The Document Type refers to the specific classification or category of a document based on its purpose or content. It helps in organizing, managing, and processing documents efficiently.
The following are the steps to manage a Document Type in the system:
1.Navigate to the ‘SETUP’ tab.
2. Click on ‘System Setup’ in the left-side panel.
3. Click on the ‘Document Type’ option in the System Setup menu.
4. The User can search for the Document Type option by typing in the search area.
5. The ‘Setup – Life – System Setup – Document Type’ page will open, displaying existing Document Types along with fields including the Document Type, Title, Status, Description, Created By, Create Date and Action under the ‘Document Type’ tab. There are three available options: Add, Print, and Export.
6. Click the ‘Add Document Type’ icon to add a new Document Type.
7. The pop-up window ‘Life – Add Document Type’ will open, containing fields for Document Type details and ‘Save’ and ‘Cancel’ options at the bottom. Fields marked with an asterisk are mandatory. ● *Document Type: Enter the Document Type Name. ● *Title: Enter the value for Title for the Document Type. ● *Status: Select a status for the Document Type ● Description: Enter the value for Description for the Document Type.
8. Fill in the details and click the ‘Save’ button to continue.
9. A confirmation message will appear, and the newly added Document Type will be available on the list.
10. There are two options available for each Document Type under the Action heading: Edit and Delete or Lock. For newly created Document Types, the Edit and Delete options will be available by default. ● Edit: By clicking on the Edit icon, the user can edit the details of the selected Document Type. ● Delete or Lock: By clicking on Delete, the user can remove the selected Document Type. However, once the Document Type is assigned to any profile, the option will change from Delete to Lock. The Delete option will remain available until the Document Type is assigned to a profile.
11. The User can update the values for the created Document Type by clicking on the edit icon for the selected Document Type.
12. A pop-up window titled ‘ Life – Edit Document Type’ will open with the existing field values.
13. Update the values for the Document Type details In this case, we are updating the Title. Once the Title is updated, click on Save button.
14. The system will generate a confirmation message saying that the ‘Document Type updated Successfully’ and the updated name will be displayed in the listing.
15. To remove the existing Document Type, click on the Delete icon.
16. After Clicking on Delete, the system will ask for confirmation before deleting. Click on Delete to remove the Document Type.
17. The system will generate a confirmation message, and the Document Type will be removed from the list.
18. To print the list of available Document Types, click on the Print icon.
19. After clicking on the Print icon, a page will open with the print window containing the list of available Document Types. The user can print the data using the desired options.
20. To export the list of available Document Types, click on the Export icon.
21. By clicking on the Export icon, a pop-up window will open with different options. The user can export the data using the desired options.
22. The Document Types will be exported according to the selected option, and the CSV file will be saved in the designated location.
The following are the steps to add/edit/delete Department in the system:
1.Navigate to the ‘SETUP’ tab and click on ‘System Setup’ in the left-side panel.
2. Click on the ‘Department’ option in the System Setup menu.
3. Users can search for a specific Department by typing in the search area.
4. The page ‘Setup – Life – System Setup – Department’ will open, displaying existing Department along with details including Name, Description, Created By, Create Date and Action under the ‘Department’ tab.
5. Click the ‘Add Department’ icon to add a new Department.
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
Form Creator is a feature that allows users to design and build custom forms. These forms are typically used by the sales or support teams to enter information into the CRM system manually.
The following are the steps to utilizing the Form Creator feature:
1. Navigate to the ‘SETUP’ tab and click on ‘System Setup’ in the left-side panel.
2. Click on the ‘Form Creator’ option in the System Setup menu.
3. Users can also search for the ‘Form Creator’ option by typing in the search bar.
4. A new page ‘Setup – Life – System Setup – Form Creator’ displaying the existing Forms with field details including Form Name, Title, Description, Created By, Status, Create Date and Action under the ‘Form Creator’ tab will open.
5. Pagination and sorting features are available on this page. ● Users can set the view to display 10, 20, 25, 50, 75, or 100 forms per page, as needed. ● Sorting features are available on the Form Name, Title, Description, Created By and Created Date fields. Users can set the form listing in ascending or descending order by clicking on the field names. By default, this listing is sorted in ascending order by Create Date.
6. Click the ‘Create Form’ icon to add a new Form.
7. A pop-up window ‘Life – Add Form’ will open, containing four steps ‘Add Form’, ’Add Fields’, ‘Set Sequence’, and ‘Add Separator’. ● The first step of the ‘Add Form’ contains the following fields: Form Title, Description, Form For, Select Default SFA (dropdown), Select Default Pipeline (dropdown), Form Status, In Column, and Show This Form. ● Fields marked with an asterisk are mandatory. In this case, the mandatory fields are Form Title, Form For, Form Status, In Column, and Show This Form.
8. Complete the details on the pop-up page: ● Form Title: Enter the desired Form Title. This field allows alphabetical, numerical, spaces and special characters except html tags (< and >). (Limit is a maximum of 35 characters). ● Description: A description for the Form needs to be added in accordance with the Form Title. (Limit is a maximum of 500 characters) ● Form For: This field has three options—Add, Edit, and View. Each option functions separately. The Add option is selected by default and remains selected. i. If the form is created using the ‘Add’ option, the Form Number will begin with ‘CF’. Additionally, once the form is created using this option, it will be placed according to the selection made in the ‘Show This Form’ drop-down menu. ii. If the form is created using the ‘Edit’ option, the Form Number will begin with ‘UF’. Additionally, when the form is created using this option, the user can add and update details for the form, regardless of where it is placed, based on the selection made in the ‘Show This Form’ drop-down option. iii. If the form is created using the ‘View’ option, the Form Number will begin with ‘VF’. Additionally, when the form is created using this option, the user can only view the details for the form, regardless of where it is placed, based on the selection made in the ‘Show This Form’ drop-down option. ● Default SFA: This field will only be enabled when the ‘Add’ option is selected for the ‘Form For’ field. Select the SFA name from the dropdown menu. When a profile is generated using the ‘Add Case’ or ‘Web Form’ option, that profile will be moved to the selected SFA folder. ● Default Pipeline: This field will only be enabled when the ‘Add’ option is selected for the ‘Form For’ field. Select the Pipeline name from the dropdown menu. When a profile is generated using the ‘Add Case’ or ‘Web Form’ option, that profile will be moved to the selected Pipeline. ● Form Status: This field has two options: Active and Inactive. When the Active option is selected, the form will be available in the locations as per the setup. With the Inactive option selected, the form will not be applicable anywhere. Select the desired option. ● In Columns: This field has three options: 1, 2, and 3. The form will be generated in the column corresponding to the selected option. Select the desired option. ● Show This Form: i. If the ‘Add’ option is selected for the field ‘Form For’, the following three options will be enabled in this drop-down: None, Add Case, and Web Form. a. With the None option, the form will not be applicable anywhere. b. With the Add Case option, the form will be available under the CASES > Left side Add Case menu. c. With the Web Form option, the form will be available under SETUP > Lead Generation > Web Forms > Add Web Form page. ii. If the ‘Edit’ or ‘View’ option is selected for the field ‘Form For’, the following four options will be enabled in this drop-down: None, Quick Profile > Tabs, Quick Profile > Top right sub header and Information Tab. With the Edit option, the form will be editable, and with the View option, the form will not be editable. a. With the None option, the form will not be applicable anywhere. b. With Quick Profile > Tabs option the form will be available under the Cases > Any case’s Quick Profile. c. With Quick Profile > Top right sub header option the form will be available under the Cases > Any case’s Header Menu > Top right sub header d. With Information Tab the form will be available under the Cases > Any case’s Information Tab. For example, the form here is created with the following options: ● Form For with Add option ● Active Status ● 3 Columns ● Show this form with Add Case option
9. Once all details are entered and options selected from the dropdown, click on the Next button.
10. After clicking on Next, the system will generate a confirmation message that the form has created successfully. The form will then be available in the listing, and the system will redirect to the next step to add fields to the form.
● Here, the form is created using the ‘Add’ option, the Form Number starts with ‘CF’.
11. The system will display a list of available fields in the next step to add fields to the form. The user can view the list of fields by clicking on the down arrow for any field group. Click on the down arrow to reveal the fields for selection then select the required fields and click on the Next button.
12. After selecting the required fields and clicking the ‘Next’ button, the system will redirect to the next step to set the sequence of the fields. By selecting the six-dot icon before the field name, the user can rearrange the sequence of the fields as needed.
13. The user can set the mandatory fields at this step. By default, First Name, Last Name, and Email are required fields under the ‘Value Required’ section. These three fields cannot be changed to optional; therefore, the checkboxes for these fields are selected by default and are uneditable. The user can add more fields as mandatory from the remaining available fields. ● Here, the checkboxes for Date of Birth and Gender are selected under the ‘Value Required’ section, making both fields mandatory. This brings the total to 5 mandatory fields for the form. These two fields are optional to set as mandatory, and their checkboxes are blue and editable
14. After selecting the mandatory fields and arranging the sequence, click on the ‘Next’ button.
15. After clicking the ‘Next’ button, the system will display a confirmation message stating, ‘Form fields updated successfully,’ and the page will redirect to the next step to add a separator and review the form preview.
16. On this page, the user can create different sections of fields by selecting a field from the dropdown. For example, if Date of Birth is selected from the Add Separator Before fields drop down, the system will divide the fields into two sections: the first section includes the fields before Date of Birth, and the second section includes the fields on or after Date of Birth.
17. After selecting the field to separate the sections, enter a separator name. The section of fields separated by the Date of Birth will display the header entered in the separator title field. Next, select the column in which the user wants to divide the next section. These selections will apply only to the next section that is separated by the Date of Birth. After completing the selection and adding values in the fields, click the ‘Add’ button.
18. After clicking the ‘Add’ button, the system will display a confirmation message stating, ‘Feature Forms created successfully’. The form will then be added to the listing on the same page, with details including Separator Before, Separator Title, Columns, and Action.
