Author: 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.

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.

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.

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.

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.

Quote Sheet is used to view the information of the case regarding the quote.
The following are the steps to access the Quote Sheet:
1. Navigate to the ‘CASES’ tab where you’ll find the Cases List – All Cases.
2. Click on any case to proceed.

3. The profile’s ‘Dashboard’ will open. Click on the ‘INFORMATION’ option.

4. The Information page will open. Hover the cursor over the option icon located on the left side of Quick Notes, which has three dots.

5. There will be three options displayed:
a. Full Profile
b. Quote Sheet
c. Ins. Quote

6. Click on the ‘Quote Sheet’ option.

7. The Quote Sheet pop-up window will open. The information on this page is read-only; users cannot update the information from this page. This page will display the Basic Information of the case.

8. This page also displays the ‘Other Information’ section. Click on the ‘Cancel’ button to close this page.

The Quick Note feature allows you to write and save notes easily without opening the Notes app for individual profiles. If a Quick Note is available for an individual profile, it will pop up whenever the user opens that profile.

Here are the steps to add a Quick Note:
1. Navigate to the ‘CASES’ tab where you’ll find the Cases List – All Cases.
2. Click on any case to proceed.

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

4. The Information page will open. Click on the ‘Quick Note’ option.

5. The quick note will open.

6. Up to 500 characters can be added to the Quick Note. To add or edit the Quick Note, there are editing tools available such as Bold, Italic, Underline, Strikethrough, and Alignment.

7. Add the content to the Quick Note and click on the ‘Save’ icon.

8. The Quick Note will be created successfully, and the system will generate a confirmation message.

9. Users can also save this quick note under the Notes tab. To add the Quick Note to the Notes, click on the ‘Copy Quick Note to Notes’ button.

10. The note will be created successfully, and the system will generate a confirmation message.

11. Click on the ‘Notes’ button.

12. The note will be displayed in the notes tab listing as well.

Long Term Care – The Long Term Care link is used to create a new case.
Here are the steps to create a case using the Long Term Care link:
1. Navigate to the ‘CASES’ tab and click on ‘Add Case’ in the left-side panel.

2. Click on ‘Long Term Care’.

3. A pop-up window for ‘Long Term Care’ form will open.

4. Fields marked with an asterisk (*) are mandatory.  Users are required to fill in all the information.

5. The State field has a drop-down menu for selecting the ‘State’.

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

7. 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.

8. The ‘Dashboard’ page will open. Click on ‘Quick Profile’.

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

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

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

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

Linked Profile – Create a link between profiles by establishing relationships.

Here are the steps to linking profiles:
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 a case, the ‘Dashboard’ will open.
4. Click on the ‘LINKED PROFILE’ option.

5. The Link Profile page will open.

6. Click on the ‘Link Profile’ icon.

7. A new pop-up window to Link Profile will open.

8. The user can search for any specific case by entering the value from the fields ‘Name’, ‘State’, ‘Insurance Company’ and ‘Policy Number’. Enter the value and click on the ‘Search’ button.

9. Select the case from search results and then click on the ‘Next’ button.

10. A pop-up window will open.
11. Click on the ‘Select Relation’ drop down.

12. The dropdown menu will display options.

13. Select the desired relation from the dropdown menu.
14. Click on the ‘Next’ button.

15. The profile is linked, and the system will generate a confirmation message. Click on the ‘Close’ button.

16. The linked profile will be displayed in the listing in the ‘Profile Linked To’ section.

17. To view the linked profile, click on the ‘View’ button.

18. The linked profile will open. Click on the ‘LINKED PROFILE’ option.

19. In the ‘Profile Linked To’ the original profile will be displayed in the ‘Profile Linked From’ section.

20. Navigate to the linked profile option from the original profile the user used to create the linked profile. Users can delete the linked profile by clicking ‘Delete’.
21. Click on the ‘Delete’ icon.

21. The system will ask for confirmation before deleting.
22. Click on ‘Delete’ to confirm.

24. The linked profile is deleted, and the system will generate a confirmation message. The profile will be removed from the listing and unlinked from each other.

Cases – History allows the user to view the timeline of events and actions associated with a specific case, providing insight into past activities, updates, and changes.
The following are the steps to access Cases History:
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 ‘Dashboard’ will open.
4. Click on the ‘CASE HISTORY’ option.

5. The Case History page will open, consisting of four sections:
a. Update History
b. Quotes
c. Send Email
d. Transactional History
6. By default, the ‘Update History’ section will be open. This section displays the history of the case’s information tab.

