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Cases List > Move Cases From One SFA Folder To Another SFA Folder

Posted on by wikiagent

Using the Quick Action Menu the user can perform mass action on single or multiple profiles at a time. It enables the user to change the SFA Folder status or move single or multiple cases from one SFA Folder to another SFA Folder simultaneously.

  1. Sign in to AgentFront CRM
  2. From the top menu, choose Cases
  3. In the left-side panel, select SFA Folder
  4. Select the desired SFA Folder. For example, here we have selected ‘Health SFA’ SFA Folder and there are 18 cases available in this SFA Folder
  5. A new page will open for the ‘Health SFA’ SFA Folder, displaying the available cases within it
  6. Select the case(s)
  7. After selecting the case(s) action menu will be enabled
  8. Select the another SFA Folder from the drop-down menu. Here we have selected ‘Application Received’ SFA Folder from the drop-down menu
  9. Click on Submit () icon
  10. The selected case(s) will be moved from the current SFA Folder to the selected SFA Folder from the dropdown menu
  11. User can see the number of cases will be updated in SFA Folder on cases tab.We have moved cases from the ‘Health SFA’ SFA Folder to the ‘Application Received’ SFA Folder. As a result, 18 cases were transferred to ‘Application Received’, updating its count from 0 to 18, while the count for the ‘Health SFA’ SFA Folder are updated from 18 to 0.
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Cases List > Move Cases From One Pipeline To Another Pipeline

Posted on by wikiagent

Using the Quick Action Menu the user can perform mass action on single or multiple profiles at a time. It enables the user to change the Pipeline status or move single or multiple cases from one pipeline to another pipeline simultaneously.

  1. Sign in to AgentFront CRM
  2. From the top menu, choose Cases
  3. In the left-side panel, select Pipeline
  4. Select the desired Pipeline. For example, here we have selected ‘DI GRADED’ pipeline and there are 17 cases available in this pipeline
  5. A new page will open for the DI GRADED pipeline, displaying the available cases within it
  6. Select the case(s)
  7. After selecting the case(s) action menu will be enabled
  8. Select the another pipeline from the drop-down menu. Here we have selected ‘HEALTH HUMANA ONE’ pipeline from the drop-down menu
  9. Click on Submit icon
  10. The selected case(s) will be moved from the current pipeline to the selected pipeline from the drop-down menu
  11. User can see the number of cases will be updated in Pipeline on cases tab. We have moved cases from the ‘DI GRADED’ pipeline to the ‘HEALTH HUMANA ONE’ pipeline. As a result, 17 cases were transferred to ‘HEALTH HUMANA ONE’, updating its count from 0 to 17, while the count for the ‘DI GRADED’ pipeline are updated from 17 to 0.
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Cases List > Quick Search

Posted on by wikiagent

Quick search finds the required data as characters are entered in the search box, displaying relevant results instantly. This allows users to quickly locate information without completing or submitting the full search term.

  1. Sign in to AgentFront CRM.
  2. From the top menu, choose Cases.
  3. From the top right-side menu, Click on Quick Search.
  4. Quick search will search for the case based on the fields set up under Setup > System Setup > Quick Search > Case Quick Search.
  5. Enter at least 3 characters in the search box, then click the search icon.
  6. Quick search results should be displayed based on the characters entered in the quick search bar.
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Cases List > Case List

Posted on by wikiagent

Cases List – All Cases – The cases list provides a comprehensive overview of all cases available in the system, excluding those found in the Trash and Archive SFA folders.

All Cases – Cases List

  1. Sign in to AgentFront CRM
  2. From the top menu, choose CASES
  3. Cases list will open by default
  4. The cases list will be displayed in descending order based on the Create Date
  5. Data can be sorted in ascending or descending order by clicking on the column header
  6. The ‘Display’ dropdown menu offers different options to set the number of entries for the Display List; the system will arrange and display the entries on one page according to the user’s selection
  7. Additionally, the pagination of the cases list will be adjusted by the system according to the selected option

Left Side View

  1. The left-side panel contains links for quick and easy access to different sections
  2. Search – The ‘Search’ option allows users to search for cases based on various criteria
  3. Search & Create New – The ‘Search & Create New’ option allows users to search and create new case directly
  4. Recent Cases – Using ‘Recent Cases’ link, users can view the five most recently opened cases
  5. Add Case – The ‘Add Case’ option offers multiple forms with various field types, allowing users to submit a case by filling out the appropriate form
  6. SFA Folders – 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
  7. Pipelines – 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

Right-Side View

  1. On the right side at the top, there are additional icons for cases list
  2. Quick Search – Using ‘Quick Search‘ feature users can search for data across all cases
  3. Filter – Using ‘Filter‘ feature users can refine the displayed data by filtering specific information from all cases
  4. Print – ‘Print’ option allows users to print the current page according to the selected display settings
  5. Export – Users can export specific data by using the ‘Export‘ option based on the date range selection
  6. Display – Users can customize the fields and arrange the specific display of the page using the ‘Display‘ option
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Cases List > Print

Posted on by wikiagent

The Print feature allows users to print only the data displayed on the current page, based on the applied filters or search criteria. This ensures precise output and helps users generate focused and relevant printouts efficiently.

