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Associate Cases > Associate Cases Display

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Case Displays are used to create specific views of listings. Users can set a maximum of 5 saved displays, selecting from the available fields, and apply them to the Cases list as needed.

The following are the steps to use the Display feature:
1. Navigate to the ‘ASSOCIATES’ tab where you will find the ‘All Associates List’.

2. Click on an Associate to proceed.

3. The ‘Dashboard’ will open. Click on the ‘CASES’ option.

4. The ‘Cases’ page will open, showing a list of cases registered under the Associate.

5. Click on the ‘Display’ icon to create a display.

6. A popup page will open  Any existing ‘Displays’ will be listed under ‘Saved Displays’.

7. Click on ‘Add Display’ to create a new ‘Display’.

8. A window will open.

9. The system will allow the selection of a maximum of 15 fields.

10. The user can view the list of fields by clicking on the down arrow for any field group.
11. Click on the down arrow to reveal the fields for selection.

12. After clicking the down arrow next to ‘Personal Information’, the list of personal information fields will be opened.

13. Select the necessary fields to configure the ‘Display’ view from the Personal Information fields.

14. Similarly, you can select fields to configure the ‘Display’ view from the ‘Contact Information’ fields.

15. Similarly, you can select fields to configure the ‘Display’ view from the ‘RSA Information’ fields.

16. After field selection is complete there are three options: Back, Next, and Cancel.

17. Clicking on Cancel will close the window.
18. Clicking on ‘Back’ will redirect to the first page of the ‘Display’.

19. Clicking on ‘Next’ will open a new page listing the selected fields.
20. Users can change the sequence of the displayed fields using the six dots.

  • Apart from the ‘Name’ field, all other fields can be changed.

21. Add the ‘Display’ Name at the end.

22. On the same page there are three options: Back, Save & Apply, and Save.

23. Clicking on ‘Back’ will return you to the ‘Add Display’ page.

24. Clicking ‘Save’ will save the ‘Display’, and it will be listed under Saved Displays (it will not be applied to the listing).

25. The system will generate a message that the ‘Display created successfully’.

26. Clicking on ‘Save & Apply’ will save the ‘Display’ under the ‘Saved Display’ listing and apply it to the ‘ASSOCIATES > Cases’ list.

27. The system will generate a confirmation message, and the ‘Display’ will be applied to the ‘Cases’ list.

28. The ‘Cases’ listing will display the list according to the criteria set in the ‘ASSOCIATES > CASES > Display’.
29. Hovering the mouse over the ‘Display’ icon will show the name of the applied display.

30.The user can apply any available Display by clicking on the Display option, selecting the desired display, and then clicking on Apply.
31. Users can view the ‘Display’ criteria by opening the Display popup and clicking on the ‘View Display’ icon.

32. The creation criteria will be displayed.
a. Apply and Cancel buttons will be available.
b. Users can apply the ‘Display’ by using the ‘Apply’ option.

33. The user can Edit any available Display by clicking on the Display option, selecting the desired display, and then clicking on the ‘Edit Display’ icon.

34. The ‘Display’ window will open with the existing criteria, and users can modify the ‘Display’.

35. Users can change the criteria of the ‘Display’ and click on ‘Save & Apply’.

36. An updated ‘Display’ will be applied to the ‘ASSOCIATES > Cases’ listing.

37. The user can delete any available Display by clicking on the Display option, selecting the desired display, and then clicking on the ‘Delete Display’ option.

38. The system will ask for confirmation. Click on ‘Delete’.

39. The system will generate a confirmation message and the ‘Display’ will be deleted.

40. Users can verify if the ‘Display’ is deleted or not by opening the Display option and checking the Saved Displays..

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Cases Quick Action Menu

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Quick Action Menu – The Quick Action Menu allows the user to mass perform the same action on single or multiple profiles. It enables the user to update the SFA Folder, change the Pipeline status, or move cases to Trash or Archive for specific profile(s).

The following are steps to manage Quick Action:
Steps to update the SFA Folder:
1. Navigate to the ‘CASES’ tab, where you will find the Cases List – All Cases.

2.  Select a profile by checking the corresponding checkbox, and the ‘Quick Action Menu’ will be enabled.

3. Multiple profile(s) can be selected by checking the corresponding checkbox.
4. After selecting the profile(s), It will allow the user to change the ‘SFA Folder’, ‘Pipeline’, ‘CM Assigned’ and ‘CSR Assigned’ for the selected profiles. Additionally, users can move the selected profiles to ‘Archive’ or ‘Trash’.

Steps to update SFA Folder:
5. Select the desired ‘SFA Folder’ from the provided dropdown menu to move the selected profiles to that specific ‘SFA Folder’.

6. Navigate to the ‘SFA Folder’ section on the left side panel to view specific folders along with their respective counts.

7. Here we are moving the cases to the ‘POS – Death Claim Pending’ SFA Folder, which currently has a count of 0.

8. Select the ‘ POS – Death Claim Pending’ SFA Folder from the dropdown menu and click the submit button icon.

9. The system will display a confirmation message indicating that the cases have been updated successfully.
10. The selected profiles have been moved to the ‘ POS – Death Claim Pending’ SFA Folder. The updated ‘SFA Folder’ will be reflected in both the ‘Cases List – All Cases’ and ‘SFA Folder’ sections.

11. Click on ‘SFA Folder’ in the left side panel to check the counts of the updated ‘SFA Folders.’ The count will be updated from 0 to 2.

Steps to update Pipeline status:
12. Navigate to the ‘CASES’ tab again and select the profile(s) by checking the corresponding checkbox, and the ‘Quick Action Menu’ will be enabled.

13. Select the desired ‘Pipeline’ from the provided dropdown menu to move the selected profiles to that specific ‘Pipeline’.

14. Navigate to the ‘Pipeline’ section on the left side panel to view the specific statuses along with their respective counts.

15. Here we are moving the cases to the ‘Reapply-Covid Closed’ Pipeline, which currently has a count of 0.

16. Select the profiles from the list and choose the ‘Reapply-Covid Closed’ Pipeline from the dropdown menu. Click the ‘Submit’ icon.

17. The system will display a confirmation message indicating that the case data has been updated.
18. The selected profiles have been moved to the ‘Reapply-Covid Closed’ Pipeline. The updated ‘Pipeline’ will be reflected in both the ‘Cases List – All Cases’ and ‘Pipeline’ sections.

19. Click on ‘Pipeline’ in the left side panel to check the count of the ‘Reapply-Covid Closed’ Pipeline. The count will be updated from 0 to 2.

Steps to move profile(s) to Archive Folder:
20. Navigate to the ‘SFA Folder’ section on the left side panel to view the count for the ‘Archive’ folder. The count is 73.

21. Select the profile(s) from the list and click the Archive button icon in the ‘Quick Action Menu’..

22. The system will generate a validation message and ask for confirmation. Click ‘Archive’ to proceed

23. After clicking ‘Archive,’ the system will display a confirmation message indicating that the case data has been updated, and the cases will be moved to the ‘Archive’ folder.
24. The selected profile(s) have been moved to the ‘Archive’ SFA Folder successfully. The profile(s) which moved to the Archive folder will not be visible in ‘Cases List – All Cases’.

25. Click on ‘SFA Folder’ in the left side panel to check the counts of the ‘Archive’ folder.’ The count will be updated from 73 to 74.

Steps to move profile(s) to Trash Folder:
26. Navigate to the ‘SFA Folder’ section on the left side panel to view the count for the ‘Trash’ folder. The count is 1075.

27. Select the profile(s) from the list, then click the Trash button icon in the ‘Quick Action Menu’.

28. The system will generate a validation message and ask for confirmation. Click ‘Trash’ to proceed.

29. After clicking Trash,’ the system will display a confirmation message indicating that the case data has been updated successfully, and the profile(s) will be moved to the ‘Trash’ folder.
30. Selected profile(s) have been moved to ‘Trash’ SFA Folder successfully. The profile(s) which moved to Trash folder will not be displayed in the ‘Cases List – All Cases’.

31. Click on ‘SFA Folder’ in the left side panel to check the counts of the ‘Trash’ folder.’ The count will be updated from 1075 to 1076.

Steps to move profile(s) to CM Assigned:
32. Navigate to the ‘CASES’ tab again and select the profile(s) by checking the corresponding checkbox, and the ‘Quick Action Menu’ will be enabled.

33. Select the desired ‘CM Assigned’ from the provided dropdown menu to move the selected profiles to that specific ‘CM Assigned’

34. Select the profiles from the list and choose the ‘Maniyar, Poonam’ CM Assigned from the dropdown menu. Click the ‘Submit’ icon.

35. The system will display a confirmation message indicating that the case data has been updated.
36. The selected profiles have been moved to the ‘Maniyar Poonam’ CM Assigned. The updated ‘CM Assigned’ will be reflected in both the ‘Cases List – All Cases’ and ‘CM Assigned’ sections.

Steps to move profile(s) to CSR Assigned:
37. Navigate to the ‘CASES’ tab again and select the profile(s) by checking the corresponding checkbox, and the ‘Quick Action Menu’ will be enabled.

38. Select the desired ‘CSR Assigned’ from the dropdown menu provided to move the selected profiles to that specific ‘CSR Assigned’.

39. Select the profiles from the list and choose the ‘BimSym, Krishna’ CSR Assigned from the dropdown menu. Click the ‘Submit’ icon.

40. The system will display a confirmation message indicating that the case data has been updated.
41. The selected profiles have been moved to the ‘BimSym Krishna’ CSR Assigned. The updated ‘CM Assigned’ will be reflected in both the ‘Cases List – All Cases’ and ‘CSR Assigned’ sections.

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Cases Pipeline

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The pipeline is used to track sales for each case within the system. Here, the case is moved from one Pipeline to another.
Pipeline status can be created according to the requirement from the Setup > System Setup > Pipeline.

The following are the steps to move cases through the Pipelines:
1. Navigate to the ‘CASES’ tab where you’ll find the ‘Cases List – Life – All Cases’.

2. Click on the ‘Pipeline’ option from the left-side panel, and a list of available pipelines will be displayed.

3. Search for the required Pipeline by entering its keyword in the search box. For example, if the user types ‘rea’, they will get a list that includes ‘REAPPLY LAB ONLY’. Check the total number of cases displayed (24) and click on it to open the list of cases.

4. In Pipeline cases are displayed below. The page will be named ‘Cases List – REAPPLY LAB ONLY’. In the Pipeline column, only ‘REAPPLY LAB ONLY’ pipeline cases will be shown.

5. Select the option from the Display Options menu to set the number of cases displayed per page based on the total number of cases available in the ‘REAPPLY LAB ONLY’.

6. After selecting the Display option, the system will display cases and pagination according to the chosen option. If the user selects 20 cases per page, the system will display 20 cases per page, distributing the data accordingly.

7. Click on the Print option to print the current page. The printing feature will print the data based on the selected display settings.

8. Click on the field title to view the cases in ascending or descending order. When the user clicks on the title, a downward arrow will be displayed next to it, and the cases will be arranged in descending order.

