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.
Quick Search – Search data from the Case tab using characters. The following are the steps to use the Quick Search function: 1. Go to the ‘CASES’ tab and click on the ‘Quick Search’ icon in the upper right corner.
2. ‘Quick Search’ will expand to a text box.
3. Enter a minimum of 3 characters in the search box and click the magnifying glass.
Quick Search will search for cases based on the criteria previously set up in the Setup menu. (Setup > System Setup > Quick Search > Case Quick Search)
For example:
a) When searching with alphabetical characters, the results will match from the ‘Name’ field.
b) When searching with numerical characters, the results will match from the ‘Mobile’ field.
4. The ‘Case Quick Search’ results are based on the pre-selected field preferences from the ‘System Setup’ in the ‘SETUP’ tab and can be customized for your needs.
5. The user can customize the fields for preferences in the ‘System Setup’ under the ‘SETUP’ tab for ‘Quick Search’ as needed.
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.
Cases List – All Cases – showing all cases available in the system other than cases available in Trash and Archive SFA Folder.
The following are the steps for viewing the Cases List: 1. Navigate to the ‘CASES’ tab, where you will find the Cases List – All Cases.
2. Data can be sorted in ascending or descending order by clicking on the field title. When the user clicks on the field title, cases will be arranged in descending order.
3. And when the user clicks on the field title again, the cases will be arranged in ascending order.
4. The left side panel consists of links for easy access. 5. By using the ‘Search’ link, users can search for cases with different filters.
6. There is a ‘Search and Create’ New link. If you search and cannot find the case, you are looking for you can create a new one directly from this link.
7. By clicking on the ‘Recent Case link, users can view the five most recently opened case.
8. There is a feature of submitting a case. By clicking on the ‘Add Case’ link, the system will display a list of available forms with various types of fields, through which users can submit a case.
9. There is an option to view the list of available SFA Folders in the system. By clicking on the ‘SFA Folder’ option, the system will display all SFA Folder lists along with the total number of case available in each SFA Folder. Additionally, users can search for specific SFA Folders using the search feature.
10. There is also an option to view the list of available Pipelines in the system. By clicking on the ‘Pipeline’ option, the system will display all pipeline lists along with the total number of cases available in each pipeline. Additionally, users can search for specific pipelines using the search feature.
11. On the right side at the top, there are additional icons. 12. Users can customize the fields and arrange the specific display of the page using the ‘Display’ option.
13. There is a ‘Filter’ feature so users can refine the displayed data by filtering specific information from all cases.
14. Users can export specific data from all cases using the ‘Export’ option. The exported data will be based on the selected date range.
15. Clicking on ‘Print’ allows users to print the current page. The print feature will print the data according to the selected display settings.
16. There is a ‘Quick Search’ feature where users can search for data across all cases.
17. At the bottom of the page, there is a feature to adjust the number of cases displayed per page from the ‘Display’ dropdown menu.
18. 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
19. 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.
20. 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 50 entries per page, the system will display 50 entries per page, and the data will be distributed accordingly.
21. 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.
22. By clicking on the double arrow ‘>>’ on the right side, users can directly navigate to the last page.
23. By clicking on the single right arrow ‘>’, users can navigate to the next page.
24. By clicking on the single left arrow ‘<’, users can navigate to the previous page.
25. By clicking on the double arrow ‘<<’ on the left side, users can directly navigate to the last page.
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’.
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.
– Email service setup is used for adding email configuration details which is used for sending email.
– This email service setup section can be accessed by admin logins.
– Here, we have two type of email services,
– SMTP
– SendGrid
1. SMTP This service has fields for saving SMTP configuration details. This section also has fields for From Email address and From Name which is used while sending email from upper hierarchy (used from admin login).
2. Sendgrid This service has fields for saving Sendgrid configuration details. This section also has fields for From Email address and From Name which is used while sending email from upper hierarchy (used from admin login).
Email Signature Setup – Email signature setup is used for adding email signature which is used while sending email from Cases > Dashboard > Send Email.
– This email signature setup section can be accessed by agents, users, and admin logins.
– Here if signature is available in user’s own login, then system will take that signature while sending email otherwise signature will be taken from admin login in hierarchy.
Display – used to create specific views of listing. Users can only set a maximum of 5 displays, choosing from the available fields and can apply them to the listing as needed.
Following are the steps to set the Display:
1. Go to the ‘ASSOCIATES’ tab and All Associates List will be displayed.
2. Click on the ‘Display’ icon.
3. By clicking on ‘Display’ will open a popup page to set a new Display. a). Existing ‘Displays’ will be listed under ‘Saved Displays’, if available.
4. Click on ‘Add Display’ to create a new ‘Display’.
5. By clicking on ‘Add Display’ a new window will open.
6. The system will allow selection of a maximum of 15 fields.
7. The user can view the list of fields by clicking on the down arrow for any field group. 8. Click on the down arrow to reveal the fields for selection.
9. After clicking the down arrow next to ‘Personal Information,’ the list of personal information fields will be opened.
10. Select the necessary fields to configure the ‘Display’ view from the Personal Information fields.
11. Similarly, select the necessary fields to configure the ‘Display’ view from the Business Information fields.
12. Similarly, select the necessary fields to configure the ‘Display’ view from the Account Information fields.
13. On the same page there are three options: Back, Next, and Cancel.
14. After fields selection completed select required option. 15. By clicking on ‘Back’ redirects to the first page of the ‘Display’.
16. By clicking on ‘Save’ opens a new page with the selected fields. 17. Users can change the sequence of the displayed fields list using the option represented by six dots. a). Apart from the ‘Name’ field, all other field sequences can be changed.