7. Fields in this section, such as ‘Updated By’, ‘Updated Date’, ‘IP Address’, and ‘Updated Count’, pertain to case details.

8. Click on the drop-down icon in the case history to view the updated details.

9. The details of the history will open, showing the values of the fields ‘No.’, ‘Field Name’, ‘Old Value’, and ‘New Value’. These fields are related to member details. This section will display the case’s information that has been updated.

10. Click on the Quotes Tab to view the history of related quotes. This section saves the action history when users compare insurance company details on the run quote result page after running the quote.

11. The history displays the values of the fields ‘Run Quote Date’, ‘Quote By’, ‘State’, ‘Sex’, ‘Age’, ‘Smoker’, ‘Height’, ‘Weight’, ‘Coverage Amt.’, and ‘Plan’.

12. Click on the drop-down icon in the case history to view the updated details.

13. The history will display the values for the fields including ‘Company’, ‘Product’, ‘Health Class’, ‘Annual’, ‘Semi-Annual’, ‘Quarterly’ and ‘Monthly’ sections.

14. Click on the ‘Send Email’ section to view the history of sent emails.

15. This section will display the values of the fields: ‘Date’, ‘Subject/Username’ and ‘Send To’.

16. With the help of option ‘Message’, represented by an eye icon, the user can view the email details.
17. Click on the ‘View’ icon to check the details of the email history.

18. A pop-up ‘Send Email – View’ will open, displaying the details of the sent email.

19. Click on the ‘Transactional History’ section to view transaction-related history. This section will display the flow history for cases, such as if one case is moved to another SFA or another pipeline.

20. It will also display the history of any notes that were added for this case, or if any documents were scanned and saved for this case.

21. History will include values for fields such as ‘Action’, ‘Date’, ‘Subject’, ‘Username’ and ‘Description’.

22. Additionally, there will be an option to view details represented by an eye icon under the ‘View’ header for entries other than flow history.

23. Click on the View button to see the Transaction History in detail.

24. A new pop-up ‘Transaction History of #Name of the Applicant#’ will open, displaying the details for the selected transaction entry.

Ins Quote is used to manage the information related to the case regarding the insurance quote.
The following are the steps to Ins Quote:
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 a case, the profile’s ‘Dashboard’ will open.
4. Click on the ‘INFORMATION’ option.

5. The Information page will open. Hover the cursor over the option icon located on the left side of Quick Notes.

6. Three options will be displayed:
a. Full Profile
b. Quote Sheet
c. Ins. Quote

7. Click on the ‘Ins Quote’ option.

8. The Ins Quote pop-up window will open. By default, the Basic Information of the case will be displayed. The information on this page is editable, allowing users to update the details.

9. Scroll down to this page to view the ‘Other Information’ section.

10. Continue scrolling to view the Life Policy Information and Disability Policy Information section. Click on the ‘Cancel’ button to close the window..

11. Update the case’s information on the Information page and click the ‘Save’ button.

12. Navigate to the ‘Contact’ page, update the information, and click the ‘Save’ button.

13. Reopen the Ins Quote section, and the updated information will be displayed.

14. Update the information as needed in this window and click the ‘Save’ button.

15. A message will appear confirming that the record has been updated successfully.

16. Reload the Information page, and the updated information will now be displayed.

The Individual Health Quote link is used to create a new case.
Here are the steps to creating a case using the Individual Health Quote link:
1. Navigate to the ‘CASES’ tab and click on ‘Add Case’ from the left-side panel.

2. Click on the ‘Individual Health Quote’ option.

3. A pop-up window for the Individual Health Quote form will appear.

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

5. The ‘Salutation’ field features a dropdown menu to select an option from.

6. Enter the ‘Zip Code’. The system allows entry of 5 digits in this field.

7. After entering the ‘Zip Code’, the system will automatically enter the corresponding ‘City’ and ‘State’.

8. Select ‘Date of Birth’ using the calendar.

9. When you click on the up and down arrows, the system will display options to select the year and month for the ‘Date of Birth’.

10. The user must manually enter all other required information.

11. After filling in all the required information, click on the ‘Save’ button.

12. The system will generate a confirmation message for successful record creation, and the record will be displayed at the top of the Cases List. Click on the newly created case to view it.

13. Once you click on the newly created case, the dashboard page will open. From there, click on the ‘Quick Profile’ option.