19. Users can add multiple separators for the same form. In this case, an additional separator is created with the ‘Gender’ field. As a result, the form will be divided into three sections based on the selections. The first section will begin with the ‘First Name’ field, the second section will start with the ‘Date of Birth’ field, and the third section will begin with the ‘Gender’ field.
20. For each separator, there are two options under the ‘Action’ header: Edit and Delete. The user can update the separator details by using the ‘Edit’ button. Click on the ‘Edit’ button to update the separator details.
21. Once the separator details are updated, the system will generate a confirmation message stating that the Feature Forms have been updated successfully. ● In this case, we have updated the field from ‘Gender’ to ‘SSN’ for the second separator.
22. By clicking the Delete button, the user can remove the unwanted separator. Click the Delete button to delete the separator.
23. After clicking on Delete, the system will prompt for confirmation before deleting.
24. Click Delete to remove the selected separator.
25. The system will generate a confirmation message stating that, ‘Feature Forms deleted successfully,’ and the separator will be removed from the list.
26. There is an option called ‘Preview’ on the same page. With this option, the user can review the created form and apply any required changes before finalizing it.
27. Click the Preview button to review the created form.
28. After clicking the Preview button, a new page will open, and the form will be displayed with all settings according to the user’s selection of fields, field sequence arrangement, and addition of separators.
29. As per the criteria set during the form creation, the option ‘Add Case’ is selected from the ‘Show This Form’ dropdown, so this form is available under the CASES > Add Case menu.
30. If the ‘Edit’ or ‘View’ option is selected for the ‘Form For’ field, and ‘Quick Profile > Tabs option is selected from the ‘Show This Form’ dropdown, the form will be available under Cases > Any case’s Quick Profile.
31. If the ‘Edit’ or ‘View’ option is selected for the ‘Form For’ field, and ‘Quick Profile > Top right sub header’ option is selected from the ‘Show This Form’ dropdown, the form will be available under Cases > Any case’s Header Menu > Top right sub header.
32. If the ‘Edit’ or ‘View’ option is selected for the ‘Form For’ field, and ‘Information Tab’ option is selected from the ‘Show This Form’ dropdown, the form will be available under Cases > Any case’s Information Tab.
33. Once the form is created, it will be available under the ‘Form Creator’ tab. There will be four options available: Preview, View, Edit, and Delete. To preview the form, click on the Preview button.
34. After clicking the Preview button, a pop-up window will open, and the user can preview the created form view.
35. To view the setup of the form, click on the View button.
36. After clicking the View button, a pop-up window will open, and the user will only be able to view the setup of the created form for form details, fields, sequence and separator.
37. To edit the setup of an existing form, click on the Edit button.
38. After clicking the Edit button, a pop-up page will open, and the user can update the setup of the selected form. The user can update the form details, fields, sequence and separator also.
39. Update the value for any field. For example, here we have updated the place for this form by changing the value in the ‘Show this Form’ dropdown from ‘Add Case’ to ‘Web Form’. Then, click the Next button.
40. After clicking on the Next button, the system will generate a confirmation message stating that the Forms updated successfully, and the page will be redirected to the next step to edit the fields. The user can edit the fields, sequence, and separator as required and apply the necessary changes. Here, we have only changed the place for this form.
41. Now the place will be changed, and this form will be available under Setup > Lead Generation > Web Forms.
42. Locate the Setup > Lead Generation section and click on Web Form. The form will be available under the ‘From’ dropdown.
43. To remove the existing Form, click the Delete icon on the right hand side of the window.
44. After clicking Delete, the system will prompt for confirmation before deleting.
45. Click Delete to remove the selected Form.
46. The system will generate the confirmation message ‘Forms deleted successfully,’ and the Form will be removed from the list.
Trigger Action –A trigger action refers to an event or condition that causes a specific action to occur automatically. These triggers are typically used to automate processes or workflows based on certain criteria.
The following are the steps to manage Trigger Action:
1. Navigate to the ‘SETUP’ tab and click on ‘System Setup’ in the left-side panel.
2. Click on the ‘Trigger Action’ option in the System Setup menu.
3. Users can search for the Trigger Action option by typing in the search area.
4. A new page titled ‘Setup – Life – System Setup – Trigger Action’ will open, displaying the existing Triggers along with field details such as Trigger Name, Created Date, Created By, Activation Date and Actions under the ‘Trigger Action’ tab.
5. Click the ‘Add Trigger Action’ icon on the right side of the window to add a new Trigger Action.
6. A pop-up window titled ‘Life – Add Trigger’ will open, containing fields for ‘Name’ and ‘Description’, along with sections for ‘Criteria’ and ‘Action’. The Save and Cancel buttons are also available on the same page. ● Fields with an ‘*’ sign are mandatory. In this case, Trigger Name, Description, all fields of Criteria section and all fields of Action section are mandatory fields.
7. Please fill in the details on the pop-up page. ● Name: Enter the desired Trigger Action name. [Trigger Name field allows alphabet, number, space and following symbol: -_’& only] and (Limit is a maximum of 50 characters) ● Description: A description for the Trigger Action needs to be added in accordance with the Trigger Action name. (Limit is a maximum of 500 characters)
8. Users need to set criteria for the trigger. ● Criteria are the conditions that define when and how the trigger should be activated. These conditions can be based on predefined events or data. ● There is a separate section under the header ‘When this happens’, which includes different fields such as: i. First Drop Down: This dropdown will display a list of available fields in the system from the parent forms under both tabs in Cases: Information > Default and Information > Custom Fields. (This dropdown will not include the fields of parent forms through which more than one entry of data can be saved). [If a non-date-related field is selected from the first dropdown, two additional options need to be selected from the second and third/fourth dropdowns. If a date-related field is selected, three additional options must be selected from the second, third, and third/fourth dropdowns.] ii. Second Drop Down: This dropdown will display the options to set criteria based on the selected fields from the first dropdown, which include ‘Changed From’, ‘Changed To’, ‘Changed’, and ‘Received/Value Added’. iii. Third Drop Down: This dropdown will be enabled only if a date-related field is selected from the first dropdown. It will then display options to set criteria, including ‘Today + Days’, ‘Today – Days’, ‘Fixed Date’, and ‘Other Fields’. iv. Third/Fourth Drop Down or Text Field: This option will be enabled based on the selections made in the first, second, and third (if enabled) dropdowns. For this option, the user is required to either select an option from the dropdown or enter specific values in the text box, depending on the available options.
● For example, a trigger is created based on Gender. When the Gender value is changed from ‘Female’ to ‘Male’, this trigger will be executed. ● Please select ‘Gender’ from the Personal Information parent form fields from the first drop down.
● If a non-date-related field is selected in the first dropdown, the date-specific option dropdown will not be enabled. ● Since a non-date-related field is selected, only two fields are required to set the trigger. ● Please select the ‘Changed From’ option from the second dropdown menu.
● Then, please select the value ‘Female’ from the last dropdown menu.
● The first criteria setup is completed as follows: o When the gender is changed from Female. ● There is an option to set multiple criteria for the same trigger action. ● To add multiple criteria, click the + sign, and a new row will appear with the same fields under the “AND” header. ● If needed, the user can define the criteria in this new row, and both criteria will be applied to the trigger when it runs. ● So, by using the + sign, the user can set multiple criteria, and all criteria will be applied with an AND condition.
After completing the field selection under the criteria section, the action must now be set. ● Action: Actions are tasks or operations that are automatically executed once the specified criteria or conditions are met. When the conditions are fulfilled, the action is “triggered” and carried out without the need for manual intervention. ● There is a separate section under the header ‘Then do this’, which includes different fields such as: i. First Drop Down: This dropdown will display a list of available fields in the system from the parent forms under both tabs in Cases: Information > Default and Information > Custom Fields. (This dropdown will not include the fields of parent forms through which more than one entry of data can be saved). ii. Second Drop Down: This dropdown will display the options ‘Equals’ or ‘Equals and Remove Fields Value’ based on the field selected in the first dropdown. The user needs to select one of these options from the dropdown. [If the user selects the ‘Equals’ option, the third and fourth dropdowns will be enabled. If the user selects the ‘Remove Fields Value’ option, the third and fourth dropdowns will not be enabled.] iii. Third Drop Down (if enabled): If a date-related field is selected from the first dropdown, this dropdown will display options to set criteria, including ‘Today + Days’, ‘Today – Days’, ‘Fixed Date’, and ‘Other Fields’. If a non-date-related field is selected, the dropdown will display options to set criteria, including ‘Fixed Value’ and ‘Other Fields’. The user needs to select one of these options from the dropdown. iv. Fourth Drop Down or Text Field (if enabled): For this option, the user is required to either select an option from the dropdown or enter specific values in the text box, depending on the available options. ● For example, a trigger is created based on Gender. When the Gender value changes from ‘Female’, this trigger will be executed, and the case will be moved to the specified SFA folder. ● Please select the ‘SFA Folder’ field from the first dropdown.
● The next dropdown will display options based on the field selected in the first dropdown. ● Select the ‘Equal’ option from the second dropdown.
● The next dropdown will display options based on the field selected in the first and second dropdowns. ● Select the ‘Fix Value’ option from the third dropdown.
● The next dropdown will display options based on the fields selected in the first, second and third dropdowns. ● Select the specific SFA Folder name from the fourth dropdown.
● The ‘Rerate To Mail’ SFA folder name is selected.
● The first action is set as follows: o Based on the set criteria, when the gender is changed from Female for a particular case, the action will be triggered, and that case will be moved to the “Rerate To Mail” SFA Folder. ● Similarly, multiple criteria can be set, and multiple actions can also be defined for the same trigger action. ● To add multiple actions, click the ‘+’ sign, and a new row will appear below the first action row with the same fields. ● By clicking the ‘+’ sign, multiple actions can be configured to run with the trigger. ● If needed, the user can define the action in this new row, and all actions will be applied when the trigger runs. ● Using the ‘+’ sign, the user can set multiple actions, and all actions will be applied with an AND condition. ● After completing the criteria selection and setting the actions, click on Save button.
