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Associate Summary

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An associate summary typically refers to the key fields or sections in an associate summary that capture essential information about the associate. These fields provide a concise, organized overview for quick and easy reference.

Associate Summary Setup

  1. Sign in to AgentFront CRM
  2. From the top menu, choose SETUP
  3. Setup > Quick Profile > Cases Quick Profile setup page will open by default
  4. Click on Quick Profile > Associate Summary
  5. This page will display the default Associate’s Summary setup
  6. This Associate Summary setup will be reflected under Associate > Individual Associate Window > Associate Summary, located on the left side of the page
  7. Users can add the new field by using the (+) sign, which is displayed in green color
  8. Users can remove the existing field by using the (x) sign, which is displayed in red color
  9. Users can also edit the existing field(s) that have already been set up
  10. Once the add/edit action has been taken, click on ‘Save‘
  11. This updated Associate summary setup will be reflected in ASSOCIATE > Individual Associate Window > Associate Summary

Restore Associate Summary Setup

  1. To restore the default Associate Summary setup, click on ‘Set to Default‘. The system will reset the setup, and the changes will be reflected in Associate > Individual Associate Window > Associate Summary
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