14. The system will display the information filled in during the creation of the case in the ‘Quick Profile’ section.

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

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

17. Click on the ‘Contact’ tab, and the system will display case details in the ‘Contact’ tab.

The Left Search feature is used to locate specific cases based on selected criteria, utilizing the available fields in the interface.

The following are the steps to search for the data:

1. Navigate to the ‘CASES’ tab and click on the ‘Search’ option in the left pane.

2. Upon clicking on Search, a popup will open with the following criteria:
a. ‘Starts With’ dropdown
b. ‘Select Field Name’ dropdown
c. ‘Search Value’ field

3. Click on the ‘Starts With’ dropdown and the following options will be displayed:
a. Starts with
b. Ends with
c. Equals
d. Like
e. Not equal

4. Select a search option. For example, we have chosen the ‘Like’ option.

5. Click on the ‘Select Field Name’ dropdown menu and fields from the cases will be displayed.

6. Select the field you would like to search.  You can either scroll through the field names or type characters. For example, here we have typed ’email’ and it displays the list of available fields containing the entered word.

7. Select the field the user wishes to search. In this example we have selected the Email Field.

8. Click on the ‘Search Value’ field.

9. Enter the criteria in the ‘Search Value’ option. For example, we added ‘bimsym’ as the search value and clicked on ‘Go’.

10. The search results will be displayed.

The Documents Library feature allows users to scan documents and save them to member profiles.

The following are the steps to Scanning Documents:

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

2. Click on a member.

3. After clicking on a member, the ‘Dashboard’ will open. Click on ‘DOCUMENTS LIBRARY’.

4. The Documents Library page will open. Below are the rules for uploading documents:

• Up to 5 documents can be uploaded at once.
• The maximum file/document size is 40 MB.
• The accepted formats for uploaded documents include PDF, TIF, TIFF, DOC, and DOCX.

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

6. A file pop-up will appear. You can select documents and then click the ‘Open’ button.

7. The selected documents will be ready for upload.

8. Add the ‘Total Pages’ field, which displays the total number of pages in the document for the selected documents. This field is optional.

9. Select the ‘Document Category’ from the dropdown menu for the selected documents.

10. Enter the ‘Document Title’ for the selected documents.

11. Provide a ‘Description’ for the selected documents. This field is also optional.

12. Enter all the information for the documents and then click on ‘Add Document’.

13. The selected documents will be uploaded, and a confirmation message will be displayed.

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

15. There are three options for the Documents Library:

• Edit
• Download
• Remove

16. Click on the ‘Edit’ icon for the document that needs updating.

17. A new pop-up page will open with the existing information for the selected document in edit mode.

18. Update the details you want to change and click on the ‘Save’ button. For this case, we have updated the document title.

19. The document title has been updated successfully, and the updated title is reflected in the listing.

20. If users want to download the document, they can use the Download option.

21. The document will be downloaded to a temporary location.

22. If a user needs to delete the document, it can be done by clicking the ‘Remove’ button.

23. The system will ask to confirm before removing the document. Click on the ‘Delete’ button.

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

25. Now the document has been deleted and will not be available in the list.

Create a duplicate of an existing profile for the purpose of issuing a new policy.
The following are the steps to copy a profile:
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 a member, the member’s ‘Dashboard’ will open.
4. Click on ‘COPY PROFILE’.

5. The Copy Profile page will open, presenting you with four options:
a. Self – The user can create the same profile for themselves and link it to their own profile.
b. Spouse – This option allows the user to create a profile for their spouse and link it to their own profile.
c. Other – With this option, the user creates a profile for any other relationship and links it to their profile.
d. Resurrected Lead – This option creates a profile for a resurrected lead and links it to their profile.

6. Select the ‘Self’ option and then click the ‘Save Changes’ button.

7. The profile will be copied, and the system will generate a confirmation message.
8. You will be redirected to the All-Contacts page, where the recently copied profile will be displayed at the top of the listing.
9. Click on that profile.

10. Click on the ‘INFORMATION’ option.

11. Click on the ‘Contact’ page. The ‘Lead Source’ field will remain blank because it was copied as ‘Self’.

12. Return to the Copy Profile page and select the ‘Spouse’ option.
The following fields will be displayed:

13. Fill in the details in the fields and click on the ‘Save Changes’ button.

14. The profile will be copied, and the system will generate a confirmation message. After that, you will be redirected to the All-Cases page, where the recently copied profile will be seen at the top of the listing.
15. Click on the recent profile from the listing.