  1. Sign in to AgentFront CRM.
  2. From the top menu, select CASES.
  3. From the top-right options, click on the Print button to initiate the printing process for the data currently displayed on the screen.
  4. A new pop-up window will open, presenting a Print Preview of the selected data. This preview allows users to review the information before proceeding with printing.
  5. Select the required print options as needed, and then click the Print button to complete the printing process.
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Cases List > Export

Posted on by wikiagent

The Export feature in AgentFront CRM enables users to extract case data based on its creation date. This functionality ensures that only relevant records within a specified time period are included in the exported file, making reporting and data analysis more efficient.

  1. Sign in to AgentFront CRM.
  2. From the top menu, select CASES.
  3. In the top-right corner of the screen, click the Export button.
  4. A pop-up window will appear displaying the available export options.
  5. From the pop-up, select the Period for which you want to export data. The following options are available:
    • Last 10 days – Exports case records created within the last 10 days from the current date
    • Last 30 days – Exports case records created during the past 30 days
    • Current month – Exports all case records created in the current calendar month.
    • Date Range – Allows you to manually select a custom start date and end date
      • The selected date range must not exceed 90 days
      • Data will be exported only for records created within the chosen range
  6. After selecting the desired option, click the Export button to proceed.
  7. The system will process your request and generate the export file.
  8. The exported data will be downloaded as a CSV file and saved to designated download location.
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Cases List > Case Filter

Posted on by wikiagent

Filter is used to create a listing with specific data. Users can set a maximum of 10 filters, selecting from available fields, and apply them to the listing as needed.

  1. Sign in to AgentFront CRM
  2. From the top menu, choose CASES
  3. Cases list will open by default
  4. Click the Filter icon in the top right corner
  5. A new pop-up window named ‘Filter’ will open
  6. Existing filters will be listed under Saved Filters
  7. There is an Add Filter link with (+) icon on top of the page
  8. Also, there are options to View (), Edit () and Delete () the existing filter for each one, to view those options hover over the filter name; the system will display the View (), Edit () and Delete () options

Add Filter

  1. Click on ‘Add Filter’ to add a new filter to the system. (Maximum 10 filters can be created)
  2. Clicking ‘Add Filter’ will open a new page where the user can set the filter criteria according to the requirements
  3. To Add Filter, enter the following details:
    • Enter Filter Name: Enter the clear, descriptive name. This is what users can identify the purpose of the Filter
    • Set The Condition To Filter: Set the condition by defining the specific criteria the data must meet using the following fields:
      • Search Column: Select the field for which the filter needs to be applied
      • Condition: Set the appropriate condition for the selected column field
      • Enter Value: Enter or select the value according to the selected condition
    • Using plus sign (+) user can set multiple criteria simultaneously for a single filter
    • Match All Filter Rules or Match Any Filter Rule: Select any one of the given options
  4. Once the ‘Where’ conditions are set, the ‘Save’ and ‘Save & Apply’ options will appear. The ‘Save’ option creates the filter only, while ‘Save & Apply’ saves the filter and applies it to the list
  5. After setting all the conditions, click the ‘Save & Apply’ button
  6. The new Filter will be saved in the system and applied to the listing

View Filter:

  1. To view the existing filter, select the filter and click ‘View Filter’ () from the available options.
  2. The filter criteria will be displayed. Only the ‘Back’ button will be shown. The selected fields and criteria will be greyed out and cannot be edited.

Edit Filter:

  1. To update the existing filter, select the filter click ‘Edit Filter’ () from the available options
  2. The filter window will open with the existing criteria, allowing the user to modify the filter options

Delete Filter:

  1. To delete the existing filter, select the ‘Filter’ and click on the ‘Delete Filter’ ()  from available options
  2. The system will ask for confirmation. Click Delete to proceed

Apply Filter:

  1. To apply the filter from existing filters, select the filter and click ‘Apply’ button.
  2. Selected filter will be applied to the listing

Clear Filter:

  1. If any filter is already applied to the listing and user wants to clear the click the ‘Clear Filter’ link
  2. Applied filters will be removed from the listing and all data will be displayed as is.

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