9. When the user clicks on the title again, an upward arrow will be displayed next to it, and the cases will be arranged in ascending order.

10. Click on the left search bar and enter the data you wish to search for within the ‘REAPPLY LAB ONLY’ list. For example, if you select ‘Like’ ‘Email’ ‘bimsym.com’, it will display all cases that have an email address like ‘bimsym.com’.

11. The resulting display is a list of cases in the ‘REAPPLY LAB ONLY’ Pipeline which have an email address like ‘bimsym.com’.

12. Click on Quick Search and enter the data the user wants to search for within the ‘REAPPLY LAB ONLY’ Pipeline. For example, if the user inputs ‘carmen’ and clicks on the search button.

13. The resulting display is a list of cases in the member with the name “CARMEN’ in ‘REAPPLY LAB ONLY’ Pipeline.

14. Users can move the case to another Pipeline by selecting the case and choosing an option from the Action Pop-up menu. For instance, if the user selects a case from the ‘REAPPLY LAB ONLY’ folder and moves it to ‘DI GRADED’.

15. Once the selected case is moved from the ‘REAPPLY LAB ONLY’, a confirmation message will be displayed by the system, and the case will no longer appear in the listing in the ‘REAPPLY LAB ONLY’ Pipeline.

16. Check the total number of cases available in the ‘REAPPLY LAB ONLY’ Pipeline. It has decreased by 1.

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Cases SFA Folder

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The SFA Folders are used to track cases. SFA Folders can be created according to the requirement from the Setup > System Setup > SFA Folder.

The following are the steps to utilize the SFA Folders:
1. Navigate to the ‘CASES’ tab where you’ll find the ‘Cases List – All Cases’ list.

2. Click on the ‘SFA Folder’ option in the left-side panel to display all available SFA Folders.

3. Search for the SFA Folder by entering the name in the search box. For example, if the user types ‘LEA’, they will get a list that includes the ‘Lead Received’ folder.

4. The selected SFA Folders cases are now displayed. The page will be named ‘Case List -Life – Lead Received’. In the ‘SFA Folder’ column, only cases labeled ‘Lead Received’ will be shown.

5. Select the option from the display settings to specify the number of cases to show per page, based on the total number of cases available in ‘Lead Received’.

6. After selecting the display option, the system will display cases and pagination based on the selected setting. For instance, if the user chooses 10 cases per page, the system will organize and display 10 cases per page.

7. Click on the ‘Print’ option to print the current page. The print feature will print the data according to the current display settings.

8. Click on the field title to view the cases in ascending or descending order. When the user clicks on the title, a downward arrow will appear beside it, indicating that the cases are arranged in descending order. For example, in the ‘Lead Received’ list, names will be displayed in descending order after clicking the title.

9. When the user clicks on the title again, an upward arrow will appear beside it, indicating that the cases are now arranged in ascending order. For example, in the ‘Lead Received’ list, names will be displayed in ascending order after clicking the title again.

10. Click on the ‘Left Search’ and enter the data the user wants to search for in the Lead Received SFA Folder list. For example, if the user enters ‘Like’ ‘Email’ ‘bimsym.com’, it will display cases that have an email like ‘bimsym.com’.

11. The result is a list of cases in the ‘Lead Received’ SFA folder where the email like ‘bimsym.com’.

12. Click on the Quick Search and enter the data the user wants to search for in the ‘Lead Received’ SFA Folder list. For example, if you enter ‘Kothari’, it will display cases that have cases with this name in Lead Received SFA.

13. The resulting display is a list of cases in the ‘Lead Received’ SFA Folder where member name and email address contain word ‘kothari’.

14. Users can move the case to another SFA Folder by selecting the case and choosing an option from the Action Pop-up menu. For example, if the user selects a case from the ‘Lead Received’ folder and moves it to ‘Remarketing Lead’.

15. Once the selected case is moved from ‘Lead Received’, the system will display a confirmation message, and the case will then be available in the ‘Remarketing Lead’ SFA Folder.

16. The total number of cases available in the ‘Lead Received’ list has decreased by 1.

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Cases Trash

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The Trash folder is for unused cases with the intention of discarding or removing unnecessary items.

The following are the steps to manage the Trash folder:
1. Navigate to the ‘CASES’ tab where you’ll find the ‘Cases List -Life – All Cases’.

2. Check the total number of cases in the ‘All Cases’ list; it shows 2771 cases.

3. Before moving a case to ‘Trash’ verify the number of cases in the ‘Trash’ folder, located within the SFA folder options.

4. Select the case from the ‘Cases List – Life – All Cases’ list that is currently not needed. The Quick Action pop-up will be enabled.

5. Click on the ‘Trash’ option.

6. A pop-up will appear to confirm your action to move the case to the trash. Click on the ‘Trash’ option.

7. The case will disappear from the ‘Cases List – Life – All Cases’ and a confirmation message will be generated.

8. Check the total number of cases available in the Cases List – Life – All Cases. It should have decreased by 1.

9. Check the total number of cases available in the Trash folder. It should have increased by 1.

10. Navigate to the ‘Trash’ folder, and you will find the case has moved there.

11. Any case can be moved back to ‘Cases List – Life – All Cases’. To move a case from the ‘Trash’ back select the case and the Quick Action pop-up will open.

12. Choose the SFA Folder or Pipeline or both and click the ‘Click To Submit’ option.

13. The selected case will disappear from the ‘Cases List – Life – Trash’ and a confirmation message will be generated.

14. Now, check the total number of cases available in the ‘Cases list – Life – Trash’. It should have decreased by 1.

15. Navigate to the ‘CASES’ tab, and you will find the case moving. Example: the total number of cases available in ‘Cases List – Life – All Cases’ has increased by 1.

16. There is another way to move a case to the ‘Trash’. Navigate to the ‘CASES’ tab where you’ll find the ‘Cases List – Life – All Cases’. Open a case by clicking on it.

17. After clicking on the case, the ‘DASHBOARD’ will open. Click on the ‘TRASH’ option.

18. A pop-up will appear to confirm your action to move the case to the trash. Click on the ‘Trash’ option.

19. The case is moved to the Trash Folder, and a confirmation message will be generated. The case will disappear from the ‘Cases List – All Cases’ list.

20. Navigate to the ‘Trash’ folder, and you will find the case has moved there..

21. The user can update the number of entries through the Display drop-down..

22. After changing the Display, the system will update the cases and pagination based on the chosen setting. For example, if the user selects 10 cases per page, the system will display 10 cases with the data distributed accordingly.

23. To view the cases in an ascending or descending order, click on the field title. When the user clicks on the title, a downward arrow will appear next to it, indicating that the cases are arranged in the descending order. For example, the list displays ‘Name’ in descending order for the Trash List.

24. When the user clicks on the title again, an upward arrow will appear beside the title, indicating that the cases are now arranged in an ascending order. For example, the list displays ‘SFA Folder’ in ascending order for the Trash List.

25. Click on the left search bar and enter the data you wish to search for from the Trash List. For example, select the option ‘Starts with’, select the field as ‘Email’ and keep the value as ‘bimsym.com’, which will display cases whose email starts with ‘bimsym.com’.

26. The resulting display is a list of cases in the Trash Folder where the case’s email starts ‘bimsym.com’.

27. Click on the Quick Search and enter the data you want to search for from the Trash.

28. For example, entering word ‘List’ will display cases with the name containing the word ‘List’. The resulting display is the list of cases in the Trash Folder where the Name field contains the word ‘List’.

29. Click on the Print option to print the current page.

30. Filters, display options, and export functions will consistently operate on the entire list of cases.

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Associate Cases > Associate Cases Filter

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The Cases Filter feature allows users to create a customized listing by applying up to 5 filters. Users can choose from the available fields and apply them to refine the data as needed.

The following are the steps to create and apply a customized filter for ASSOCIATES Cases listing:
1. Navigate to the ‘ASSOCIATES’ tab where you’ll find the list of All Associates.

2. Click on an Associate to proceed.

3. After clicking on the Associate, the ‘Dashboard’ of their profile will open. Then, click on the ‘CASES’ option.

4. The ‘Cases’ page will open, showcasing a list of cases registered under this specific Associate.

5. Click on ‘Filter’ option.

6. By clicking on ‘Filter’, will open a popup page to create a new filter.
a. Existing ‘Filters’ will be listed under ‘Saved Filters’, if available.

7. Click on the ‘Add Filter’ button within the popup window to create a new filter.

8. By clicking on ‘Add Filter’ will open a popup window where you can set the filter criteria according to your requirements.

9. Add filter name.

10. Select the field from the dropdown where the ‘Filter’ needs to be applied.

11. Apply the ‘Condition’ to set the ‘Filter’.

12. Select or enter the ‘Value’ to set the filter.

13. Select either the ‘Match All Filter Rules’ or ‘Match Any Filter Rule’ option as per the requirement.

14. There are three options: Back, Save and Save & Apply.

15. By clicking on ‘Back’, it redirects to the first page of the ‘Filter’.

16. By clicking on ‘Save’, only the ‘Filter’ will be saved and displayed in the filter listing. (It will not be applied to the listing.)

17. The system will generate a confirmation message only for the created filter.

18. Clicking on ‘Save & Apply’ will save the ‘Filter’ under the ‘Filter’ listing and apply it to the ‘ASSOCIATES > Cases List’.

19. The system will generate a message, and the ‘Filter’ will be applied to the ‘ASSOCIATES > Cases List’.

20. Now, the Associates listing will display the list according to the criteria set in the ‘Filter’.
21. Hovering the mouse over the filter icon will display the name of the applied ‘Filter’.

22. The user can apply any available filter by clicking on the filter option, selecting the desired filter, and then clicking on Apply.
23. By clicking on Apply, the selected filter will be applied to the listing.
24. Users can view the filter criteria by:
a. Clicking on the ‘Filter’ again and hovering over the ‘View’ icon.
b. Clicking on the ‘View Filter’ option.

25. The ‘Filter’ criteria will display:
a. Only the ‘Back’ button will be displayed.
b. The selection of fields and criteria will be greyed out and not editable.

26. Users can edit the ‘Filter’ by:
a. Clicking on the ‘Filter’ again and hovering over the ‘Edit’ icon.
b. Clicking on the ‘Edit Filter’ option.

27. The ‘Filter’ window will open with the existing criteria, and users can modify the ‘Filter’.

28. Users can apply multiple filter criteria simultaneously by:
a. Applying more filter criteria and then clicking on ‘Save & Apply’.

29. An updated ‘Filter’ will be applied to the ASSOCIATES > ‘Cases List’.

30. Users can ‘Delete’ the ‘Filter’:
a. Clicking on the ‘Filter’ again and mouse over on the ‘Delete’ icon.
b. Click on the ‘Delete Filter’ option.

31. The system will ask for confirmation. Click on ‘Delete’ to proceed.

32. The system will generate a message, and the ‘Filter’ will be ‘Deleted’.

33. Users can check if the filter is deleted by:
a. Clicking on the ‘Filter’ again.
b. Checking the listing: A deleted filter will not be available in the ‘Saved Filters’ section.