18. Add the ‘Display’ Name at the end.
19. On the same page there are three options: Back, Save & Apply, and Save.
20. By clicking on ‘Back’ it redirects to the ‘Add Display’ page.
21. By clicking ‘Save’ will only save the ‘Display’, and it will be listed in the Saved Displays (it will not be applied to the listing).
22. The system will generate a message only for the ‘Display’ that is created.
23. Clicking on ‘Save & Apply’ will save the ‘Display’ under the ‘Saved Display’ listing and apply it to the ‘ASSOCIATES’ list.
24. The system will generate a confirmation message, and the ‘Display’ will be applied to the ‘ASSOCIATES’ list.
25. Now, the ‘ASSOCIATES’ listing will display the list according to the criteria set in the ‘Display’. 26. Hovering the mouse over the ‘Display’ icon will show the applied display name.
27. The user can apply any available Display by clicking on the Display option, selecting the desired display, and then clicking on Apply. 28. By clicking on Apply, the selected Display will be applied to the listing. 29. Users can view the criteria of the ‘Display’. a). Click on ‘Display’ again and hover the mouse over the view icon. b). Click on the ‘View Display’ icon.
30. The created criteria will be displayed. a). Apply and Cancel buttons will be displayed. b). Users can apply the ‘Display’ by using the ‘Apply’ option.
31. Users can edit the ‘Display’. a). Click on ‘Display’ again and hover the mouse over the edit icon. b). Click on the ‘Edit Display’ icon.
32. The ‘Display’ window will open with existing criteria, and users can modify the ‘Display’.
33. Users can change the criteria of the ‘Display’ and then click on ‘Save & Apply’.
34. An updated ‘Display’ will be applied to the ‘ASSOCIATES’ listing.
35. Users can delete the ‘Display’. a). Click on ‘Display’ again and hover the mouse over the ‘Delete’ icon. b). Click on ‘Delete Display’.
36. System will ask confirmation. Click on ‘Delete’.
37. The system will generate the message and ‘Display’ will be deleted.
38. Users can verify if the ‘Display’ is deleted or not. a). Click on ‘Display’ again. b). Verify that the deleted ‘Display’ is no longer available in the listing.
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 2nd page and print the data, it will only print the data visible on the 2nd page, not all the data available in the listing.
The following are the steps to print data:
1. Navigate to the ‘CASES’ tab and click on the ‘Print’ icon.
2. After clicking on Print, a popup page will open displaying the current page data and various print options. 3. Select the print option from the ‘Destination’ field.
4. The user can also select the ‘Save as PDF’ option from the ‘Destination’ field and click on the ‘Save’ button. This will save the file to the requested location.
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 ‘CASES’ tab and click on the ‘Export’ option.
2. Upon clicking Export, a pop-up window will open and you can select the ‘Period’ to export data from.
There are four options available: a. Last 10 days – This option is used to export data 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
3. To export data, select one of the first three radio button options and click ‘Export’, or for the Date Range option, choose the required dates and then click ‘Export’.
4. Records will be exported according to the selected option, and the CSV file will be saved in the designated location.
The Filter feature is used to create a list of specific data. Users can set a maximum of five filters by selecting from the available fields and applying them to the listing as needed.
The following are steps to apply customize filter for Cases listing: 1. Navigate to the ‘CASES’ tab and click on the ‘Filter’ option.
2. Upon clicking ‘Filter’, a pop-up page will open to create a new filter. a. Existing filters will be displayed under the ‘Saved Filters’ listing, if any are available.
3. Click on ‘Add Filter’ to create a new filter.
The following page will open:
4. Enter a filter name.
5. Select the field from the dropdown where the filter should be applied.
6. Apply the condition to set the filter.
7. Enter the value to set for the filter.
8. Select either the ‘Match All Filter Rules’ or ‘Match Any Filter Rule’ option according to your requirements.
There are three options: Back Save Save&Apply
9. By clicking on ‘Back’, you will be redirected to the first page of the filter.
10. By clicking on ‘Save’, the filter will be saved but not be applied immediately. It will display in the filter listing.
11. The system will generate a confirmation message that the filter has been created.
12. By clicking on ‘Save & Apply’, the filter will be saved under the filter listing and applied to the Cases list.
13. The system will generate a confirmation message, and the filter will be applied to the Cases list.
Below is the screen before the filter is applied.
Below is the screen after the filter has been applied.
14. Hovering over the filter icon will display the applied filter name.
15. User can view the filter criteria. a. Click on the filter again and hover the mouse over the view icon. b. Click on the ‘View Filter’ icon.
16. Filter criteria will be displayed. a. Only the ‘Back’ button will be displayed. b. The selection of fields and criteria will be greyed out and not editable.
17. User can edit the filter. a. Click on the filter again and hover the mouse over the edit icon. b. Click on the ‘Edit Filter’ icon.
18. The filter window will open with the existing criteria, allowing the user to modify the filter.
19. Users can apply multiple filter criteria simultaneously. a. Apply additional filter criteria and click on ‘Save & Apply’.
20. An updated filter will be applied to the Cases listing.
21. User can delete the filter. a. Click on the filter again and hover the mouse over the delete icon. b. Click on ‘Delete Filter’.
22. The system will ask for confirmation. a. Click on ‘Delete’.
23. The system will generate a confirmation message about the deletion of the filter.
24. Users can verify whether the filter has been deleted or not. a. Click on the filter once more. b. Check the listing; the deleted filter will no longer be available.
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