9. The system will generate a confirmation message indicating that the Trigger created successfully, and the newly created Trigger Action will now be available on the list.
10. There are four options available for each Trigger Action under the Action heading: Toggle to Disable/Enable, Edit, Copy, and Delete. ● Toggle to Disable/Enable: The newly added trigger will have a disabled status by default. Click the toggle to enable the trigger, and the color will change to green. Until the status is enabled, the trigger will not execute. ● Edit: The user can update the details, reset the criteria, or reset the action of the selected trigger action. ● Copy: The user can create a duplicate trigger with a different name. ● Delete: By clicking on Delete, the user will remove the selected trigger.
11. Click the Enable/Disable toggle to enable the trigger.
12. The system will generate a confirmation message to enable this trigger. Click on Enable.
13. The system will generate a confirmation message indicating that the trigger is enabled successfully, and the color is changed to green for that trigger.
14. Go to the Cases tab and select any profile. Currently, no SFA is assigned to this profile.
15. Open the Information tab for the selected profile and check the current value of the gender field is Female.
16. Change the gender value from Female to Male and click Save.
17. The system will generate a confirmation message indicating that the information has been updated successfully.
18. The trigger has run, and the selected case has been moved to the ‘Rerate To Mail’ SFA folder as set in the trigger.
19. Users can update the criteria and action for a created Trigger Action by clicking the edit icon next to the Trigger Action on the right hand side.
20. A pop-up window titled ‘Life – Edit Trigger’ will open, displaying the existing field values for criteria and action. Update the values as needed. For example, in this case, we are updating the SFA folder name under the Action section: change the SFA folder value from ‘Rerate to Mail’ to ‘Rerate – Send Close’ and click Save. Now, when the user updates the gender value from Female, the case will be moved to ‘Rerate – Send Close’ instead of ‘Rerate to Mail’.
21. Change the option for the SFA Folder and click Save.
22. The system will generate a confirmation message that the trigger has been updated successfully.
23. To create a duplicate trigger, click on ‘Copy’ for the trigger the user wants to duplicate.
24. A pop-up window titled ‘Life – Copy Trigger’ will open, pre-filled with the same criteria and action settings from the selected trigger. The description will also remain the same as the selected trigger, but the Name field will be blank.
25. Enter the new Trigger name and click on Save. (User can update the criteria and actions as needed)
26. The system will display a confirmation message indicating that the trigger has been created successfully and the newly created Trigger Action will now be available on the list.
27. To remove the existing trigger, click the Delete icon on the right hand side of the window.
28. After clicking on Delete, the system will prompt for confirmation before deleting.
29. Click Delete to remove the selected Trigger.
30. The system will generate a confirmation message saying, ‘Trigger deleted successfully,’ and the trigger will be removed from the list.
31. Additionally, pagination and sorting features are available on this page. ● Users can set the view to display 10, 20, 25, 50, 75, or 100 triggers per page, as needed. ● Sorting features are available on the Trigger Name field. Users can set the trigger sequence in ascending or descending order by Trigger Name.
The WhatsApp Template category is used to categorize WhatsApp messages such as business communications, sales support, customer support, updates, seasonal greetings, personal messages, and networking.
The following are the steps to manage the WhatsApp Template Categories:
1. Navigate to the ‘SETUP’ tab.
2. Select ‘System Setup’ from the left-hand panel and a pop-up window will appear.
3. Select the ‘Template Category’ option.
4. The user can search for the ‘Template Category’ setup by entering keywords in the search field.
5. A new page titled ‘Setup – System Setup – Template Category’ will open, displaying the WhatsApp Template Category by default.
6. This page will show fields including Category Name, Description, Created By, Creation Date, and Action.
7. Click the ‘Add WhatsApp Template Category’ icon on the right side of the window to add a new WhatsApp template category.
8. A pop-up window titled ‘Add WhatsApp Template Category’ will open, containing fields such as ‘Name’, ‘Description’, and ‘Do you want to add an unsubscribe link to the end of the SMS in this category?’ along with ‘Save’ and ‘Close’ options at the bottom. ● Fields marked with an asterisk are mandatory. ‘Name’ and ‘Description’ are required fields.
9. Fill in the fields and click the ‘Save’ button: ● Name: Enter the desired name for the WhatsApp Template Category. The maximum length is 30 characters. ● Description: Provide a description for the WhatsApp Template Category that aligns with its name. The maximum length is 100 characters.
10. The system will display a confirmation message indicating that the WhatsApp Template Category was created successfully, and the newly created category will appear in the list.
11. Under the ‘Action’ heading, three options are available for each WhatsApp Template Category: View, Edit, and Delete. ● View: The user can see the details of the selected WhatsApp Template Category. ● Edit: The user can modify the selected WhatsApp Template Category. ● Delete: By clicking ‘Delete’, the user can remove the selected WhatsApp Template Category. The Delete option is only available for categories which are not used.
12. Click the ‘View’ icon to see the details of the selected WhatsApp Template Category.
13. A pop-up window will appear where all the fields are read-only, allowing the user to view the details without making any changes. After viewing the information, click the ‘Cancel’ button to close the pop-up.
14. Click the ‘Edit’ icon, the second option in the Action column on the right side of the WhatsApp Template Category (highlighted by a red box), to modify the details of the WhatsApp Template Category.
15. A pop-up window titled ‘Edit WhatsApp Template Category’ will appear, allowing the user to update the details of the WhatsApp Template Category.
16. Update the details as needed. For example, change the ‘Description’ and click the ‘Save’ button.
17. A confirmation message will appear, indicating that the WhatsApp Template Category has been updated successfully.
18. The user can remove the WhatsApp Template Category by ‘Delete’ option. The Delete icon is only available for categories which are not used. Click the ‘Delete’ icon, the last option in the Action column on the right side of the WhatsApp Template Category (highlighted by a red box), to remove the WhatsApp Template Category from the list.
19. Click the ‘Delete’ option in the confirmation message to proceed with removing the WhatsApp Template Category from the list.
20. A confirmation message will appear, indicating that the WhatsApp Template Category has been deleted and is no longer available on the list.
The SMS Template category is used to categorize SMS such as business communications, sales support, customer support, updates, seasonal greetings, personal messages, and networking.
The following are the steps to managing the SMS Template Categories :
1. Navigate to the ‘SETUP’ tab.
2. Select ‘System Setup’ from the left-hand panel and a pop-up window will appear.
3. Select the ‘Template Category’ option.
4. The user can search for the ‘Template Category’ setup by entering keywords in the search field.
5. A new page titled ‘Setup – System Setup – Template Category’ will open, displaying the SMS Template Category by default. Click on the SMS tab.
6. A new page will open showing the SMS Template Categories. This page will show fields including Category Name, Description, Created By, Creation Date, and Action.
7. Click the ‘Add SMS Template Category’ icon on the right side of the window to add a new SMS template category.
8. A pop-up window titled ‘Add SMS Template Category’ will open, containing fields such as ‘Name’, ‘Description’, and ‘Do you want to add an unsubscribe link to the end of the SMS in this category?’ along with ‘Save’ and ‘Close’ options at the bottom. ● Fields marked with an asterisk are mandatory. ‘Name’ and ‘Description’ are required fields.
9. Fill in the fields and click the ‘Save’ button:
● Name: Enter the desired name for the SMS Template Category. The maximum length is 30 characters. ● Description: Provide a description for the SMS Template Category that aligns with its name. The maximum length is 100 characters.
10. The system will display a confirmation message indicating that the SMS Template Category was created successfully, and the newly created category will appear in the list.
11. Under the ‘Action’ heading, three options are available for each SMS Template Category: Disable/Enable, Edit, and Delete.
● View: By clicking ‘View’, the user can see the details of the selected SMS Template Category. ● Edit: By clicking ‘Edit’, the user can modify the selected SMS Template Category. ● Delete: By clicking ‘Delete’, the user can remove the selected SMS Template Category. The Delete option is only available for categories which are not used.
12. Click the ‘View’ icon to see the details of the selected SMS Template Category.
13. A pop-up window will appear where all the fields are read-only, allowing the user to view the details without making any changes. After viewing the information, click the ‘Cancel’ button to close the pop-up.
14. Click the ‘Edit’ icon, the second option in the Action column on the right side of the SMS Template Category (highlighted by a red box), to modify the details of the SMS Template Category.
15. A pop-up window titled ‘Edit SMS Template Category’ will appear, allowing the user to update the details of the SMS Template Category.
16. Update the details as needed. For example, change the ‘Description’ and click the ‘Save’ button.
17. A confirmation message will appear, indicating that the SMS Template Category has been updated successfully.
18. The user can remove the SMS Template Category by ‘Delete’ option. The Delete icon is only available for categories which are not used. Click the ‘Delete’ icon, the last option in the Action column on the right side of the SMS Template Category (highlighted by a red box), to remove the SMS Template Category from the list.
19. Click the ‘Delete’ option in the confirmation message to proceed with removing the SMS Template Category from the list.
20. A confirmation message will appear, indicating that the SMS Template Category has been deleted and is no longer available on the list.
The Documents Library Category helps organize and classify documents based on their content or purpose.
The following are the steps to manage the Documents Library:
1. Navigate to the ‘SETUP’ tab and click on ‘System Setup’ in the left-side panel.
2. Click on the ‘Documents Library Category’ option in the System Setup menu.
3. Users can search for the Documents Library Category option by typing in the search area.
4. A new page titled ‘Setup – Life – System Setup – Documents Library Category’ will open, displaying the existing Document Library Categories along with details of fields such as Category name, Description, Created By, Create Date and Action under the ‘Documents Library Category’ tab. There are three available options: Add, Print, and Export.