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Associate Reset Password

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The Reset Password feature allows the user to change the password.

The following are the steps to Reset a Password:

1. Navigate to the ‘ASSOCIATES’ tab where you’ll find the list of All Associates.

2. Click on the Associate whose password needs to change.

3. After clicking on the associate, the ‘Dashboard’ will open. Click on the ‘RESET PASSWORD’ option.

4. The Reset Password page will open, presenting the following rules for resetting the password:
a. Must include at least one uppercase letter.
b. Must include at least one lowercase letter.
c. Must include at least one special character.
d. Must include at least one numerical value
e. It must be between 12 and 50 characters in length.

5. Enter a ‘New Password’ that adheres to the rules. As the criteria are met, the ‘Password must contain’ requirements will update to green with a checkmark icon.

6. Click on the ‘Eye’ icon to view the entered password.

7. Next, re-enter the password in the ‘Confirm Password’ field. If the user enters a different password than the one entered in the ‘New Password’ field, the system will display a message stating ‘Password and confirmation password must match’.

8. Enter the same password in the Confirm Password field that you entered in the New Password field.

9. There are two options available at the bottom on this page.
a. Save
b. Cancel
10. By clicking Cancel, the New Password and Confirm Password fields will be cleared.

11. Click on the ‘Save’ button to initiate the password change process.

12. The system will display a confirmation message stating ‘Password updated successfully’.
13. The user should log in with the new password next time.

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Associate History

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The Associates History feature allows the user to view a timeline of activities associated with a specific associate, providing insight into updates and changes.

The following are the steps to access an Associates History:

1. Navigate to the ‘ASSOCIATES’ tab where you will find the ‘All Associates List’.

2. Click on an Associate to proceed.

3. The ‘Dashboard’ will open. Click on the ‘History’ option.

4. The Associate History page will be opened.

5. This section will display updated information, including their name and relevant details.
6. Fields in this section, such as ‘Updated By’, ‘Updated Date’, ‘IP Address’, and ‘Updated Count’, pertain to associate details.

7. Click on the drop-down icon next to each line in Associate History to view the updated details.

8. The details of the history will open, showing the values of the fields ‘No.’, ‘Field Name’, ‘Old Value’, and ‘New Value’. These fields will show fields that have been updated.

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Associate Cases > Associate Cases Export

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The Export feature is used to export specific records according to the creation date.

The following are the steps to Export data:
1. Navigate to the ‘ASSOCIATES’ tab where you will find the All-Associate List. Click on an associate to proceed.

2. Click on an associate to proceed.

3. The ‘Dashboard’ will open. Click on the ‘CASES’ option.

4. A list of the associate’s cases will display. Click on the ‘Export’ icon.

5. A pop-up window will open displaying the selection criteria for ‘Period’:
There are four options available:
a. Last 10 days – This option is used to export records from the last 10 days.
b. Last 30 days – This option is used to export records from the past 30 days.
c. Current month – This option is used to export records for the Current Month.
d. Date Range – This option is used to export records for the selected date range within 90 days.

6. For the first three options, select the radio button and click on the ‘Export’ button.
7. Records will be exported according to the selected option, and a CSV file will be saved.
8. For the Date Range option, specific dates will need to be selected.

9. After selecting the dates, click on the ‘Export’ button.

10. The records will be exported and a CSV file will be saved.

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Associate Cases > Associate Cases Print

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The Case Print feature is used to print specific data for the current page after applying any filters or search criteria. For example, if you are on the second page, it will only print the data displayed on that page, not all the data in the listing.

The following are the steps to view and update the Associate Cases List:
1. Navigate to the ‘ASSOCIATES’ tab where you’ll find the ‘All Associates List’.

2. Click on an Associate to proceed.

3. After clicking on the Associate, the ‘Dashboard’ of their profile will open. Then, click on the ‘CASES’ option.

4. The ‘Cases’ page will open, showcasing a list of cases registered under this specific Associate.
5. Click on the ‘Print’ option.

6. After clicking on ‘Print’, a popup page will open displaying the current page data and various print options.

  • Select the print option from the ‘Destination’ field and click on the ‘Print’ button.
    • Select the ‘Save as PDF’ option from the ‘Destination’ field and click on the ‘Save’ button to save the file.
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    Associate Cases > Associate Cases

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    The CASES option will display all cases registered under a particular Associate, excluding those in the Trash and Archive SFA Folder.

    The following are the steps to view and update an Associate’s Case List:
    1. Navigate to the ‘ASSOCIATES’ tab where you’ll find the list of All Associates.

    2. Click on an Associate to proceed.

    3. The ‘Dashboard’ will open. Click on the ‘CASES’ option.

    4. The ‘Cases’ page will open displaying the list of cases registered under the Associate.

    5.The Associate Summary is displayed in the ‘Cases’ list on the left side. The display of the Associate Summary can be managed from Setup > Quick Profile > Associate.

    6. Deselecting the pin on the Associate Summary will reveal the option to hide the Associate Summary.

    7. Clicking the arrow ‘<’ will hide the Associate Summary.

    8. Clicking the arrow ‘>’ will display the Associate Summary.

    9.Selecting the pin option will keep the Associate Summary visible.

    10. Data can be sorted in ascending or descending order by clicking on the field title. When the user clicks on the field title, the list of the ‘Cases’ will be arranged in descending order.

    11. When the user clicks on the title again, the list of the ‘Cases’ will be arranged in ascending order.

    12. On the right side at the top, there is a ‘Display’ feature. Users can customize the fields and arrange the specific display of the page using this option.

    13. On the right side at the top, there is a ‘Filter’ feature. Users can filter information from Associate’s ‘Cases’ using this option.

    14. On the right side at the top, there is an ‘Export’ feature. Users can export specific data from the Associate’s ‘Cases’ using this option. The exported data will be based on the selected date range.

    15. On the right side at the top, there is a ‘Print’ feature. Clicking on ‘Print’ allows users to print the current page. The print feature will print the data according to the selected display settings.

    16. At the bottom of the page, there is a feature to adjust the number of ‘Cases’ displayed per page from the ‘Display’ dropdown menu.

    17. The ‘Display’ dropdown menu offers six options to set the number of entries for the Display List:

    • 10
    • 20
    • 25
    • 50
    • 75
    • 100

    18. After selecting an option from the ‘Display’ dropdown, the system will arrange and display the entries on one page according to the user’s selection.

    19. Additionally, the pagination of the cases list will be adjusted by the system according to the selected option.
    For example,

    • If the user selects 10 entries per page, the system will display 10 entries per page, and the data will be distributed accordingly.
    • If the user selects 25 entries per page, the system will display 25 entries per page, and the data will be distributed accordingly.

    20. The pagination will function according to the number of entries set, providing options for users to select a specific page or navigate directly to the first, next, previous, or last page.
    21. By clicking on the double arrow ‘>>’ on the right side, users can directly navigate to the last page.

    22. By clicking on the single right arrow ‘>’, users can navigate to the next page.

    23. By clicking on the double arrow ‘<<‘ on the left side, users can directly navigate to the last page.

    24. By clicking on the single left arrow ‘<‘, users can navigate to the previous page.

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    Associates Documents

    Posted on by wikiagent

    The Documents feature allows users to add documents related to associates and save them in their profile.

    The following are the steps for adding and accessing Documents:

    1. Navigate to the ‘ASSOCIATES’ tab where you will find the list of All Associates.

    2. Click on an Associate to proceed.

    3. The ‘Dashboard’ will open. Click on the ‘DOCUMENTS’ option.

    4. The Associate Documents page will open:
    a. Users can upload up to 5 documents at once.
    b. The maximum file/document size for upload is 40 MB.
    c. Accepted formats for uploaded documents include JPG, JPEG, PNG, DOC, DOCX, PDF, TIF, and TIFF.

    5. Click on the ‘Select File’ button to upload files.

    6. A pop-up window will open. Select the documents and click the ‘Open’ button.

    7. The selected documents will be ready for upload.

    8. Add a ‘Description’ to each document file.

    9. Click on ‘Upload’.

    10. The selected documents will be uploaded, and a confirmation message will display.

    11. The documents have been added successfully and will now be displayed in the listing.

    12. There are two options for managing the documents.
    a. Download
    b. Delete
    13. If users want to download a document, they can use the ‘Download’ option. Click on the ‘Download’ icon next to the document that needs to be downloaded.

    14. The document will be downloaded to your device.

    15. To delete a document, click on the ‘Delete’ icon of the document that needs to be removed.

    16. The system will ask for confirmation to delete the document. Click on the ‘Delete’ button to proceed.

    17. The system will generate a confirmation message for the deletion of the document.

    18. The document has been removed and will no longer be available in the list.

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    Associates Note

    Posted on by wikiagent

    Notes – The Note feature allows users to add and view notes in an associate’s profile

    The following are the steps to use the Note feature:
    1. Navigate to the ‘ASSOCIATES’ tab where you will find the ‘All Associates List’.

    2. Click on an associate to proceed.

    3. The ‘Dashboard’ will open. Click on the ‘NOTES’ option.

    4. The Notes page will open.
    a. Existing notes will be displayed under the Notes tab.
    b. Click on the ‘Add Note’ icon to add a note.

    5. A pop-up window to Add Note will open.

    6. Enter the subject and description, then click the ‘Save’ button.

    7. A confirmation message that the note has been saved successfully will be generated. The note will then be displayed in the list.

    8. To view the note, click on the ‘View’ icon.

    9. The note will be displayed. Review the note and click on ‘Close’ to exit.

    10. Click on the ‘Append’ icon to add additional information to an existing note.

    11. The Append page will open, allowing users to add content to the existing note. Add the additional information  to the note and click on ‘Append Note’.

    12. The note has been successfully updated, and the system will display a confirmation message.

    13. Users can view the appended note by clicking on ‘View’ to display the note. To close the note, click on ‘Close’.

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    Associates Information

    Posted on by wikiagent

    Information –The Information feature is used to add and update information related to associates in the system.

    The following are the steps to add and update information for an associate using the Information feature:

    1. Navigate to the ‘ASSOCIATES’ tab, where you’ll find the ‘All Associates List’.

    2. Click on an associate to proceed.

    3. After clicking on the associate, the Dashboard will open.
    4. Click on the ‘Information’ icon.

    5. The ‘Information’ page will open, displaying the following:

    • Associate Summary
    • Personal Information tab
    • Business Information tab
    • Account Information tab
    • Signature tab

    6. The Associate Summary will display on the left side of the Information page.

    • The fields displayed under the Associate Summary can be configured from the Setup > Quick Profile > Associate > Associate Summary

    7. The Associate Summary is pinned by default and cannot collapse while pinned. Click on the pin.

    8. Clicking on the Pin icon will unpin the Associate Summary and an arrow will appear.  Click on the arrow.

    9. Clicking on the arrow button will collapse the Associate Summary. Click on the arrow.

    10. Clicking on the arrow button again will expand and display the Associate Summary again.

    11. The ‘Personal Information’ page displays personal details, allowing users to add and update their information as needed.