16. Click on the ‘INFORMATION’ option.

17. Click on the ‘Contact’ page. The Lead Source field will show the value as ‘-spousal’ because this profile was copied as ‘Spouse’. The information available in the main profile will be saved in this profile as well.

18. Go back to the Copy Profile page and select the ‘Other’ option. The relevant fields will be displayed.

19. Fill in the details in all fields and click on the ‘Save Changes’ button.

20. The profile will be copied, and the system will generate a confirmation message. You will be redirected to the All-Cases page, where the recently copied profile will be seen at the top of the listing.
21. Click on the profile.

22. Click on the ‘INFORMATION’ option.

23. Click on the ‘Contact’ page. The Lead Source field will remain blank because this profile was copied as ‘Other’.

24. Return to the Copy Profile page and select the ‘Resurrected Lead’ option. Then click on the ‘Save Changes’ button.

25. The profile will be copied, and the system will generate a confirmation message. You will be redirected to the All-Cases page, where the recently copied profile will be seen at the top of the listing. Click on the profile.

26. Click on the ‘INFORMATION’ option.

27. Click on the ‘Contact’ page. The Lead Source field will show the value as ‘Resurrected Lead’ because this profile was copied as ‘Resurrected Lead’.

28. Go back to the main profile and click on the ‘LINKED PROFILE’ option.

29.The page will display all the copied profiles under the title ‘Profile Linked To’.

30. In the copied profile, the original profile will be displayed under the title ‘Profile Linked From’.

Quick Task manages tasks that need to be done on a routine basis.
The following are the steps to perform a Quick Task:
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 a case, the ‘Dashboard’ will open. Click on the ‘QUICK TASK’ option.

4. The Quick Task page will open. Click on the ‘Add Task’ icon.

5. A new pop-up window ‘Add Quick Task’ will open.

6. Fill in the values for Title and Details. Select the date from the date picker. Set the time from the dropdown. There is a Repeat option where users can set the same task to occur multiple times.

7. Select the checkbox for Repeat, and two additional fields appear:
a. Repeats Every
b. Ends

8. For the Repeat Every feature, there are four options available:
a. Day(s): How often should the task be repeated, in days.
b. Week(s): How often should the task be repeated, in weeks.
c. Month(s): How often should the task be repeated, in months.
d. Years(s): How often should the task be repeated, in years.

9. Ends ends work is to end the task when one of the following options is selected:
a. Never: This means the task added by the user will never end.
b. On: This means the task will be completed on the selected date.
c. Occurrences: This means the task will be completed after the selected number of occurrences.

10. After filling in all the fields, click on the ‘Save’ button.

11. Here, the user has selected 3 occurrences, so the task is created 3 times. Quick tasks will be created, and the system will generate a message. The quick task will be shown in the listing.

12. There are the following options for tasks:
a. Completed
b. View
c. Edit
d. Delete

13. To view the quick task, click on the ‘View’ icon.

14. The Quick Task will be open read-only. Check the Quick Task and click on the ‘Cancel’ button.

15. To edit the existing task, the user can use the Edit functionality. Click on the ‘Edit’ icon.

16. A pop-up window will open for editing the selected quick task.

17. Update the quick task and click on the ‘Save’ button.

18. The quick task is updated successfully, and the system will generate a confirmation message.

19. To complete the task, click on the ‘Completed’ icon.

20. The task schedule is updated, and the system will generate a confirmation message.

21. The completed task will be moved to the ‘Completed Tasks’ list.

22. Tasks can be removed using the ‘Remove’ feature. Click on the ‘Remove’ icon.

23. The system will ask for confirmation to remove the task. Click on the ‘Delete’ button.

24. The system will generate a confirmation message for the deletion of the task.

The Quick Profile link displays a concise overview of the user’s profile.
Here are the steps to access a Quick Profile:
1. Naviagate to the ‘CASES’ tab where you’ll find the Cases List – All Cases.
2. Click on a case to proceed.