5. Click the ‘Add Documents Library Category’ icon to add a new Documents Library Category.
6. A pop-up window titled ‘Life – Add Documents Library Category’ will open, containing fields for ‘Category Name’ and ‘Description’, additionally ‘Save’ and ‘Cancel’ options available at the bottom.
Fields with an ‘*’ sign are mandatory. In this case, Category Name is a mandatory field. ● Category Name: Enter the desired Category Name. (Limit is a maximum of 100 characters) (This field allows to enter alphabet, space and single quote only) ● Description: A description for the Documents Library Category needs to be added in accordance with the Category name. (Limit is a maximum of 100 characters)
7. Fill in the details and click the ‘Save’ button to continue.
8. The system will generate a confirmation message saying ‘Document Library Category created Successfully’ and the newly added Documents Library Category will now be available on the list.
9. There are two options available for each Category under the Action heading: Edit and Delete or Lock. For newly created categories, the Edit and Delete options will be available by default. ● Edit: By clicking on the Edit icon, the user can edit the details of the selected Category. ● Delete or Lock: By clicking on Delete, the user can remove the selected category. However, once the category is assigned to any document, the option will change from Delete to Lock. The Delete option will remain available until the category is assigned to any document.
10. The newly added Category will be available on the CASES tab > Case > Documents Library > Document Category Drop down.
11. The user can save a Document under this newly added Document Library Category.
12. Once the category is assigned to any document, the option will change from Delete to Lock, and it can no longer be deleted.
13. Users can update the values for the created Category by clicking the edit icon for the selected Category.
14. A new pop-up window titled ‘ Life – Edit Documents Library Category’ will be opened with the existing fields value. Update the values for the Category as needed. For example, in this case, we are updating the category name. Once the category name is updated, click on Save.
15. The system will generate a confirmation message saying ‘Documents Library Category updated Successfully’. The updated name will be displayed in the listing.
16. Category names will be updated in the CASES Tab > Case > Documents Library > Category Drop down.
17. Category names will also be updated in the existing document listings under CASES Tab > Case > Document Library > Document Library List, where this category has already been assigned.
18. To remove the existing Category, click on the Delete icon. (If a category is assigned to any document, it cannot be deleted.) (To explain the delete function here we have created another category which is HR Document Category and not assigned any documents).
19. After Clicking on Delete, the system will generate a pop-up to confirm before deleting.
20. Click on delete to remove this Category.
21. The system will generate a confirmation message “Documents Library Category deleted successfully,” and the Category will be removed from the list.
22. This Category will no longer be displayed in the CASES Tab > Case > Documents Library > Category Drop down.
23. To print the list of available categories, click on the Print icon.
24. By clicking on the Print icon, a new page will be displayed with the print window containing the list of available categories. The user can print the data using the desired options.
25. To export the list of available categories, click on the Export icon.
26. By clicking on the Export icon, a pop-up window will open with different period options. The user can export the data using the desired options. Select the required period and click on ‘Export’.
27. Records will be exported according to the selected option, and the CSV file will be saved in the designated location.
The Custom tab is used to view fields and can be configured through SETUP > Quick Profile > Custom. The system allows users to add or edit the fields in the Custom view.
The following are the steps for managing the Custom view:
1. Navigate to ‘SETUP’ and click the ‘Custom’ tab.
2. After clicking on ‘Custom’ the tab will open, displaying the default groups and fields which are loaded by Admin/Upper Level. The user cannot edit these fields but can add a new group and fields within it.
3. The ‘Custom’ fields will be seen under the ‘Quick Profile’ in Cases.
4. By using the ‘Add Custom Group’, the user can add a group. Click on the ‘Add Custom Group’.
5. After clicking the ‘Add Custom Group’ icon, a pop-up will open.
6. Select option ‘Fields.’ Add ‘Custom Group Name’ and click on the ‘Save’ button.
7. There will be a confirmation message ‘Custom group created successfully’ and the newly created custom group will display in the list.
8. Click on the down arrow to open the options.
9. The user can add fields as required.
10. After adding fields, the custom group will show like this:
11. Go to the ‘Cases’ tab and open a case. Select the ‘Quick Profile’ and the user can check the created custom group and fields are there.
12. The user can edit the information using the Edit icon.
13. The custom group will open in edit mode.
14. The user can make any required changes and click the Save button.
15. There will be a confirmation message ‘Custom group updated successfully.’
16. The user can remove the custom group using the ‘Delete’ icon.
17. There will be a confirmation message asking ‘Are you sure you want to delete?’ Select the ‘Delete’ button.
18. The custom group will be removed from the list and there will be a confirmation message ‘Custom group removed successfully.’
19. To add multiple entry fields, the user can add ‘Modules or Multi entry Field Group’.
20. Select ‘Module or Multi entry Field Group’, Add the information for the group and Click on the Save button.
21. The Module or Multi entry Module or Multi entry Field Group will be saved in the list.
22. Go to the Cases tab and open a case. Open ‘Quick Profile’ and the user can check the created Module or Multi entry Field Group and field there.
23. To add the information in the custom group, go to the Information > Custom > Beneficiary tab.
The Field Group provides a comprehensive way to manage and customize both Groups and fields in a member’s profile. It allows the user to easily add new Groups and fields, modify existing ones, and update information based on user’s specific requirements. This ensures that member profiles remain up-to-date and are tailored to capture the most relevant data, ultimately improving the overall management and organization of member information.
The following are the steps to manage the Field Group:
1. Navigate to the ‘SETUP’ tab and click on ‘System Setup’ from the left-side panel.
2. A pop-up bar will appear. Select the ‘Field Group’ option.
3. The Field Group page will load, displaying a list of existing Field Groups.
4. To create a new Field Group or add a new Field to an existing Field Group, click the ‘Add Field Group’ icon.
5. A new pop-up page will appear for adding a Field Group, with the ‘Group’ field selected by default.
6. The user can add a Group, Field or Form with the help of this page.
7. First, add a Group, which is selected by default.
8. Enter the Group Name. This field is mandatory, can contain up to 30 characters, and does not allow special characters.
9. Select an option from ‘Required Multiple Entry’. Choose ‘Yes’ if multiple entries are required for the form, or ‘No’ if only a single entry is needed.
10. Select the page where the form should be displayed. You have two options: ‘Default’ and ‘Custom’.
11. Select an option from ‘No’ for question ‘Would you like to display this group as read-only under information?’. Choose ‘Yes’, if this group need to be read-only.
12. Select an option from ‘No’ for question ‘Would you like to hide this group under information?’. Choose ‘Yes’, if this group need to be hidden.
13. Once all the details are entered, click the ‘Save’ button.
14. A confirmation message will appear, indicating that the custom group was created successfully, and the newly created Field Group will be displayed in the list.
15. To view the newly created Custom Group, go to CASES > Recent Case > Information. Then, navigate to the Custom tab, where the Custom Group was created. Since no fields have been added yet, you will see ‘No data found’ in the Custom Group.
16. The newly created Field Group has two available options: a. Edit b. Delete
17. To edit a Field Group, click the ‘Edit’ icon.
18. The Field Group will open in the edit pop-up page. After making the required changes, click the Save button. If no changes are needed, click the ‘Cancel’ button.
19. A confirmation message will appear, indicating that the Case Custom Group has been successfully updated.
20. If the Custom Group is no longer needed, it can be deleted using the delete functionality. The Delete button will only be available for Custom Groups that do not contain any fields. Once fields are added, the Custom Group cannot be deleted. In this case, only the newly created Custom Group will have the delete button, as it contains no fields. Click the Delete icon to remove the Custom Group.
21. A confirmation prompt will appear asking, ‘Are you sure you want to delete?’ Click the Delete button to proceed.
22. A confirmation message will appear, indicating that the Custom Group has been successfully deleted, and it will be removed from the list.
23. To view the custom fields in the Custom Group, click on the name of the Custom Group.
24. Since there are no fields in this Custom Group, a message saying ‘No data found’ will appear when you open it.
25. To create fields in the Custom Group, click on the ‘Add Field Group’ icon.
26. The ‘Add Field Group’ pop-up page will open with the ‘Group’ option selected by default. Select the ‘Field’ radio button.
27. A new pop-up page will open to add a new Custom Field for the Custom Group, featuring a checkbox for ‘Initial Group Field’ and fields for ‘Group’, ‘After’, ‘Name’, ‘Type’, ‘Maximum Length’, and ‘Require’, along with ‘Save’ and ‘Cancel’ buttons at the bottom.
28. Fill in all the required information to create a new field and click the ‘Save’ button: a. Initial Group Field Check box: If the field needs to be the first field of the group, select this checkbox. b. Group: Select the group to which this field belongs. c. After: Specify after which field this new field should appear. If the ‘Initial Group Field’ checkbox is selected, this option will be greyed out and unavailable. d. Name: Enter the name of the field. e. Type: Choose the type of field based on your needs (e.g., text box, text area, checkbox). f. Maximum Length: Define the maximum length of text allowed in this field. This will change based on the field type. If the type is a checkbox, it will change to ‘Default Values Separated by commas.’ g. Require: Choose whether the field is a compulsory field in the group. Select ‘Yes’ if it is a required field, or ‘No’ if it is not. h. Validation: Select the appropriate validation for the field (e.g., Alphanumeric, space, symbol (._’&), Alphabet, Dash, Underscores). If no validation is needed, select ‘No Validation’.
29. A confirmation message will appear saying, ‘Custom Field created successfully’, and the newly created Custom Field will be displayed under the Custom Group listing.
30. To view the Custom Field in the member’s profile that was just created, go to CASES > Recent Case > Information > Custom > Health Insurance Information.