    12. There are two options available on the ‘Personal Information’ page:
    a. Save
    b. Cancel

    13. After adding or updating the personal information, click on the ‘Save’ button.

    14. A confirmation message will appear indicating that the Associate Information has been updated successfully, and the updated information will be displayed.

    15. Click on the ‘Business Information’ tab. The system will display business-related information on this page, where users can add and update their business details.

    16. There are two options available on the ‘Business Information’ page:
    a. Save
    b. Cancel

    17. After adding or updating the business-related information, click on the ‘Save’ button.

    18. A confirmation message will appear indicating that the Associate’s business Information has been updated successfully, and the updated information will be displayed.

    19. Click on the ‘Account Information’ tab. The system will display account-related information on this page. From here, users can add and update account-related information.

    20. There will be two options available on the ‘Account Information’ page:
    a. Save
    b. Cancel

    21. After adding or updating the account-related information, click on the ‘Save’ button.

    22. A message will appear confirming that the Associate’s Account Information has been updated successfully, and the updated information will be displayed.

    23. Click on the ‘Signature’ tab. The system will display signature-related information on this page. From here, users can add and update signature-related information.

    24. There will be two options available on the ‘Signature’ page:
    a. Save
    b. Cancel

    25. After adding or updating the signature-related information, click on the ‘Save’ button.

    26. A message will appear confirming that the Associate’s Signature Information has been updated successfully, and the updated information will be displayed.

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    Associate Dashboard

    Posted on by wikiagent

    Dashboard – The Dashboard serves as a summary page, showcasing all available functions, information, and features accessible to the user..

    The following are the steps to access the Associates Dashboard:

    1. Navigate to the ‘ASSOCIATES’ tab where you will find the ‘All Associates List’.

    2. Click on an associate to proceed.

    3. A new page will open, displaying the available features on the left side of the screen.

    4. To explore a feature, click on it. For example, to view a detailed profile, click the ‘INFORMATION’ feature.

    5. On the right side of the screen, you will find a shortcut to the ‘Notes’ section. Only the five most recent updates will be shown.

    6. By clicking the back arrow, the page will be redirected to the associates list.

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    Associate List > All Associates List

    Posted on by wikiagent

    Associates List – All Associates display all associates currently available in the system, excluding those in the Trash and Archive SFA Folder.

    The following are the steps to access the Associates List:
    1. Navigate to the ‘ASSOCIATES’ tab, where you’ll find the ‘All Associates List’.

    2. Click on the field title to view associates in ascending or descending order. Clicking the title displays a downward arrow beside it, arranging associates accordingly. For instance, clicking ‘Name’ sorts of names in descending order.

    3. When the user clicks on the title again, an upward arrow will appear beside it, arranging associates in ascending order. For example, clicking the upward arrow next to the ‘Email’ title displays the email IDs in ascending order.

    4. On the left-side panel, there is a search feature. Users can utilize the ‘Search’ option to find specific associates by selecting different criteria.

    5. On the left-side panel, there is an option to view recently accessed associates. Clicking on ‘Recent Associates’ allows users to see the five most recently accessed associates.

    6. On the left-side panel, there is a feature to add an associate. Clicking on the ‘Add Associate’ option will display a form with various fields, allowing users to input information and add an associate.

    7. On the right side at the top, there is a ‘Display’ feature. Users can customize the fields and arrange the display of the page using this option.

    8. On the right side at the top, there is an ‘Export’ feature. Users can export specific data from all associates using this option. The exported data will be based on the selected date range.

    9. On the right side at the top, there is a ‘Print’ feature. Clicking on ‘Print’ allows users to print the current page. The print feature will print the data according to the selected display settings.

    10. On the right side at the top, there is a ‘Filter’ feature. Users can refine the displayed data by filtering specific information from all associates using this option.

    11. On the right side at the top, there is a ‘Quick Search’ feature. Users can quickly search for data across all associates using this option.

    12. At the bottom of the page, there is a feature to adjust the number of associates displayed per page from the ‘Display’ dropdown menu.

    13. The ‘Display’ dropdown menu offers six options to set the number of entries for the display list:
    a. 10
    b. 20
    c. 25
    d. 50
    e. 75
    f. 100
    14. After selecting an option from the ‘Display’ dropdown, the system will arrange and display the entries on one page according to the user’s selection.
    15. Additionally, the pagination of the associates list will be adjusted by the system according to the selected option.
    For example:

    • If the user selects 10 entries per page, the system will display 10 entries per page, and the data will be distributed accordingly.
    • If the user selects 50 entries per page, the system will display 50 entries on each page, and the data will be distributed accordingly.

    16. The pagination will function according to the number of entries set, providing options for users to select a specific page or navigate directly to the first, next, previous, or last page.
    17. By clicking on the double arrow ‘»’ on the right side, users can directly navigate to the last page.

    18. By clicking on the single right arrow ‘>’, users can navigate to the next page.

    19. By clicking on the single left arrow ‘<‘, users can navigate to the previous page.

    20. By clicking on the double arrow ‘«’ on the left side, users can directly navigate to the first page.

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    Associate Export

    Posted on by wikiagent

    Export – The Export feature is used to export specific data based on the creation date.

    The following are the steps to export data:
    1. Navigate to the ‘ASSOCIATES’ tab and All Associates List will be displayed.

    2. Click on the ‘Export’ icon.

    3. Upon clicking Export, a pop-up window will open displaying the selection criteria for ‘Period’.
    There are four options available:

    • Last 10 days – This option is used to export records from the last 10 days.
    • Last 30 days – This option is used to export records from the past 30 days.
    • Current month – This option is used to export records for the Current Month.
    • Date Range – This option is used to export records for the selected date range within 90 days.

    4. For the first three options, simply select the radio button and click on the ‘Export’ button.
    5. Records will be exported, and the CSV file will be saved in a temporary location.
    6. For the Date Range option, specific dates need to be selected.

    7. Select the date and click on the ‘Export’ button.

    8. The records will be exported based on the selected option and a CSV file will be saved.

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    Associate Print

    Posted on by wikiagent

    The Print feature is used to print specific data from the current page after applying any filters or search criteria. For example, if we are on the second page and print the data, it will only print the data visible on that page, not all the data available in the listing.

    The following are the steps to print data:

    1. Navigate to the ‘ASSOCIATES’ tab and All Associates List.

    2. Click on the Print icon.

    3. After clicking on Print, a popup will open displaying the current page data and various print options.

    • Select the print option from the ‘Destination’ dropdown and click the ‘Print’ button.
    • Select the ‘Save as PDF’ option from the ‘Destination’ dropdown and click the ‘Save’ button to save the file to the required location.
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    Associate Quick Search

    Posted on by wikiagent

    The Quick Search feature is used to search data using specific characters simultaneously.

    The following are the steps to use the Quick Search feature:
    1. Navigate to the ‘ASSOCIATES’ tab and All Associates List will be displayed.

    2. Click on the ‘Quick Search’.

    3. ‘Quick search’ will expand to a text box.

    4. Enter at least 3 characters into the search box and click the search icon.
    5. Quick Search will search for cases based on the criteria set up under Setup > System Setup > Quick Search > Associate Quick Search.
    For example:

    • When searching with ‘adm,’ results will appear in the ‘Name’ and ‘Department’ fields.
      • When searching with ‘123,’ the results will be available in the ‘Mobile’ field.

      6. The user can customize the field preferences in the ‘System Setup’ under the ‘SETUP’ tab for ‘Quick Search’ as needed.

      7. The ‘Associate Quick Search’ option will operate based on the selected field preferences from the ‘System Setup’ under the ‘SETUP’ tab.

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      Add Associate

      Posted on by wikiagent

      This feature is used to create a new Associate in the system.

      The following are the steps to use the Add Associate feature:
      1. Navigate to the ‘ASSOCIATES’ tab.

      2. Click on ‘Add Associate’ in the left-side panel.

      3. A new pop-up form will open, offering the following three options: ‘Personal Information’, ‘Business nformation’, and ‘Account Information’.
      4. The default ‘Personal Information’ form will open.
      5. Users need to add their required information in these forms one by one.

      6. In the Personal Information section, fields marked with an asterisk (*) are mandatory.

      7. The ‘Salutation’ field has a dropdown menu to select an option from.

      8. Choose the ‘Date of Birth’ from the calendar option provided.

      9. Clicking on the up and down arrows will display years and months for selecting the ‘Date of Birth’.

      10. Enter the ‘Zip code’. The system allows entering 5 digits only in this field.

      11. After entering the Zip Code, the system will automatically retrieve the corresponding values for ‘City’ and ‘State’.

      12. Once all the details are filled in, click on the ‘Save & Next’ button.

      13. The system will generate a confirmation message indicating the Associate was created successfully, and the newly created Associate will appear at the top of the ‘All Associate List’.

      14. After completing the Personal Information form, the ‘Business Information’ form will open.
      15. Users must fill in the mandatory fields marked with an asterisk (*).

      16. The ‘Department’ field provides a dropdown menu for selecting a value.

      17. Enter the ‘Zip code’, and the system will automatically fetch the corresponding values for ‘City’ and ‘State’.

      18. Once all the details are filled in, click on the ‘Save & Next’ button.

      19. The system will generate a confirmation message for “Associate Information updated successfully,” and the information will be shown in the Associate Information section. Following this, the ‘Account Information’ form will open next.

      20. Users must enter the mandatory fields marked with an asterisk (*).

      21. The Username must be in the format of an email address.

      22. The ‘Status’ field provides a dropdown menu for selecting the status of the Associate.

      23. The ‘Stage’ field offers a dropdown menu to select the stage of the Associate.

      24. Select the ‘Package’ of the Associate from the dropdown options.

      25. Once all the details are filled in, click on the ‘Save’ button.

      26. The system will generate a confirmation message for Associate Information updated successfully, and the Associate will be shown at the top of the ‘All Associate list’.

      27. Click on the newly created Associate.

      28. The associate ‘Dashboard’ will open as below.

      29. Click on the ‘INFORMATION’ tab.

      30. The system will display the Personal Information in the ‘Personal’ tab which the user added at the time of creating the associate.

      31. Click on the ‘Business Information’ tab, and the system will display the Business Information details in the Business Information tab.

      32. Click on the ‘Account Information’ tab, and the system will display Account Information details in the Account Information tab.

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      Recent Associates

      Posted on by wikiagent

      The Recent Associates icon in the left menu displays the five most recently viewed associates for easy access.

      The following are the steps to view the Recent Associates:
      1. Navigate to the ‘ASSOCIATES’ tab where you will find the ‘All Associates List’ displayed.

      2. Click on the ‘Recent Associates’ icon in the left-side panel. The five most recently viewed associates by the user will be listed here.

      3. Click on any associate from the All Associates List (other than those listed in the Recent Associates list).

      4. The selected associate’s information will open.

      5. Now, click on the ‘ASSOCIATES’ tab to return to the full list of associates.

      6. Click on the ‘Recent Associates’ again. The ‘Recent Associates’ list has been updated.

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      Associate Left Search

      Posted on by wikiagent

      Left Search – The Search Feature allows users to find specific associates by applying chosen criteria, utilizing the available fields within the system.

