Category: Quick Profile

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.

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’.