31. Similarly, create other Custom Fields following the same process as outlined above.
32. Check the Custom Group and its custom fields in the Recent Case to ensure they have been added correctly.
33. There are 3 options for the Custom Field that appear when the mouse hovers over the fields: a. View b. Edit c. Delete
34. The Edit and Delete options will only be available for fields that do not have any data in them. If a member has data in the field, only the View button will be available, and the Edit and Delete options will be disabled.
35. Using View functionality, the user can view the Custom Field. Simply click on the ‘View’ icon.
36. The Custom Field will open in view mode, and the user will not be able to make any changes, as the fields will be read-only. After viewing the field, click on the ‘Cancel’ button at the bottom to exit the popup.
37. Using the Edit functionality, the user can modify the existing Custom Field. Click on the ‘Edit’ icon to begin.
38. The Custom Field will open in Edit mode, and all fields will be editable. Make the necessary changes and click the ‘Save’ button. If no changes are required, simply click the ‘Cancel’ button to exit this popup.
39. A confirmation message will appear saying, ‘Custom Field updated successfully’ once the changes are saved.
40. If the Custom Field is no longer needed, the user can remove it using Delete functionality. Click on the ‘Delete’ icon to remove the Custom Field from the form.
41. A confirmation prompt will appear with the message, ‘Are you sure you want to delete?’ Click on the ‘Delete’ option to confirm.
42. A confirmation message will appear saying, ‘Custom Field deleted successfully’, and the field will be removed from the list.
43. Check the member’s profile to ensure that the removed Custom Field is no longer available.
44. To create a Form, click on the ‘Add Field Group’ icon.
45. The ‘Group’ field will be selected by default. Select the ‘Form’ field radio button.
46. A new pop-up page will open for the Form field, displaying the message: ‘No Group available to add form.’ ‘Please create the Group first by selecting the Group radio button.’ This message appears because there is no Custom Group available that doesn’t already have Custom Fields. To resolve this, we need to create a Custom Group without adding any fields to it, following the same steps as above.
47. To create a new Custom Group, click on the ‘Add Field Group’ icon again.
48. The ‘Group’ field will be selected by default.
49. Add all the necessary details for the new Custom Group and click the ‘Save’ button.
50. The new Custom Group is created successfully and will be available in the listing.
51. Once the Custom Group is created, click on ‘Add Field Group’ again.
52. Select Form from the Add Field Group pop-up page. The message will now change to: ‘No Form(s) are available to add.’ ‘Please create the form from System Setup > Form Creator.’ Since the Custom Group has been created but no form is available that hasn’t been used elsewhere, you will need to create a new form.
53. To create a new form, go to Setup > System Setup > Form Creator and click on Create Form.
54. A new pop-up page will open, allowing you to add a new form to the system.
55. Add all the required information and Click on Next button: • Form Title: Enter the title of the form in this field. • Description: Add the description of the form in this field. • From For: This field differentiates how the form will be used — add, edit, or view only. It has 3 options: o Add o Edit o View • (Select Edit, as “Add” forms are not available for Custom Fields. The user can use Edit and View options for custom fields.) • Form Status: Indicates whether the form is active or inactive. (Select Active.) • In Columns: Specify the number of columns in the form. You can add a minimum of 1 and a maximum of 3 columns. (Select 1.) • Form Type: Select the type of form. There are 2 options: o Full o Popup (Select Full.) • Show This Form: Select the page where this form should appear. (Select Information.)
56. A confirmation message will appear saying, ‘Form created successfully’, and the newly created form will be displayed in the listing. Additionally, the next pop-up page will open.
57. Select the required fields needed for the form and click on the ‘Next’ button.
58. The next page, ‘Set Sequence’, will open. Adjust the sequence of the fields as needed, select the checkbox if the field is required to be a compulsory field, and click on the ‘Next’ button.
59. The last page, ‘Add Separator’, will open. Add the separator if required. Since we are not adding a separator for this form, click on the ‘Close’ button.
60. Once the form is created successfully, go to Setup > System Setup > Field Group and click on ‘Add Field Group’ again to create the Custom Form.
61. The ‘Group’ field will be selected by default. Select ‘Form’.
62. The Form pop-up will open.
63. Select the Group Name from the dropdown that was created earlier.
64. Select the Form from the Form Name dropdown.
65. Click on the Save button.
66. A confirmation message will appear saying, ‘Form Module created successfully’.
67. The form will be available under the Custom Group.
68. Go to Cases > Recent Case > Custom > Policyholder Information to view the newly created form in the member’s profile. The fields in this form will be editable, as we created the form with the ‘Edit’ option.
69. If the requirement is to view the form only, select ‘View’ from the Form For option while adding the form.
70. The form will be opened as a read-only type in member’s profile.
71. If the form is no more of use, the user can delete it with the help of delete icon. Click on ‘Delete’ icon to delete the form.
72. There will be a confirmation prompt asking – ‘Are you sure you want to delete?’ Select option ‘Delete’.
73. A confirmation message will appear saying, ‘Form Module deleted successfully.’, and the form will be removed from the list.
The Assignment Rules functionality automatically assigns cases to specific associates. This occurs after a particular action is performed.
The following are the steps to manage the Assignment Rules:
1. Navigate to the ‘SETUP’ tab and click on ‘System Setup’ from the left-side panel.
2. A pop-up bar will appear. Select the ‘Assignment Rules’ option.
3. The user can search for the ‘Assignment Rules’ by typing keywords in the search area.
4. A new page titled ‘Setup – Life – Assignment Rules’ will open, displaying the existing Assignment Rules along with fields such as Create Date, Name, Create Rule For and Action.
5. Click on the ‘Add Assignment Rules’ icon on the right side of the window to add a new assignment rule.
6. A new pop-up window titled ‘Life – Add Assignment Rule’ will open, containing fields such as Name, Description and Create Rule For with Save and Close at the bottom. • Fields with an ‘*’ sign are mandatory. In this case, Name and Create Rule For are mandatory fields.
7. Fill all the fields and click on ‘Save’ button: • Name: Enter the desired Assignment Rule Name. Assignment Rule Name field allows alphabet and space, and limit is a maximum of 30 characters. • Description: A description for the Assignment Rule needs to be added in accordance with the Assignment Rule Action name. The limit is a maximum of 500 characters. • Create Rule For: Select the Associate Assigned from the drop down. There are 5 options in this drop down- SM Assigned(P), CSR Assigned(P), Associate Assigned, Policy Agent and ASU Agent.
8. The system will generate a confirmation message indicating that the Assignment Rule created successfully, and the newly created Assignment Rule will now be available on the list.
9. There are three options available for each Assignment Rule under the Action heading: Button for Disable and Enable, Delete and Manage. • Button for Disable and Enable: The newly added Assignment Rule will have a disabled status by default. Click the button to enable the Assignment Rule, and the color will change to green once it is enabled. Until the status is enabled, the Assignment Rule will not be executed. • Delete: By clicking on Delete, the user can remove the selected Assignment Rule. • Manage: By clicking on Manage, the user can manage the selected Assignment Rule.
10. Click the enable/disable button to enable the Assignemnt Rule.
11. The system will generate a confirmation message to enable this Assignment Rule. Click on Enable.
12. The system will generate a confirmation message indicating that the Assignment Rule is enabled successfully, and the color is changed to green for that Assignment Rule.
13. To remove the existing Assignment Rule, click the ‘Delete’ icon on the right-hand side of the window.
14. After clicking on Delete, the system will prompt for confirmation before deleting. Click Delete to remove the selected Assignment Rule.
15. The system will generate a confirmation message saying, ‘Assignment Rule deleted successfully,’ and the Assignment Rule will be removed from the list.
16. To manage the existing Assignment Rule, click the Manage icon on the right-hand side of the window.
17. A new page ‘Setup – Life – System Setup – Assignment Rule – Associate Assignment Rule’ will open with fields Craete Date, Name Description, Assigned Users and Action.
18. There are four options on the right-hand side top. • Back: The back icon is used to go back to the last page • Add Manage Rules: Add Manage Rules is used to create new manage rule.
19. Click on ‘Add Manage Rules’ to create new manage rules.
20. A new pop-up window titled ‘Life – Manage Rule’ will open, containing fields for ‘Name’ and ‘Description’, along with sections for ‘Criteria’ and ‘Action’. The Save and Cancel buttons are also available on the same page. • Fields with an ‘*’ sign are mandatory. In this case, Manage Rule Name, Description, all fields of Criteria section and all fields of Action section are mandatory fields.
21. All fields on this page are mandatory. Please fill in the details on this pop-up page and click on ‘Save $ Next’. • Name: Enter the desired Assignment Rule Action name. [Assignment Rule Name field allows alphabet, number, space and following symbol: -_’& only] and (Limit is a maximum of 50 characters) • Description: A description for the Assignment Rule Action needs to be added in accordance with the Assignment Rule Action name. (Limit is a maximum of 500 characters) • Criteria: Add the criteria as per the requirement. • Action: Add the criteria as per the requirement.
22. There will be a confirmation message that ‘Rule is created successfully.’ And the newly created rule will be seen in the list. The user will be moved to next page ‘Manage Limit’.
23. Add the limit of contacts for all the associates and click on ‘Save & Next’.
24. There will be confirmation message ‘Assignment Rule updated successfully.’ The user will be moved to next page ‘Sort Sequence’.
25. The user can change the sequence as per the requirement.
26. The Assignment rule is updated successfully and shown in the list.
27. There are four options available for each Manage Rule under the Action heading: Button for Disable and Enable, Edit, View, and Delete. • Button for Disable and Enable: The newly added Manage Rule will have a disabled status by default. Click the button to enable the Manage Rule, and the color will change to green once it is enabled. Until the status is enabled, the Manage Rule will not be executed. • Edit: By clicking on the Edit button, the user can update the existing Manage Rule. • View: By clicking on the View button, the user can view the Manage Rule. • Delete: By clicking on Delete, the user can remove the selected Manage Rule.