      The following are the steps to search for data:
      1. Navigate to the ‘ASSOCIATES’ tab, where you’ll find the ‘All Associates List’.

      2. Click on the ‘Search’ option from the left panel.

      3. Upon clicking on Search, a popup will open with the following options:
      a. Search Criteria
      b. Select Field Name
      c. Search Value

      4. Click on the Search Criteria, and the following options will be displayed:
      a. Starts with
      b. Ends with
      c. Equals
      d. Like
      e. Not equal

      5. Select a search option. For example, we have chosen the ‘Equals’ option.

      6. Click on ‘Select Field Name’, and fields related to the associates will be displayed.

      7. Type the name of the field in the search box, and matching fields will be displayed. For example, we have entered the word ‘State’.
      8. It will display the list of available fields containing the entered word.

      9. Select the field to search.

      10. Go to the ‘Search Value’ field.

      11. Enter the desired value in the ‘Search Value’ field. For example, enter ‘Alabama’ as the search value and click ‘Go’.

      12. The search results will be displayed. Here, the search result is displaying the list of associates available with the ‘Alabama’ state.

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      Reports > Enhance Report

      Posted on by wikiagent

      The Enhance Report allows users to create and manage reports within the system, enabling easy review and updates at any time.

      The following are the steps to manage the Enhance Report:
      1. Navigate to the ‘TOOLS’ tab and select Reports from the left-side panel.

      2. A pop-up window will open. Click on Enhance Report.

      3. The Enhance Report page will load, displaying a list of existing reports, including columns for Report Name, Description, Report Type, Updated Date, Created By, and Action.

      4. To create a new Enhance Report, click the ‘Add Report’ icon.

      5. A new pop-up window will appear with fields for the Add Report page, including Name, Availability, and Description. The Save & Next and Cancel buttons are located at the bottom. The remaining page will be greyed out.
      6. Fields marked with an asterisk (*) are mandatory, such as Name.
      7. The Description field allows for up to 500 characters.

      8. Fill in the required fields and click ‘Save & Next’ to save the report and proceed to the next step.

      9. A confirmation message will appear indicating the report has been added. The newly created report will be displayed in the list.

      10. The system will then redirect you to the Display Fields page.

      11. From the Available Columns on the left, select the fields you want to include in the report. The selected fields will appear in the Selected Columns List on the right. Click Save & Next to continue or click Back to make changes.
      12. A minimum of 1 field and a maximum of 25 fields can be added.

      13. The next page, Set Criteria, will open.

      14. Add the criteria for the report and click Save & Next to proceed, or click Back to modify any previous selections.

      15. The Group By page will open next.

      16. Select a field by which you want to group the data. Click Save & Next to continue or Back to update any previous steps.

      17. The Order By page will open.

      18. Choose a field to sort the data by. Click Save & Next to move on or Back to make changes.

      19. A confirmation message will appear confirming the report has been successfully created, and it will be available in the report list.

      20. Each report in the list will have three option:
      a. View
      b. Edit
      c. Delete

      21. To view the report, click on the View icon.

      22. When viewing the report, note the following:
      a. Only the first 500 records will be displayed on the screen, but when you export the report, all records will be included in the CSV file.
      b. The Group By field(s) will appear as a new column at the end of the exported file.

      23. While viewing the report, you have the following options:
      a. Export
      b. Print
      c. Close

      24. Click Export to download the data in CSV format. A message will confirm the report has been successfully exported, and the CSV file will be saved to a temporary location.

      25. Click Print to print the report.

      26. A pop-up window will open showing the current page data with various print options. Select Save as PDF from the Destination field and click Save to save the file to a location of your choice.

      27. To close the report, click the Close icon in the top-right corner.

      28. To edit the report, click the Edit icon.

      29. The report will open in edit mode.

      30. The user can make changes to any part of the report. For example, to add a Mobile field, go to the Display Fields page, select the Mobile field, and save the report.

      31. Changes are saved, and a confirmation message will appear.

      32. To view the changes, open the report by clicking the View icon.

      33. If the report is no longer needed, click the Delete icon to remove it.

      34. A confirmation pop-up will appear. Click Delete to confirm.

      35. A confirmation message will appear, indicating the report has been deleted and is no longer available in the list.

      36. The user can adjust how many reports appear per page using the Display dropdown at the bottom, and the pagination will update accordingly, allowing you to navigate easily between pages.

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      Manage Subscriptions > WhatsApp

      Posted on by wikiagent

      The ‘Manage Subscription for WhatsApp’ option allows users to control their WhatsApp message preferences, including subscribing or unsubscribing from notifications. This functionality is primarily used to manage phone numbers on the unsubscribe list, ensuring that users no longer receive unwanted WhatsApp messages.

      The following are the steps to manage WhatsApp Subscriptions:

      1. Navigate to the ‘TOOLS’ tab. Click on Manage Subscriptions from the left side panel.

      2. The user will be directed to the ‘Manage Subscription’ page, which includes three tabs: Email, SMS, and WhatsApp.

      3. Click on the ‘WhatsApp’ tab.

      4. The WhatsApp – Manage Subscription page will open, displaying a list of existing WhatsApp Subscriptions, including the From Number, To Number, Status, Type, Status Date, Created By, and Action fields.
      5. There are four options for each subscription:
      a. View
      b. Edit
      c. History
      d. Delete

      6. Click on the ‘Add WhatsApp unsubscribe’ icon in the top-right corner to add a new phone number to the WhatsApp unsubscribe list.

      7. A pop-up window will open with fields for From, To, To Number, Unsubscribe and Description and Save and Cancel buttons at the bottom.
      8. Fields marked with an asterisk (*) are mandatory.
      9. The user can enter up to 500 characters in the Description field.

      10. Fill in the fields and click on the ‘Save’ button to add the phone number to the WhatsApp subscriptions list.

      11. A confirmation message will appear and the user will see the phone number and its details in the list.

      12. To find specific subscription details, use the ‘Search’ functionality. Click on the second-to-last icon in the top-right corner.

      13. By clicking on the search icon, it will expand. Enter the keyword and click on the search icon again. For example, search for ‘9858645859,’ which is a phone number.

      • The User can use From Number, To Number, Status, and Type as keywords.
      • A minimum of 3 characters are needed to search.

      14. The search result will display. To restore the page to its original view, click the ‘Cancel’ button.

      15. The page will return to its default state.

      16. Click on the ‘View’ icon, the first option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the details of unsubscribed phone number in the WhatsApp subscription list.

      17. A pop-up window will open where all the fields are read-only, and the user can view them without making any changes. After viewing the details, click the ‘Cancel’ button to close the pop-up.

      18. Click on the ‘Edit’ icon, the second option in the Action column on the right side of the Subscription List, highlighted by a red box, to modify the details of the unsubscribed WhatsApp phone number.

      19. A pop-up window will open, allowing the user to update the status or Description of the unsubscribed WhatsApp.

      20. Update the details to modify the subscription. For example, we updated the status from ‘Unsubscribe’ to ‘Subscribe’. After making the changes, click on the ‘Save’ button.

      21. A confirmation message will appear indicating that the subscription has been updated, and the phone no. has been removed from the unsubscribed list.

      22. Click on the ‘History’ icon, the third option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the history of the subscription.

      23. A new page will open displaying the history of the Unsubscribe List.  Click the drop-down on the right side of the Unsubscribe List, highlighted by a red box, to view the detailed history.

      24. The detailed history will be displayed. Click the back button on the right side at the top, highlighted by a red box, to return to the Manage Subscription page.

      25. Click the ‘Delete’ icon, the last option in the Action column on the right side of the Subscription List, highlighted by a red box, to remove the subscription from the list if it is no longer needed.

      26. Click the ‘Delete’ option in the confirmation message to proceed with removing the subscription from the list.

      27. A confirmation message will appear, indicating that the subscription has been deleted and is no longer available on the list.

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      Manage Subscriptions > SMS

      Posted on by wikiagent

      The ‘Manage Subscription for SMS’ option allows users to control their SMS preferences, including subscribing or unsubscribing from SMS notifications. This functionality is primarily used to manage phone numbers on the unsubscribe list, ensuring that users no longer receive unwanted SMS messages.

      The following are the steps to manage the SMS Subscriptions:
      1. Navigate to the ‘TOOLS’ tab. Click on ‘Manage Subscriptions’ from the left side panel.

      2. The user will be directed to the ‘Tools – Manage Subscription’ page, which includes three tabs: Email, SMS, and WhatsApp.

      3. Click on the ‘SMS’ tab.

      4. The ‘SMS – Manage Subscription’ page will open, displaying a list of existing SMS Subscriptions. The list includes the following fields: From Number, To Number, Status, Type, Status Date, Created By, and Action.
      5. There are four options for each subscription:
      a. View
      b. Edit
      c. History
      d. Delete

      6. Click on the ‘Add SMS Unsubscribe’ icon in the top-right corner to add a new phone number to the SMS unsubscribe list.

      7. A pop-up window will open with fields for From, To, To Number, Unsubscribe and Description and Save and Cancel buttons at the bottom.
      8. Fields marked with an asterisk (*) are mandatory.
      9. The user can enter up to 500 characters in the Description field.

      10. Fill in the fields and click on the ‘Save’ button to add the phone number to the SMS unsubscribe list.

      11. A confirmation message will appear once the phone number is successfully added to the SMS unsubscribe list, and the user will see the phone number and its details in the list.

      12. To find specific subscription details, use the ‘Search’ functionality. Click on the second-to-last icon in the top-right corner.

      13. Click the search icon to expand the search field. Enter the keyword and click the search icon again. For example, search for ‘9858645859,’ which is a phone number.
      • The User can use From Number, To Number, Status and Type as keywords.
      • A minimum of 3 characters are needed to search.

      14. The search results will be displayed. To restore the page to its original view, click the ‘Cancel’ button.

      15. The page will return to its default state.

      16. Click on the ‘View’ icon, the first option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the details of the unsubscribed phone number in the SMS subscription list.

      17. A pop-up window will open where the fields are read-only, and the user can not make any changes. After viewing the details, click the ‘Cancel’ button to close the pop-up.

      18. Click on the ‘Edit’ icon, the second option in the Action column on the right side of the Subscription List, highlighted by a red box, to modify the details of the unsubscribed phone number.

      19. A pop-up window will open.

      20. Update user is able to update the status or Description of the unsubscribed SMS. For example, we updated the status from ‘Unsubscribe’ to ‘Subscribe’. After making the changes, click the ‘Save’ button.

      21. A confirmation message will appear and the phone number has been removed from the unsubscribed list.

      22. Click on the ‘History’ icon, the third option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the subscription history.

      23. A new page will open displaying the history of the Unsubscribe List. Click the drop-down on the right side of the Unsubscribe List, highlighted by a red box, to view detailed history.

      24. The detailed history will display fields such as No., Field Name, Old Value, and New Value. Click the back button on the right side at the top, highlighted by a red box, to return to the Manage Subscription page.

