverage if cancelled |
| F21 | Shift + F9 | Displays Joint Acct Info | Displays joint account holder information |
| F22 | Shift + F10 | Enrollment Method | Displays how the customer was enrolled |
| F23 | Shift + F11 | Suppress | Removes customer’s name and address from future phone and/or mail solicitations |
| F24 | Shift + F12 | More | Cycles through function key guide at the bottom of the window |