28. Click the enable/disable button to enable the Manage Rule.
29. The system will generate a confirmation message to enable this Assignment Rule. Click on Enable.
30. The system will generate a confirmation message indicating that the Assignment Rule is enabled successfully, and the color is changed to green for that Assignment Rule.
31. Go to the ‘CASES’.
32. Select the cases for which the user needs to assign the associates. The action bar will open select the SFA and click on the OK button.
33. There will be a confirmation message ‘Cases data updated successfully.’ The cases are assigned as per the assignment rule setup.
34. Click on the ‘Edit’ icon to update the existing Manage Rule.
35. The pop-up window ‘Life – Manage Rule’ will open.
36. The user can update the required field on the Add Rule page and click on Save & Next.
37. There will a confirmation message ‘Rule Details updated successfully.’ The user can update the required field on the Manage Limit page and click on Save & Next.
38. There will a confirmation message ‘Rule Details updated successfully.’ The user can update the required field on the Manage Limit page and click on Save & Next.
39. The user can update the required field on the Sor Sequence page and click on Save.
40. There will be a confirmation message ‘Assignment Rule updated successfully.’
41. To view the Manage Rule, the user need to click on the ‘View’ icon.
42. The user can view the Manage Rule and to view the other pages click on the Manage Limit.
43. The Manage Limit page will be opened. Click on Sor Sequence to view the sequence.
44. The Sort Sequence page will be opened. Click on the ‘Cancel’ button to close the window.
45. To remove the existing Manage Rule, click the Delete icon on the right-hand side of the window.
46. After clicking on Delete, the system will prompt for confirmation before deleting. Click Delete to remove the selected Manage Rule.
47. The system will generate a confirmation message saying, ‘Assignment Rule deleted successfully,’ and the Manage Rule will be removed from the list.
Quick Profile provides a brief overview of the case, can be configured through SETUP > Quick Profile > Quick Profile. The system allows users to add or edit the fields in the Quick Profile list.
The following are the steps to set up the Quick Profile:
1. Navigate to the ‘SETUP’ tab and the tab will be opened: Setup > Life > Quick Profile > Quick Profile.
2. Users can update the Quick Profile view in the Cases tab by adding or modifying fields from this section.
3. A maximum of 50 fields can be set to display in the ‘Quick Profile’.
4. By using the ‘+’ sign, users can add a new row with 2 fields simultaneously. Similarly, to remove an existing row with 2 fields, use the ‘X’ sign.
5. To add/update a field, the user needs to enter the Display Name value and select the corresponding field name from the ‘Select Field Name’ dropdown menu.
6. Using the ‘+’ sign, users can add multiple fields, up to a limit of 50. Click on ‘+’ sign.
7. By clicking on the ‘+’ icon, a new row with 2 fields will be enabled. Add the Display Name and select a value from the Select Field Name dropdown.
8. By clicking on the ‘X’ icon sign, the user can remove the one row with 2 fields. Click on the ‘X’ sign icon.
9. After clicking on the ‘X’ icon, the selected rows will be deleted.
10. The system will not allow users to keep identical names in ‘Display Name’. If duplicates are detected, the system will generate a validation message indicating that the ‘Display Name’ should not be the same.
11. Once all the fields’ details are set properly, click on the ‘Save’ button.
12. The system will generate a confirmation message that the Quick Profile Setup has been updated, and the newly updated Quick Profile will appear under the ‘Quick Profile’ section in the Cases tab.
13. Go to the ‘Cases’ tab and click on a Case to view the updated Cases Summary.
14. Upon clicking on the cases, the case ‘Dashboard’ will open. Then, click on the ‘QUICK PROFILE’ option.
15. The Case Quick Profile is displayed on the right side of the Case Summary page according to the fields set in Setup, Quick Profile’.
16. If the user wants to reset the Quick Profile section, navigate back to the ‘Quick Profile’ under the ‘Quick Profile’ option in the left-side panel of the ‘SETUP’ tab and click on the ‘Set to Default’ option.
17. The system will ask for confirmation to reset to the default setting. Click on ‘Ok’.
18. The system will generate a confirmation message that the Quick Profile Setup is updated, and the default setup of Quick Profile will appear under the ‘Quick Profile’ section in the Case tab.
19. The Quick Profile is displayed on the left side of the Information page according to the default setup fields in ‘Quick Profile’.
The Case Quick Search Setup feature allows users to designate which fields to search for data using specific characters simultaneously.
The following are the steps for setting the Case Quick Search parameters:
1. Navigate to the ‘SETUP’ page and click ‘Quick Search’ under the ‘System Setup’ option from the left-side panel.
2. When clicking on ‘Case Quick Search,’ a pop-up window will open displaying the selected fields in ‘Case Quick Search’.
3. Users can customize the field preferences using the ‘Change Case Quick Search’ option.
4. After clicking on ‘Change Case Quick Search,’ a window will open.
5. The system will allow selection of a maximum of 10 fields.
6. Click on the down arrow to reveal fields for selection.
7. After clicking the down arrow next to ‘Personal Information,’ the list of personal information fields will be opened.
8. Select the fields to configure the ‘Case Quick Search’ for searching data from the Personal Information fields.
9. Similarly, you may select fields to configure the ‘Case Quick Search’ view from the Contact Information fields.
10. Similarly, you may select fields to configure the ‘Case Quick Search’ view from the Policy Information fields.
11. On the same page, there are two options: Save and Cancel.
12. After clicking the ‘Save’ button, the Case Quick Search feature will search data based on the selected criteria.
13. The system will generate a confirmation message, and ‘Case Quick Search’ will operate based on the selected field preferences.
14. Go to the ‘CASES’ tab and click on the ‘Quick Search’ option.
15. The ‘Quick Search’ will expand into a text box. Enter at least 3 characters in the search box, then click the search icon.
16. Afterward, navigate to the ‘Case Quick Search’ tab under the ‘System Setup’ option in the left-side panel of the ‘SETUP’ tab. Click on the ‘Set to Default’ option.
17. The system will ask for confirmation to reset to default settings. Click on ‘OK’.
18. The system will generate a confirmation message that the Case Quick Search setup was updated. The ‘Case Quick Search’ option will now operate based on the default field preferences set in the ‘System Setup’.
Template Category > Letter – The Letter Template category is used to categorize letters such as business communications, sales support, customer support, updates, seasonal greetings, personal messages, and networking.
The following are the steps to manage the Letter Template Categories:
1. Navigate to the ‘SETUP’ tab.
2. Select ‘System Setup’ from the left-hand panel and a pop-up window will appear. 3. Select the ‘Template Category’ option.
4. The user can search for the ‘Template Category’ setup by entering keywords in the search field.
5. A new page titled ‘Setup – System Setup – Template Category’ will open, displaying the Email Template Category by default. Click on the Letter tab.
6. A new page will open showing Letter Template Categories. This page will show fields including Category Name, Description, Created By, Creation Date, and Action.
7. Click the ‘Add Letter Template Category’ icon on the right side of the window to add a new Letter template category.
8. A pop-up window titled ‘Add Letter Template Category’ will open, containing fields such as ‘Name’, ‘Description’, and ‘Do you want to add an unsubscribe link to the end of the Letters in this category?’ along with ‘Save’ and ‘Close’ options at the bottom.
Fields marked with an *asterisk* are mandatory. ‘Name’ and ‘Description’ are required fields.
9. Fill in the fields and click the ‘Save’ button:
Name: Enter the desired name for the Letter Template Category. The maximum length is 30 characters.
Description: Provide a description for the Letter Template Category that aligns with its name. The maximum length is 100 characters.
10. The system will display a confirmation message indicating that the Letter Template Category was created successfully, and the newly created category will appear in the list.
11. Under the ‘Action’ heading, three options are available for each Letter Template Category: Disable/Enable, Edit, and Delete.
View: By clicking ‘View’, the user can see the details of the selected Letter Template Category.
Edit: By clicking ‘Edit’, the user can modify the selected Letter Template Category.
Delete: By clicking ‘Delete’, the user can remove the selected Letter Template Category. The Delete option is only available for categories which are not used.
12. Click the ‘View’ icon to see the details of the selected Letter Template Category.
13. A pop-up window will appear where all the fields are read-only, allowing the user to view the details without making any changes. After viewing the information, click the ‘Cancel’ button to close the pop-up.
14. Click the ‘Edit’ icon, the second option in the Action column on the right side of the Letter Template Category (highlighted by a red box), to modify the details of the Letter Template Category.
15. A pop-up window titled ‘Edit Letter Template Category’ will appear, allowing the user to update the details of the Letter Template Category. 16. Update the details as needed. For example, change the ‘Description’ and click the ‘Save’ button.
17. A confirmation message will appear, indicating that the Letter Template Category has been updated successfully.
18. The user can remove the Letter Template Category by ‘Delete’ option. The Delete icon is only available for categories which are not used. Click the ‘Delete’ icon, the last option in the Action column on the right side of the Letter Template Category (highlighted by a red box), to remove the Letter Template Category from the list.
19. Click the ‘Delete’ option in the confirmation message to proceed with removing the Letter Template Category from the list.
20. A confirmation message will appear, indicating that the Letter Template Category has been deleted and is no longer available on the list.
The Email Template category is used to categorize emails including business communications, sales support, customer support, updates, seasonal greetings, personal messages, and networking.
The following are the steps to manage the Email Template Categories:
1. Navigate to the ‘SETUP’ tab.
2. Select ‘System Setup’ from the left-hand panel and a pop-up window will appear. Select the ‘Template Category’ option.
3. The user can search the ‘Template Category’ setup by entering keywords in the search field.
4. A new page ‘Setup – System Setup – Template Category’ will open, displaying the Email Template Categories by default. This page will show fields including Category Name, Description, Unsubscribe, Created By, Creation Date, and Action.