      25. Click the ‘Delete’ icon, the last option in the Action column on the right side of the Subscription List, highlighted by a red box, to remove the subscription from the list if it is no longer needed.

      26. Click the ‘Delete’ option in the confirmation message to proceed with removing the subscription from the list.

      27. A confirmation message will appear, and the subscription is no longer available on the list.

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      Manage Subscriptions > Email

      Posted on by wikiagent

      The ‘Manage Subscription for Email’ option allows users to control their email preferences, including subscribing to or unsubscribing from email notifications. This functionality is primarily used to manage email addresses on the unsubscribe list, ensuring that users no longer receive unwanted emails from the selected categories.

      The following are the steps to manage the Email Subscriptions:
      1. Navigate to the ‘TOOLS’ tab. Click on ‘Manage Subscriptions’ from the left side panel.

      2. The user will be directed to the ‘Manage Subscriptions’ page, which includes three tabs: Email, SMS, and WhatsApp.

      3. By default, the Manage Subscriptions page will open with the Email tab selected, displaying a list of existing Email Subscriptions, along with columns: Email, Email Category, Status, Type, Status Date, Created By, and Action.
      4. There are four options in ‘Action’ for each subscription:
      a. View
      b. Edit
      c. History
      d. Delete

      5. Click on the ‘Add Email Unsubscribe’ icon in the top-right corner to add a new email address to the subscription list.

      6. A pop-up window will open with fields for Email, Unsubscribe, Description, Email Category, and options Save and Cancel at the bottom.
      7. Fields marked with an asterisk (*) are mandatory.
      8. The user can enter up to 500 characters in the Description field.

      9. Fill in the fields and click the ‘Save’ button to add the required email to the unsubscribe list.

      10. A confirmation message will appear and the newly added email address and its details will appear in the list.

      11. The user can find the subscription using the search functionality. Click on the second-to-last icon in the top-right corner.

      12. Click the search icon to expand the search field. Enter the keyword and click the search icon again. For example, we are searching for the word ‘poonam’, which is in the email address.
      • The user can use Email Address, Email Category, Status, and Type as keywords.
      • A minimum of 3 characters is required to perform a search.

      13. The search results will be displayed. Click the ‘Cancel’ button to restore the page to its original view.

      14. The page will return to its default state.

      15. Click on the ‘View’ icon, in the first option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the details of the unsubscribed email addresses.

      16. A pop-up window will appear where all the fields are read-only, and the user can view them without making any changes. After viewing the details, click the ‘Cancel’ button to close the pop-up.

      17. Click on the ‘Edit’ icon, the second option in the Action column on the right side of the Subscription List, highlighted by a red box, to modify the unsubscribed details.

      18. A pop-up window will open, allowing the user to update the status or Description of the unsubscribed email.

      19. Update the details as needed. For example, we updated the status from ‘Unsubscribe’ to ‘Subscribe’. After making the changes, click the ‘Save’ button.

      20. A confirmation message will appear and the email has been removed from the unsubscribed list.

      21. Click on the ‘History’ icon, the third option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the history of the subscription.

      22. A new page will open with the history of the Unsubscribe List, showing the Updated By, Updated Date, IP Address, and Updated Count. Click the drop-down on the right side of the Unsubscribe List, highlighted by a red box, to view the detailed history.

      23. The detailed history will display fields such as No., Field Name, Old Value, and New Value. Click the back button on the right side at the top, highlighted by a red box, to return to the Manage Subscription page.

      24. Click the ‘Delete’ icon, the last option in the Action column on the right side of the Subscription List, highlighted by a red box, to remove the subscription from the list if it is no longer needed.

      25. Click the ‘Delete’ option in the confirmation message to proceed with removing the subscription from the list.

      26. A confirmation message will appear and the subscription is no longer available on the list.

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      System Setup > Status Flag

      Posted on by wikiagent

      Status Flag – A Status Flag is an indicator used to denote the progress of a record, process, or task within the CRM. The “Status Flag” helps users quickly identify where a given lead stands in its workflow.

      The following are the steps to add/edit/delete Status Flags in the system:
      1. Navigate to the ‘SETUP’ tab and click on ‘System Setup’ in the left-side panel.

      2. Click on the ‘Status Flag’ option in the System Setup menu.

      3. Users can search for a specific Status Flag by typing in the search area.

      4. The page ‘Setup – Life – System Setup – Status Flag’ will open, displaying existing Status Flags along with details including Status Flag Name, Description, Created By, Create Date and Action under the ‘Status Flag’ tab.

      5. Click the ‘Add Status Flag’ icon to add a new Status Flag.

      6. A pop-up window titled ‘Life – Add Status Flag’ will open, containing fields for ‘Initial Status Flag,’ ‘Add Status Flag After,’ ‘Status Flag Name,’ and ‘Description’.

      Fields with an asterisk* are mandatory. In this case, Status Flag Name and Description are mandatory fields.

      • Initial Status Flag Checkbox – By checking this checkbox, the status flag will remain at the top of the listing.
      • Add Status Flag After: The user can select the Status Flag from the drop-down menu, after which the Status Flag will be placed in the desired sequence.
      • Name: Enter the desired Status Flag name. (Limit is a maximum of 100 characters)
      • Description: A description for the Status Flag needs to be added in accordance with the Status Flag name. (Limit is a maximum of 100 characters)

      7. Fill in the details and click the ‘Save’ button to continue.

      8. A confirmation message will appear on the page, and the newly added Status Flag will be available in the list.
      9. There are three options available for each Status Flag under the Action heading: View, Edit, and Delete.

      • View: By clicking on the view icon, the user can view the details of the selected Status Flag.
      • Edit: With this option, the user can update the details of the selected Status Flag.
      • Delete: By clicking on Delete, the user can remove the selected Status Flag.

      10. By clicking on the view icon, a pop-up window “Life – View Status Flag” will open, displaying the details of the selected Status Flag.

      11. The newly added Status Flag will be displayed in Status Flag drop down in the following two places:

      • Cases tab > Case Profile > Quick Profile > Life tab
      • Cases tab > Case Profile > Quick Profile > Action tab

      12. Users can update the values for a created Status Flag by clicking on the edit icon for the Status Flag.

      13. A pop-up window ‘Life – Edit Status Flag’ will open with the field values. Update the values for the Status Flag.
      For example, we are updating the sequence of the Status Flag: remove the value from the “Add Status Flag After” drop-down and select the checkbox for “Initial Status Flag” and click on Save.

      14. The sequence of the Status Flag will be updated and displayed at the top of the listing.

      15. Updated sequences will also be changed in Status Flag drop down in the following two places:

      • Cases tab > Case Profile > Quick Profile > Life tab
      • Cases tab > Case Profile > Quick Profile > Action tab

      16. To remove the existing Status Flag, click on the Delete icon. (The delete button will not be enabled if a status flag has already been assigned to any case.)

      17. After clicking on Delete, the system will ask to confirm before deleting.
      18. Click on Delete to remove this Status Flag.

      19. The system will confirm, “Status Flag deleted successfully” and the Status Flag will be removed from the list.

      20. The Status Flag will no longer be displayed in the Status Flag drop down in the following two places:

      • Cases tab > Case Profile > Quick Profile > Life tab
      • Cases tab > Case Profile > Quick Profile > Action tab
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      Merge Profile

      Posted on by wikiagent

      Merge Profile – Merging profiles combines multiple records related to a case, which may exist in the same or different products, into a single consolidated profile.
      The following are the steps to merge one or more than one profiles:
      1. Navigate to the ‘CASES’ tab where you’ll find the Cases List – All Cases.
      2. Click on a case to proceed.

      3. The member’s ‘Dashboard’ will open. Click on ‘MERGE PROFILE’.

      4. The Merge Profile page will open, displaying two lists. If a profile has been merged with an open case, it will appear in either the ‘To’ or ‘From’ list:
      a. Merge Profile To: This list shows the case that received the merged profile.
      b. Merge Profile From: This list shows the case from which the profile was merged.

      5. To proceed with merging the profile, click on the search option.

      6. The Search Profile page will open, presenting five search options. The user must enter at least one field value, and the user can add multiple field values with exact matches:
      a. First Name
      b. Last Name
      c. Email
      d. Home Phone
      e. Zip Code

      7. For example, we are searching using the email field. Enter the email field value with an exact match, then click the ‘Search’ button.

      8. The search results will be displayed on the page, showing all available cases that contain the searched email address.

      9. The user can merge a single or multiple cases into the open profile.
      10. Select the case to merge the profile by checking the checkbox, then click the ‘Merge’ option.
      a. The user can select multiple cases to merge into the profile of a different product.

      11. The system will display the selected case(s) and prompt for confirmation to ‘Merge’ the profile.
      12. Click on ‘Merge’ to proceed.

      13. The profile will be successfully merged, and the system will display a confirmation message. The merged profile will appear in the ‘From’ list.

      14. For the merged profile, the case that was opened for the merge will be displayed in the ‘To’ list.

      15. After the merger, the system will update the profile name and basic information of the selected profile.

      • Example: Here we are merging profiles by selecting multiple cases.

      16. Open the Merge Profile page for the case, enter the email field value with an exact match, and then click the ‘Search’ button’.

      17. The search results will display showing all available cases containing the searched email address.

      18. Select the cases to merge the profile by checking the checkbox, then click the ‘Merge’ option.

      19. The system will display the selected case(s) and prompt for confirmation to ‘Merge’ the profile. Click on ‘Merge’ to proceed.

      20. The profile will be successfully merged, and the system will generate a confirmation message. The merged profiles will be displayed in the ‘From’ list for all products and profiles selected for the merge.

      21. For the merged profiles, the case that was opened for the merge will be displayed in the ‘To’ list for all products and profiles selected for merging.

      22. After the merge, the system will update the profile name and basic information of the selected profile for all products and profiles involved in the merge.

      Life Product:

      ID Theft Product:

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      Associate Products

      Posted on by wikiagent

      Products – The system facilitates the process of assigning different types of products to an associate account.

      The following are the steps for assigning Products:
      1. Navigate to the ‘ASSOCIATES’ tab where you’ll find the list of All Associates.

      2. Click on an Associate to proceed.

      3. After clicking on the associate, the associate’s ‘Dashboard’ will open. Click on the ‘PRODUCTS’ option.

      4. The Products page will open, displaying the following products available for assignment to the associate:
      a. Life
      b. ID Theft
      c. Disability

      5. All products will be assigned to the associate by default.
      6. Deselect the products using the checkboxes to update the associate’s access to those products.

      7. Clicking the ‘Save’ button will initiate the process of updating access for those products.

      8. The system will display a confirmation message stating ‘Associate Product updated successfully’.

      9. The associate can conduct business and access the related activities for the assigned products.

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      Template Creator > WhatsApp

      Posted on by wikiagent

      WhatsApp – The WhatsApp template creator streamlines and accelerates the process of sending WhatsApp messages using pre-designed templates. These templates can be easily accessed to send WhatsApp messages through the system.