3. After clicking on a case, the ‘Dashboard’ will open. Click on the ‘QUICK PROFILE’ option.

4. The Quick Profile page will open, displaying the user’s information.

5. The view of the Quick Profile page can be set from SETUP > Quick Profile > Case.
There are three categories on this page:

• Case Summary (Left side of the page)
• Quick Profile (Right side of the page)
• Custom (Right side of the page below the Quick Profile section)

6. The Quick Summary section is pinned by default. If Quick Summary is pinned, it cannot be collapsed.

7. When the user clicks on the Pin, it will be unpinned.

8. If the user clicks on the arrow button to the right of the pin, Quick Summary will collapse.

9. If the user clicks on the Arrow button again, the Quick Summary will be shown again.

10. There are four default tabs below the Quick Profile page:
a. Health
b. Life
c. Action
d. Notes

11. The first option is Health, and it is opened by default. Users can add/edit the health information from here.

12. The on the second option ‘Life’, and it will open. Users can add/edit Life Information from here as well.

13. Click on the third option ‘Action’, and it will open. Users can act for this profile, such as moving to another SFA, updating the pipeline, etc. and can add/edit other information on this Action tab.

14. Click on the fourth option ‘Notes’ and it will open. Notes will work the same as they do inside the profile.

The Notes feature allows users to add and view notes in a member’s profile.

The following are the steps to using the Notes feature:
1. Navigate to the ‘CASES’ tab, where you’ll find the Cases List – All Cases.
2. Click on the member.

3. After clicking on the member, the ‘Dashboard’ will open. Click on ‘NOTES’.

4. The Notes page will open. Click on the ‘Add Note’ icon to add a note.

5. A pop-up ‘Add Note’ will open.

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

7. The note has been saved successfully, and the system will display a confirmation message. Notes will be displayed in the list of notes.

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

9. Note will be opened. Check the note, then click on the ‘Close’ icon.

10. By clicking on ‘Append’, users can add information to the existing note. Click on the ‘Append’ icon.

The Append page will open.

11. Add an additional note, then click on ‘Append Note’.

12. Note note has been successfully appended, and the system will display a confirmation message.

13. Users can post a reply by clicking on the ‘Post Reply’.

14. The Post Reply pop-up will open.

15. Add the note and click on Save it..

16. The reply will be posted successfully, and the system will display a confirmation message.

17. If there are many messages, users can find the required message using the Search functionality. Click on the ‘Quick Search’ icon.

18. Enter the keyword and click on the Search icon. The search results will be shown.

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 Dashboard:
1. Navigate to the ‘CASES’ tab where you’ll find the Cases List – All Cases.
2. Click on a case to proceed.

3. A new page will open, displaying the available features on the ‘Dashboard’ of the member.

4. All the features of the case, available on the left side. To explore a feature, simply click on it. For example, to quickly view your profile, click on the ‘QUICK PROFILE’ feature.

5. On the right side of the screen, ‘AI-Powered Lead-to-Customer Forecasting’ will be displayed, indicating the likelihood of the user becoming a future customer.

6. Below the AI-Powered Lead-to-Customer Forecasting, you’ll find shortcuts to the ‘Quick Task’, ‘Notes’, and ‘Emails’ sections. Only the five most recent updates will be shown for each. These features function similarly to how they work within a profile.

– This functionality is available in the cases tab and used to send email to any case.

– Click on the Send Email button which opens module having fields for sending email.

– Here Email From field contains listing of from email addresses available for that user login and admin login including default selected.
– To field is used for email address on which email need to send. For this case it is the email address of open case.
– ‘Add Message from Email Templates’ when you click this link it will open pop up with fields of custom template and user signature selection drop down.

– When template and user is selected then that template email detail is added in Subject and Email body with proper value of case for hash variable like #First_Name#. Signature hash variables also be replaced correctly with user’s name selection if available in template.

– ‘Attach files from’ when you click on this link it will open pop up for add different file attachment options to send in email.

– ‘Local Document’ is used for attaching local documents in sending email.

– ‘Template’ is used for attaching letter template in sending email.

– ‘Scan Document’ is used for attaching scan documents in sending email.

– Once all attachments are added it will list as following you can also delete attachment from there if you don’t what to send any.

– Include Signature field is used for attaching signature at last in email body while sending email. This signature is got from Setup > System Setup > Email Signature setup for specific user login. If the signature is not set for the user, then the system will take signature from admin login.
– When clicking on Send Email button the system will send email to that case.

– In Send Email, we can also add Subject and Email body manually instead of using email template and send email accordingly.

– Emails Listing:
– Once email sent to case its log will save in system and it is available in email listing.
– When we go to Emails section you can see emails listing sent to that particular case.

– ‘View’ icon from Action column is used for display details of send email.

– ‘Notes’ icon from Action column is used for adding note for specific sent email.

– ‘Resend’ icon from Action column is used for resending sent email from email listing.