5. Click the ‘Add Email Template Category’ icon on the right side of the window to add a new email template category.
6. The pop-up window ‘Add Email Template Category’ will open, containing the fields ‘Name’, ‘Description’, and ‘Do you want to add an unsubscribe link to the end of the emails in this category?’ along with ‘Save’ and ‘Close’ options at the bottom.
Fields marked with an *asterisk* are mandatory. ‘Name’ and ‘Description’ are required fields.
The ‘Do you want to add an unsubscribe link to the end of the emails in this category?’ radial will be set to ‘No’ by default.
7. Fill in the fields and click the ‘Save’ button:
Name: Enter the desired name for the Email Template Category. The maximum length is 30 characters.
Description: Provide a description for the Email Template Category that aligns with its name. The maximum length is 100 characters.
Do you want to add an unsubscribe link to the end of the emails in this category?: Select either ‘Yes’ or ‘No’.
8. The system will display a confirmation message that the Email Template Category was created successfully, and the newly created category will appear in the list.
9. Under the ‘Action’ heading, three options are available for each Email Template Category: Disable/Enable, Edit, and Delete.
View: By clicking ‘View’, the user can see the details of the selected Email Template Category.
Edit: By clicking ‘Edit’, the user can modify the selected Email Template Category.
Delete: By clicking ‘Delete’, the user can remove the selected Email Template Category. The ‘Delete’ option will appear only for those categories which are not used.
10. Click the ‘View’ icon to see the details of the selected Email Template Category.
11. A pop-up window will appear where the fields are read-only, allowing the user to view the details without making any changes. After viewing the information, click the ‘Cancel’ button to close the pop-up.
12. Click the ‘Edit’ icon, the second option in the Action column on the right side of the Email Template Category (highlighted by a red box), to modify the details of the Email Template Category.
13. A pop-up window titled ‘Edit Email Template Category’ will appear, allowing the user to update the details of the Email Template Category.
14. Update the details as needed. For example, change the ‘Do you want to add an unsubscribe link to the end of emails in this category?’ option from ‘Yes’ to ‘No’. After making the changes, click the ‘Save’ button.
15. A confirmation message will appear, indicating that the Email Template Category has been updated successfully.
16. Click the ‘Delete’ icon, the last option in the Action column on the right side of the Email Template Category (highlighted by a red box), to remove the Email Template Category from the list if it is no longer needed. Delete icon is available only for those categories which are not used.
17. Click the ‘Delete’ option in the confirmation message to proceed with removing the Email Template Category from the list.
18. A confirmation message will appear, indicating that the Email Template Category has been deleted and is no longer available on the list.
The user can manage and update all company details within the system, including contact information, address, and any other data, ensuring that the information remains accurate and up-to-date for effective communication through the System Setup – Company page.
The following are the steps to manage a Company in the system: 1. Navigate to the ‘SETUP’ tab and click on ‘System Setup’ in the left-side panel.
2. Click on the ‘Company’ option in the System Setup menu.
3. Users can search for the Company option by typing in the search area.
4. The ‘Setup – Life – System Setup – Company’ page will open, displaying existing Companies along with fields including the Company name, First Name, Last Name, Email, Phone, Created By, Create Date and Action under the ‘Company’ tab. There are three available options: Add, Print, and Export.
5. Click the ‘Add Company’ icon to add a new Company.
6. The pop-up window ‘Life – Add Company’ will open, containing fields for Company details and ‘Save’ and ‘Cancel’ options at the bottom. Fields marked with an *asterisk* are mandatory.
*Company Name: Enter the Company Name.
Short Name: Enter any abbreviation of the company name if applicable.
*First Name: Enter the value for First Name.
Middle Name: Enter the value for Middle Name.
*Last Name: Enter the value for Last Name.
*Email: Enter the email address with email format only.
Phone: Enter the value of phone number in xxx-xxx-xxxx format only.
Alternative Phone: Enter the value of alternative phone number in xxx-xxx-xxxx format only.
Mobile Number: Enter the value of mobile number in xxx-xxx-xxxx format only.
Fax: Enter the value of fax number in xxx-xxx-xxxx format only.
Address 1: Enter the value of the Address field.
Address 2: Enter the value of the Address field.
Zip Code: Enter the value of zip code.
City: After entering the zip code, the system will fetch the corresponding City and State values.
State: After entering the zip code, the system will fetch the corresponding City and State values.
*Company Assign#: Enter the value of Company Assign number.
*Preferred Send Method: Select the value from the drop down.
From Email: Enter the email address with email format only.
*Quote code: Enter the value of Quote code.
*Agency Number#: Enter the value of Agency Number.
7. Fill in the details and click the ‘Save’ button to continue.
8. A confirmation message will appear, and the newly added Company will be available on the list. 9. There are two options available for each Company under the Action heading: Edit and Delete or Lock. For newly created companies, the Edit and Delete options will be available by default. – Edit: By clicking on the Edit icon, the user can edit the details of the selected Company. – Delete or Lock: By clicking on Delete, the user can remove the selected Company. However, once the Company is assigned to any profile, the option will change from Delete to Lock. The Delete option will remain available until the company is assigned to a profile.
10. This newly added Company will be available on the Cases > Profile > Information > Default > Life Policy > Insurance Company drop down.
11. The user can assign the newly added company to any profile.
12. Once the Company is assigned to any document, the option will change from Delete to Lock, and it can no longer be deleted.
13. Users can update the values for the created Company by clicking on the edit icon for the selected Company.
14. A pop-up window titled ‘ Life – Edit Company’ will open with the existing field values. Update the values for the Company details. In this case, we are updating the company name. Once the company name is updated, click on Save.
15. The system will generate a confirmation message saying that the ‘Company updated Successfully’ and the updated name will be displayed in the listing.
16. The updated company name will be displayed in the Cases > Profile > Information > Default > Life Policy > Insurance Company dropdown.
17. The updated company name will also display in the existing assigned profiles under Cases > Profile > Information > Default > Life Policy > Insurance Company.
18. To remove the existing Company, click on the Delete icon. (If a company is assigned to any profile, it cannot be deleted.) (To explain the delete function here another company has been created which is SBLI Life Insurance Company New and not assigned to any profile.)
19. After Clicking on Delete, the system will ask for confirmation before deleting. 20. Click on Delete to remove the Company.
21. The system will generate a confirmation message, and the Company will be removed from the list.
22. This Company will no longer be displayed in the Cases > Profile > Information > Default > Life Policy > Insurance Company drop down.
23. To print the list of available companies, click on the Print icon.
24. By clicking on the Print icon, a page will open with the print window containing the list of available companies. The user can print the data using the desired options.
25. To export the list of available companies, click on the Export icon.
26. By clicking on the Export icon, a pop-up window will open with different options. The user can export the data using the desired options.
The scanned document category helps organize and classify documents based on their content or purpose. The following are the steps to manage the Scan Document Category: 1. Navigate to the ‘SETUP’ tab and click on ‘System Setup’ in the left-side panel.
2. Click on the ‘Scan Document Category’ option in the System Setup menu.
3. Users can search for the Scan Document Category option by typing in the search area.
4. A new page titled ‘Setup – Life – System Setup – Scan Document Category’ will be opened, displaying the existing Scan Document Categories along with details of fields such as Category name, Description, Created By, Create Date and Action under the ‘Scan Document Category’ tab. There are three available options: Add, Print, and Export.
5. Click the ‘Add Scan Document Category’ icon to add a new Scan Document Category.
6. A new pop-up window titled ‘Life – Add Scan Document Category’ will be opened, containing fields for ‘Category Name’ and ‘Description’, additionally ‘Save’ and ‘Cancel’ options available at the bottom.
Fields with an ‘*’ sign are mandatory. In this case, Category Name is mandatory field. – Category Name: Enter the desired Category Name. (Limit is a maximum of 100 characters) (This field allows to enter alphabet, space and single quote only). – Description: A description for the Scan Document Category needs to be added in accordance with the Category name. (Limit is a maximum of 100 characters).
7. Fill in the details and click the ‘Save’ button to continue.
8. The system will generate a confirmation message saying, that ‘Scan Document Category created Successfully’ and the newly added Scan Document Category will now be available on the list.
9. There are two options available for each Category under the Action heading: Edit and Delete or Lock. For newly created categories, the Edit and Delete options will be available by default. – Edit: By clicking on the Edit icon, the user can edit the details of the selected Category. – Delete or Lock: By clicking on Delete, the user can remove the selected category. However, once the category is assigned to any document, the option will change from Delete to Lock. The Delete option will remain available until the category is assigned to any document.
10. This newly added Category will be available on the CASES tab > Case > Scanned Documents > Category Drop down.
11. The user can save a scan document under this newly added scanned document category.
12. Once the category is assigned to any document, the option will change from Delete to Lock, and it can no longer be deleted.
13. Users can update the values for created Category by clicking on edit icon for the selected Category.
14. A new pop-up window titled ‘ Life – Edit Scan Document Category’ will be opened with the existing fields value. Update the values for the Category as needed. For example, in this case, we are updating the category name. Once the category name is updated, click on Save.
15. The system will generate a confirmation message saying, that ‘Scan Document Category updated Successfully’. The updated name will be displayed in the listing.
16. Category names will be updated in the CASES Tab > Case > Scanned Documents > Category Drop down.
17. Category names will also be updated in the existing document listings under CASES Tab > Case > Scanned Documents > Scan Document List, where this category has already been assigned.
18. To remove the existing Category, click on the Delete icon. (If a category is assigned to any document, it cannot be deleted.) (To explain the delete function here another category is created which is HR Document Category and not assigned to any document).
19. After Clicking on Delete, the system will prompt confirmation before deleting. 20. Click on delete to remove this Category.
21. The system will generate a confirmation message saying, “Scan Document Category deleted successfully,” and the Category will be removed from the list.