      The following are the steps for managing WhatsApp message template:

      1. Navigate to the ‘TOOLS’ tab.

      2. The Tools tab will open, displaying the ‘Tools – Life – Template Creator’ with four tabs: Email, Letter, SMS, and WhatsApp.

      3. Click on the ‘WhatsApp’ tab, which will display a list of existing WhatsApp templates along with details such as Template Name, Category, Template ID, Language, Template Type, Approval Status, Usage, Created By, Create Date and Action.

      4. Click on the ‘Create WhatsApp Template’ icon to begin creating a new WhatsApp template.

      5. A pop-up window will appear with fields for Template Name, Language, WhatsApp Category, Template Type, Template Category, Usage (defaulted to ‘Public’), Template Header, Template Body and Template Footer. At the bottom, there will be options to Save, Save And Submit for Approval, and Cancel.
      6. Fields marked with an asterisk (*) are mandatory.
      7. The length of the Template Body is 1600 characters.

      8. Fill in the fields.
      9. On the right-hand side, there is a list of fields that will fetch details for the selected user.
      10. Users can click on fields or search from the list to use in the template.
      11. Double-clicking on the selected field will add them to the content area.
      For example, users can include fields such as Date, Salutation, and FirstNameLastName.

      12. Click the ‘Save’ button to save the template.

      13. A confirmation message will appear once the template is created, and the user will find the newly created template and its details in the list.

      14. Click on the ‘View’ icon to view the existing Template.

      15. A pop-up window will open, where the user can view the details of the template in read-only.

      16. Click on the ‘Edit’ option to modify the template.

      17. A pop-up window will appear, allowing the user to update details of the template.

      18. After making the changes, click the ‘Save’ button.

      19. A confirmation message will appear indicating that the template has been updated.

      20. Select the ‘Delete’ option to remove the template from the list if it is no longer needed.

      21. Click the ‘Delete’ option in the confirmation message to proceed with removing the template from the list

      22. A confirmation message will appear, indicating that the template has been deleted and is no longer available.

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      System Setup > SFA Folder

      Posted on by wikiagent

      SFA Folder – SFA refers to the streamline sales processes and is used to allow sales teams to manage and track customer interactions more efficiently.

      The following are the steps to add/edit/delete SFA Folders:

      1. Navigate to the ‘SETUP’ tab and click on ‘System Setup’ in the left-side panel.

      2. Click on the ‘SFA Folder’ option in the System Setup menu.

      3. Users can search for the SFA Folder option by typing in the search area.

      4. A new page ‘Setup – Life – System Setup – SFA Folder’ will open, displaying the existing Folders along with details including SFA Folder, Description, Created By, Create Date and Action.

      5. Click the ‘Add SFA Folder’ icon to add a new SFA Folder.

      6. A pop-up window ‘Life – Add SFA Folder’ will open, containing fields for ‘Initial SFA Folder’, ‘Add Folder After’, ‘SFA Name’, ‘SFA Folder Color’, and ‘Description’.

      Fields with an asterisk are mandatory. On this page, SFA Name and Description are mandatory fields.

      • Initial SFA Folder Checkbox – By checking this checkbox, the SFA Folder will remain at the top of the listing.
      • Add Folder After: The user can select the SFA Folder from the drop-down menu, after which the SFA Folder will be placed in the desired sequence.
      • Name: Enter the desired SFA Name. (Limit is a maximum of 100 characters)
      • Select Folder Color: The user can select a different color for the SFA.
      • Description: A description for the SFA Folder needs to be added in accordance with the SFA name. (Limit is a maximum of 100 characters)

      7. Fill in the details and click the ‘Save’ button to continue.

      8. A confirmation message will appear and the newly created SFA Folder will be available on the list.

      9. There are three options available for each SFA Folder under the Action heading: View, Edit, and Delete.

      • View: By clicking on the view icon, the user can view the details of the selected SFA Folder.
      • Edit: With this option, the user can update the details of the selected SFA Folder.
      • Delete: By clicking on Delete, the user can remove the selected SFA Folder.

      10. By clicking on the view icon, a pop-up window “Life – View SFA Folder” will open, displaying the details of the selected SFA Folder.

      11. This newly added SFA folder will be available on the SFA folder list in the Cases tab.

      12. Users can update the details for SFA Folders by clicking on the edit icon for the SFA Folder.

      13. A pop-up window ‘ Life – Edit SFA Folder’ will open with the existing value. Update the values for the SFA Folder as needed.
      For example, in this case, we are updating the sequence of the folders: remove the value from the “Add Folder After” drop-down, select the check box for “Initial SFA Folder” and click on Save.

      14. The sequence of the SFA Folders will be updated and displayed at the top of the listing.

      15. The updated sequence will also be displayed on the Cases tab, with the SFA Folder appearing at the top of the listing.

      16. To remove the existing SFA Folder, click on the Delete icon. (The delete button will not be enabled if a SFA Folder has already been assigned to a case.)

      17. After Clicking on Delete, the system will prompt confirmation before deleting.
      18. Click on delete to remove this SFA Folder.

      19. The system will generate a message confirming “SFA deleted successfully,” and the Folder will be removed from the list.

      20. The SFA Folder will no longer be displayed in the SFA Folder list on the Cases tab.

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      Template Creator > SMS

      Posted on by wikiagent

      SMS – SMS templates is used to simplify and speed up the process of sending messages. These templates can be utilized for any SMS sent through the system.

      The following are the steps for creating SMS templates:

      1. Navigate to the ‘TOOLS’ tab.

      2. The Tools tab will open, displaying the ‘Tools – Life – Template Creator’ with four tabs: Email, Letter, SMS, and WhatsApp.

      3. Click on the ‘SMS’ tab. A list of existing SMS templates will display details including Template Name, Category, Usage, Created By, Create Date and Action.

      4. Click on the ‘Create SMS Template’ icon to begin creating a new SMS template.

      5. A pop-up window will open with fields for Template Name, Template Category, Usage (defaulted to ‘Public’), Description, and Content. At the bottom, there is an Associate Dropdown and Preview, Save, and Cancel options.
      Fields marked with an asterisk (*) are mandatory.

      6. Fill in the fields to create an SMS message template. Also, on the right-hand side, there is a list of fields that will fetch details for the message. Search for field names to use in the templates. Double-clicking on the field will add it to the content area. For example, users can include fields such as FirstNameLastName and Date.

      7. At the bottom, there is a dropdown. Click on the dropdown to open it.

      8. Select the associate from the list of associates from the dropdown and click the ‘Preview’ button to view a preview of the template.

      9. A pop-up window will appear, showing the template details in preview mode. Click the ‘Cancel’ button to close the window.

      10. Click the ‘Save’ button to save the template.

      11. A confirmation message will appear and the template is created.  The user will find the newly created template and its details in the list.

      12. Click on the ‘View’ icon to view the existing Template.

      13. A pop-up window will open, where the user can view the details of the template in read-only.

      14. Click on the ‘Edit’ option to modify the template.

      15. A pop-up window will open, allowing the user to update any details related to the template.

      16. Update the details to modify the template. For example, add the ‘Salutation’ field. After making changes, click the ‘Save’ button.

      17. A confirmation message will appear indicating that the template has been updated.

      18. Select the ‘Delete’ option to remove the template from the list if it is no longer needed.

      19. Click the ‘Delete’ option in the confirmation message to proceed with removing the template from the list.

      20. A confirmation message will appear, indicating that the template has been deleted and is no longer available in the list.

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      Custom Emails

      Posted on by wikiagent

      Custom Emails – refers to viewing personalized or uniquely designed emails, often featuring custom content, fonts, or typography, created for specific projects, branding, or communication purposes.
      The following are the steps to view Custom Emails in the system for a case:
      1. Navigate to the ‘CASES’ tab where you’ll find the Cases List – All Cases.
      2. Click on a case to proceed.

      3. After clicking on the case, the profile’s ‘Dashboard’ will open.

      4. Click on the ‘CREATE DOCUMENTS’ option.

      5. The Create Document page will open, with the ‘PDF Documents’ tab selected by default.

      6. Click on the ‘Custom Emails’ tab.

      7. The Custom Emails page will open, displaying the available custom emails. There are two options for each email:
      a. View
      b. Download

      8. Click on the ‘View’ icon to view the Custom Emails.

      9. A new pop-up will open, allowing the user to view the custom email. Click the ‘Cancel’ button to close the pop-up.

      10. By clicking on the ‘Download’ button the user can download the custom email.

      11. Click on the Download button.

      12. The doc file will be downloaded and saved to a temporary location.

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      System Setup > Pipeline

      Posted on by wikiagent

      Pipeline – The Pipeline represents the sales journey, showing where each lead currently stands in the sales process.  It reflects the progression of a sale from initial contact with a prospect to the final conversion into a customer.

      The following are the steps to add/edit/delete Pipeline:

      1. Navigate to the ‘SETUP’ tab and click on ‘System Setup’ in the left-side panel.

      2. Click on the ‘Pipeline’ option in the System Setup menu.

      3. Users can search for the Pipeline option by typing in the search area.

      4. The page ‘Setup – Life – System Setup – Pipeline’ will open, displaying the existing Pipelines along with details including Pipeline name, Description, Created By, Created Date and Action.

      5. Click the ‘Add Pipeline’ icon to add a new Pipeline.

      6. A pop-up window ‘Life – Add Pipeline’ will open.
      Fields with an *asterisk* are mandatory.

      • Initial Pipeline Checkbox – By checking this box, the pipeline will remain at the top of the listing.
      • Add Pipeline After: The user can select the pipeline from the drop-down menu, after which the new pipeline will be placed in the desired sequence.
      • *Name: Enter the desired Pipeline name.
      • *Description: Add a description of the pipeline.

      7. Fill in the details and click the ‘Save’ button to continue.

      8. A confirmation message will appear on the page, and the newly created Pipeline will be available on the list.
      9. There are three options available for each Pipeline under the Action heading: View, Edit, and Delete.

      • View: By clicking on the view icon, the user can view the details of the selected pipeline.
      • Edit: With this option, the user can update the details of the selected pipeline.
      • Delete: By clicking on Delete, the user can remove the selected pipeline.

      10. By clicking on the view icon, a pop-up window titled “Life – View Pipeline” will open, displaying the details of the selected Pipeline.

      11. The newly created pipeline will be available in the Pipeline list on the Cases tab.

      12. Users can update the values for a created Pipeline by clicking on the edit icon for the Pipeline.

      13. A pop-up window titled ‘Life – Edit Pipeline’ will open with the existing field values. Update the values for the pipeline.
      In this case, we are updating the sequence of the pipeline by removing the value from the “Add Pipeline After” drop-down and selecting the checkbox for “Initial Pipeline”. Click on Save.

      14. The sequence of the pipeline has been updated, and the Pipeline is displayed at the top of the listing.

      15. The updated sequence is also displayed on the Cases tab, with the pipeline appearing at the top of the listing.

      16. To remove the existing Pipeline, click on the Delete icon. (The delete button will not be available if a Pipeline has already been assigned to a case.)