22. This Category will no longer be displayed in the CASES Tab > Case > Scanned Documents > Category Drop down.
23. To print the list of available categories, click on the Print icon.
24. By clicking on the Print icon, a new page will be displayed with the print window containing the list of available categories. The user can print the data using the desired options.
25. To export the list of available categories, click on the Export icon.
26. By clicking on the Export icon, a new pop-up window will open with different period options. The user can export the data using the desired options.
A salutation is a prefix or title used when addressing or filling out a form. Users can add or update existing salutations in the system.
The following are the steps for using the Salutation Setup: 1. Navigate to the ‘SETUP’ tab and click on ‘System Setup’ in the left-side panel.
2. Click on the ‘Salutation’ option in the System Setup menu.
3. A new page ‘Setup – System Setup – Salutation’ will open, displaying the existing salutations.
4. Click the ‘Add Salutation’ icon to add a new salutation.
5. A pop-up window titled ‘Add Salutation’ will open, containing fields for ‘Salutation Name’ and ‘Description’.
6. Fill in the details and click the ‘Save’ button to proceed.
7. A confirmation message will appear, and the newly added salutation will now be available in the list.
8. Click the ‘Edit’ icon to update the details of a salutation.
9. A pop-up window will open, allowing the user to update the information.
10. Update the details and click the ‘Save’ button to proceed.
11. A confirmation message will appear, indicating that the salutation has been updated.
12. Click the ‘Delete’ icon to remove the salutation.
13. A confirmation message will appear, asking if you want to delete the salutation. Click the ‘Delete’ button to proceed with the removal.
14. A confirmation message will appear on the page, indicating that the selected salutation has been deleted.
15. Click on the ‘Print’ icon to print the page.
16. After clicking on “Print,” a pop-up page will open displaying the current page data and print options. Select the desired printer from the ‘Destination’ dropdown and click the ‘Print’ button.
17. Click on the ‘Export’ icon to export the data.
18. Upon clicking ‘Export,’ a pop-up window will open displaying the selection criteria for the ‘Period.’ There are four options available: a. Last 10 days – This option exports records from the last 10 days. b. Last 30 days – This option exports records from the past 30 days. c. Current month – This option exports records for the current month. d. Date Range – This option allows exporting records for a selected date range within the past 90 days.
19. For the first three options, simply select the radio button and click the ‘Export’ button. Records will be exported according to the selected option, and the CSV file will be saved in a temporary location. 20. For the ‘Date Range’ option, specific dates need to be selected.
21. Select the date and click the ‘Export’ button.
22. The CSV file will export the records based on the selected option, and the CSV file will be saved in a temporary location.
23. Select an option from the Display Settings to specify the number of salutations per page, based on the total number available.
24. After selecting the Display options, the system will show salutations and pagination according to the settings. For example, if the user selects 10 salutations per page, the system will display 10 salutations per page and distribute the data accordingly.
The Associate Quick Search Setup feature allows users to designate which fields to search for data using specific characters simultaneously.
The following are the steps for setting the Associate Quick Search parameters: 1. Navigate to the ‘SETUP’ page and click ‘Quick Search’ under the ‘System Setup’ option from the left-side panel.
2. Click on ‘Associate Quick Search’.
3. Users can customize the field preferences using the ‘Change Quick Search’ option.
4. When clicking on ‘Change Quick Search,’ a window will open.
5. The system will allow selection of a maximum of 10 fields.
6. Click on the down arrow to reveal fields for selection.
7. After clicking the down arrow next to ‘Personal Information,’ the list of personal information fields will be opened.
8. Select the fields to configure the ‘Quick Search’ for searching data from the Personal Information fields.
9. Similarly, you may select fields to configure the ‘Quick Search’ view from the Contact Information fields.
10. Similarly, you may select fields to configure the ‘Quick Search’ view from the Policy Information fields.
11. On the same page, there are two options: Save and Cancel.
12. After clicking the ‘Save’ button, the Quick Search feature will search data based on the selected criteria.
13. The system will generate a confirmation message, and ‘Case Quick Search’ will operate based on the selected field preferences.
14. Go to the ‘CASES’ tab and click on the ‘Quick Search’ option.
15. The ‘Quick Search’ will expand into a text box. Enter at least 3 characters in the search box, then click the search icon.
16. Afterward, navigate to the ‘Case Quick Search’ tab under the ‘System Setup’ option in the left-side panel of the ‘SETUP’ tab. Click on the ‘Set to Default’ option.
17. The system will ask for confirmation to reset to default settings. Click on ‘OK’.
18. The system will generate a confirmation message that the Case Quick Search setup was updated. The ‘Case Quick Search’ option will now operate based on the default field preferences set in the ‘System Setup’.
The Case Summary section under the CASES tab can be configured through SETUP > Quick Profile > Case > Case Summary. The system allows users to add or edit the fields in the Case Summary list.
The following are the steps for updating the Case Summary: 1. Navigate to ‘SETUP’ and click on ‘Case’ under the ‘Quick Profile’ option in the left-side panel. 2. After clicking on ‘Cases,’ a new window will open with the following three tabs: Quick Profile, Case Summary, and Custom. 3. Click on the ‘Case Summary’ tab.
4. After clicking on ‘Case Summary’ a new tab will open, displaying the default selected fields. 5. Users can update the Case Summary view in the Cases tab by adding or modifying fields in this section.
6. A maximum of 50 fields can be set to display in the ‘Case Summary’. 7. By using the ‘+’ sign, users can add a new row with 2 fields simultaneously. To remove an existing row with 2 fields, use the ‘X’ sign.
8. To add/update a field, the user needs to enter the Display Name value and select the corresponding field from the ‘Select Field Name’ dropdown menu.
9. By using the ‘+’ sign, users can add multiple fields. Click on the ‘+’ sign.
10. After clicking on the ‘+’ icon, a new row with 2 fields will be added. Enter the Display Name and select a value from the Select Field Name dropdown.
11. By clicking on the ‘X’ icon, users can remove the row with 2 fields. Click on the ‘X’ sign.
12. After clicking on the ‘X’ icon the selected row will be deleted.
13. The system will not allow duplicate names in the ‘Display Name’ field. If duplicates are detected, the system will generate a validation message indicating that the ‘Display Name’ can not be the same.
14. Once all the field details are set, click on the ‘Save’ button.
15. The system will generate a confirmation message that the Case Summary Setup is updated, and the newly updated Case Summary will appear under the Case Summary section in the Cases tab.
16. Go to the ‘CASES’ tab and click on a Case to view the updated Case Summary.
17. Upon clicking on the case, the case’s ‘Dashboard’ will open. Then, click on the ‘INFORMATION’ option.
18. The Case Summary is displayed on the left side of the Information page according to the fields added in Setup.
19. If the user wants to reset the view of the Case Summary, navigate to the ‘Case Summary’ setup under the ‘Quick Profile’ option in the left-side panel of the ‘SETUP’ tab. Click on the ‘Set to Default’ option.
20. The system will ask for confirmation to reset to the default settings. Click on ‘Ok’.
21. The system will generate a confirmation message that the Case Summary Setup is updated, and the default setup for the Case Summary will appear under the ‘Case Summary’ section in the Case tab.
22. The Case Summary is displayed on the left side of the Information page according to the default setup fields in ‘Case Summary’.
Associate Summary –The Summary section under the Associates tab can be configured through SETUP > Quick Profile > Associate > Associate Summary. The system allows users to add or edit the fields in the Associate Summary list.
The following are the steps to set up the Associate Summary: 1. Navigate to the ‘SETUP’ tab and click on ‘Associate’ under the ‘Quick Profile’ option in the left-side panel.
2. After clicking on ‘Associate’, a new window ‘Associate Summary’ will open, displaying the default selected fields. 3. Users can update the Associate Summary view in the Associates tab by adding or modifying fields from this section.
4. A maximum of 50 fields can be set to display in the ‘Associate Summary’. 5. By using the ‘+’ sign, users can add a new row with 2 fields simultaneously. Similarly, to remove an existing row with 2 fields, use the ‘X’ sign.
6. To add/update a field, the user needs to enter the Display Name value and select the corresponding field name from the ‘Select Field Name’ dropdown menu.
7. Using the ‘+’ sign, users can add multiple fields, up to a limit of 50. Click on ‘+’ sign.
8. By clicking on the ‘+’ icon, a new row with 2 fields will be enabled. Add the Display Name and select a value from the Select Field Name dropdown.
9. By clicking on the ‘X’ icon sign, the user can remove the one row with 2 fields. Click on the ‘X’ sign icon.
10. After clicking on the ‘X’ icon, the selected rows will be deleted.
11. The system will not allow users to keep identical names in ‘Display Name’. If duplicates are detected, the system will generate a validation message indicating that the ‘Display Name’ should not be the same.
12. Once all the fields’ details are set properly, click on the ‘Save’ button.
13. The system will generate a confirmation message that the Associate Summary Setup has been updated, and the newly updated Associate Summary will appear under the ‘Associate Summary’ section in the Associate tab.
14. Go to the ‘Associates’ tab and click on an Associate to view the updated Associates Summary.
15. Upon clicking on the associate, the associate’s ‘Dashboard’ will open. Then, click on the ‘INFORMATION’ option.
16. The Associate Summary is displayed on the left side of the Information page according to the fields set in Setup, ‘Associate Summary’.
17. If the user wants to reset the Associate Summary section, navigate back to the ‘Associate Summary’ under the ‘Quick Profile’ option in the left-side panel of the ‘SETUP’ tab and click on the ‘Set to Default’ option.
18. The system will ask for confirmation to reset to the default setting. Click on ‘Ok’.
19. The system will generate a confirmation message that the Associate Summary Setup is updated, and the default setup of Associate Summary will appear under the ‘Associate Summary’ section in the Associate tab.
20. The Associate Summary is displayed on the left side of the Information page according to the default setup fields in ‘Associate Summary’.
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
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
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
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.
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.
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.
– 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.
- Knowledge Base 
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