      17. After clicking on Delete, the system will ask for confirmation before deleting.
      18. Click on Delete to remove this pipeline.

      19. The system will generate a confirmation message and the pipeline will be removed from the list.

      20. The pipeline will no longer be displayed in the pipeline list on the Cases tab.

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      Custom Letters

      Posted on by wikiagent

      Custom Letters – refers to viewing personalized or uniquely designed letters, fonts, or typography, often created for specific projects, branding, or communication purposes.

      The following are the steps to view Custom Letters in the system for a case:
      1. Navigate to the ‘CASES’ tab where you’ll find the Cases List – All Cases.
      2. Click on a case to proceed.

      3. After clicking on the case, the profile’s ‘Dashboard’ will open. Click on the ‘CREATE DOCUMENTS’ option.

      4. The Create Document page will open, with ‘PDF Documents’ selected by default. Click on the ‘Custom Letters’ icon.

      5. A Custom Letters page will open, displaying the available custom letters. There are two options for each custom letter:
      a. View
      b. Download

      6. Click on the View icon to view the Custom Letter.

      7. A new pop-up will open, allowing the user to view the custom letter. Click the ‘Cancel’ button to close the pop-up.

      8. By clicking on the ‘Download’ button the user can download the custom letter. Click on the Download button.

      9. The doc file will download, and doc file will be saved on temporary location.

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      Information

      Posted on by wikiagent

      Information – The Information feature is utilized for adding and updating information related to cases within the system.
      The following are the steps to add and update information for a case using the Information feature:

      1. Navigate to the ‘CASES’ tab, where you’ll find the Cases List – All Cases.

      2. Click on a case to proceed.

      3. After clicking on the contact, the profile’s ‘Dashboard’ will open.
      4. Click on the ‘INFORMATION’ option.

      5. The INFORMATION page will open, displaying personal information on the ‘Personal’ page. Users can add or update personal information from this page.

      6. There will be two options available on the ‘Personal’ page.

      • Save
      • Cancel

      7. After personal information is added or updated, click on the “Save” button.

      8. The system will generate a confirmation message that the Personal Information has been updated successfully, and the updated information will be displayed.

      9. Click on ‘Contact’, and the contact page will open. The system will display contact information on this page. From here, users can add and update contact information.

      10. There will be two options available on the Contact page.

      • Save
      • Cancel

      11. After contact information is added or updated, click on the “Save” button.

      12. The system will generate a confirmation message that the Contact Information has been updated successfully, and the updated information will be displayed.

      13. Click on the ‘Employment’ page, and ‘Employment’ page will open. The system will display employment-related information on this page. From here, users can add and update their employment-related information.

      14. There will be two options available on the Employment page.

      • Save
      • Cancel

      15. After employment-related information is added or updated, click on the “Save” button.

      16. The system will generate a confirmation message that the Employment Information has been updated successfully, and the updated information will be displayed.

      17. Click on the ‘Life Policy’ tab, and the ‘Life Policy’ page will open. The system will display life policy information of the case on this page. From here, users can add and update life policy information.

      18. There will be two options available on the Life Policy page.

      • Save
      • Cancel

      19. After Life Policy information is added or updated, click on the “Save” button.

      20. The system will generate a confirmation message that the Life Policy Information has been updated successfully, and the updated information will be displayed.

      21. Click on the ‘Paramed APS Notes’ tab, and the Paramed APS Notes page will open. The system will display APS notes of the case on this page. From here, users can add and update ‘Paramed APS Notes’.

      22. There are two options available on the Paramed APS Note tab.

      • Save
      • Cancel

      23. Add a note in the Special Attention section and click on the ‘Save’ button.

      24. A message will appear confirming that the Paramed APS Note has been added successfully, and the note will be displayed in the Paramed APS Notes List.

      25. Users can also delete existing notes. Select the checkbox next to the desired note in the ‘Paramed APS Notes List’ and click on the ‘Delete’ option.

      26. The system will ask for confirmation. Click on ‘Delete’ to proceed.

      27. The system will generate a confirmation message for the successful deletion of the Paramed APS Note, and the note will be removed from the ‘Paramed APS Notes List’.

      28. Click on the ‘Health Policy’ tab, and the page will open. The system will display health policy-related information of the case on this page. Users can add and update ‘Health Policy’ information from this page.

      29. There will be two options available on the Health Policy page.

      • Save
      • Cancel

      30. After adding or updating Health Policy information, click on the ‘Save’ button.

      31. The system will generate a confirmation message that the health policy information has been updated successfully, and the updated information will be displayed.

      32. Click on the ‘Paramed Notes’ tab, and the page will open. Users can add and update Paramed Notes on this page.

      33. There are two options available in the ‘Paramed Notes’ tab.

      • Save
      • Cancel

      34. Add a note in the Special Attention section and click on the ‘Save’ button.

      35. The system will generate a confirmation message that the Paramed Notes were created successfully, and the added ‘Paramed Notes’ will be displayed in the Paramed Notes list.

      36. Users can also delete existing ‘Paramed Notes’. Select the note from the Paramed Notes List, check the checkbox next to it, and click on the delete button.

      37. The system will ask for confirmation. Click on the ‘Delete’ option.

      38. The system will generate a confirmation message that the ‘Paramed Note’ has been deleted successfully, and the note will be removed from the ‘Paramed Notes List’.

      39. Click on the ‘RSA Information’ tab, and the page will open. The system will display RSA information for the cases on this page. Users can add and update ‘RSA information’ from this page.

      40. There are two options available on the ‘RSA Information’ tab.

      • Save
      • Cancel

      41. After adding or updating ‘RSA information’, click on the ‘Save’ button to save the information.

      42. The system will generate a confirmation message that the RSA Information has been updated successfully, and the updated information will be displayed.

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      Recent Cases

      Posted on by wikiagent

      The Recent Cases link is used to view the last 5 recent cases from the left side menu.
      Here are the steps to view Recent Cases:
      1. Navigate to the ‘CASES’ tab where you’ll find the Cases List – All Cases.

      2. Click on the ‘Recent Cases’ link from the left-side panel. Five recently opened cases will be displayed in this listing.

      3. Click on any case from Cases List – All Cases (other than those listed in Recent Cases).

      4. The Dashboard will be opened.

      5. Now, click on the ‘CASES’ tab to view all cases.

      6. Click on the Recent Cases option. The case you just opened will now be listed first.

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      Print Letter

      Posted on by wikiagent

      Create and print letters to customers, as well as save them to the customer’s profile.
      Here are the steps to print a letter:
      1. Navigate to the ‘CASES’ tab where you’ll find the Cases List – All Cases.
      2. Click on a case to proceed.

      3. After clicking on the case, the profile’s ‘Dashboard’ will open.
      4. Click on the ‘PRINT LETTER’ option.

      5. The Print Letter page will open.
      6. Click on ‘Create Letter for Print’.

      7. A new pop-up window will open.

      8. Add the Subject and Content for the letter.

      9. Users can also utilize ready-made templates by selecting the ‘Add Letter from Letters Templates’ option.

      10. A new pop-up window will open.

      11. Search and select the required template from the dropdown menu.

      12. Select the name of the signatory from the ‘Signature’ dropdown menu.

      13. Click on the ‘Select Template’ button.

      14. The Subject and Content fields will be filled in according to the selected template.

      15. Three options are available:
      a. Save
      b. Print & Save
      c. Cancel

      16. Click on the ‘Save’ button to save the created letter.

      17. The system will generate a confirmation message that the letter has been created successfully.

      18. There are three options for the letters created:
      a. View
      b. Print
      c. Edit

      19. Click on the ‘View’ icon.

      20. The letter will open, and the user can review it but cannot make any changes.

      21. Click on the ‘Edit’ button to make changes to the existing letter.

      22. The selected letter will open in a pop-up window. Apply the required changes to the existing letter and click on the ‘Save’ button. Changes are applied to the letter.

      23. The system will generate and display a confirmation message that the letter is updated successfully.

      24. Click on the ‘Print’ icon.

      25. The letter will be downloaded, and the button name will be changed to ‘Reprint’.

      26. If the letter is printed once, the Edit button will disappear. Only the View and Reprint buttons will be displayed. If you need to download the letter again, click on the ‘Reprint’ option.

      27. The letter will be downloaded again.

      28. Click the ‘Print and Save’ option.

      29. Two actions will be carried out simultaneously with this option: the letter will be printed and will be saved in the case’s profile. Here, the letter is added as below.

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      Start Interview

      Posted on by wikiagent

      The Start Interview link is used to create a new case.
      The following are the steps to create a case using Start Interview:
      1. Go to the ‘CASES’ tab and click on ‘Add Case’ from the left side panel.

      2. Click on ‘Start Interview’.

      3. A Pop-up window to ‘Start Interview’ will open.

      4. Fields marked with an asterisk (*) are mandatory.

      5. Fill in all the information.

      6. The Salutation’ field has a drop-down menu for selecting the value.

      7. Select the ‘Date of Birth’ from the calendar option.

      8. The system will display years and months for selecting the ‘Date of Birth’.

      9. Enter the ‘Zip code’.

      10. After entering the ‘Zip code’, the system will automatically add the ‘City’ and ‘State’.

      11. When you click ‘Best time to call’, the system will show timing options in the format of HH:MM with AM/PM.

      12. Select the time.

      13. The user needs to fill in the rest of the fields manually. After filling in all the details, click on the ‘Save’ button.

      14. The system will generate a confirmation message that ‘Record has been created successfully’, and the record will appear at the top of the ‘Cases List – All Cases’.
      15. Click on the newly created case.

      16. The member’s ‘Dashboard’ will open. Click on ‘QUICK PROFILE’.

      17. The system will display the ‘Quick Profile’ information that we filled in during the creation of the case.

      18. Return to the Dashboard and click on the ‘Information’ tab.

      19. The system will display personal information in the ‘Personal’ tab.

      20. Click on the ‘Case’ tab, and the system will display case details in that tab.

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      ID Theft

      Posted on by wikiagent

      The ID Theft link is used to create a new case.
      Here are the steps to create a case using the ID Theft link:
      1. Go to the ‘CASES’ tab and click on ‘Add Case’ from the left side panel.

      2. Click on ‘ID Theft’.

      3. A pop-up window of ‘ID Theft’ form will open.

      4. Fields marked with an asterisk (*) are mandatory.

      5. Fill in all the information.

      6. The ‘State’ field has a dropdown menu to select the state from.

      7. Except for the ‘State’ field, the values for all other fields should be entered manually.

      8. Once all the details are entered, click on the ‘Save’ button.

      9. The system will display a confirmation message that the record has been created successfully, and the record will appear at the top of the case list. Click on the newly created case.

      10. The case’s dashboard page will be opened. Click on the ‘Quick Profile’ option.

      11. The system will display the information in the Quick Profile that we filled in during the creation of the case.

      12. Go back to the ‘Dashboard’ page and click on the ‘INFORMATION’ tab.

      13. The system will display personal information in the ‘Personal’ tab

      14. Click on the ‘Case’ tab, and the system will display case details in the ‘Case’ tab.

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