Company

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.

Company Setup

1. Sign in to AgentFront CRM.
2. From the top menu, choose SETUP.
3. In the left-side panel, select System Setup.
4. Under System Setup, click Company.
   • Note: The user can also access this page by typing Company in the Enter Text to Search bar.
     

     

5. The Company page will open, displaying existing Companies.
6. There is an Add, Print and Export buttons above the Action Column on the right panel.
7. There are options to Enable, Edit () and Delete () the existing Company under the Action column.
   • Note: If any company is used or implemented, the deleting options will be locked for that company, meaning it cannot be deleted.
     

     

Add new Company

1. Click on Add button to add new Company.
   

   

2. The Add Company window will open, allowing the user to enter the required details to create a new Company.
   • Company Name: Enter the clear, descriptive Company Name. This is what users will see on the Company Name. This is a mandatory field. Maximum length of this field is 100 characters.
   • Short Name: Optional field for the company. This is not a mandatory field. Maximum length of this field is 100 characters.
   • First Name: Enter the first name of the owner of the company. This is a mandatory field. Maximum length of this field is 30 characters.
   • Middle Name: Enter the middle name of the owner of the company. This is a not mandatory field. Maximum length of this field is 30 characters
   • Last Name: Enter the last name of the owner of the company. This is a mandatory field. Maximum length of this field is 30 characters.
   • Email: Enter the email of the company. This is a mandatory field. Maximum length of this field is 50 characters.
   • Phone: Enter the phone of the company. This is not a mandatory field.
   • Alternative Phone: Enter alternative phone of the company. This is not a mandatory field
   • Mobile Number: Enter Mobile Number of the company. This is not a mandatory field.
   • Fax: Enter Fax of the company. This is not a mandatory field.
   • Address1: Enter Address1 of the company. This is not a mandatory field.
   • Address2: Enter Address2 of the company. This is not a mandatory field.
   • Zip Code: Enter Zip Code of the company. This is not a mandatory field.
   • City: Enter City of the company. This is not a mandatory field.
   • State: Select State from the drop-down. This is not a mandatory field.
   • Select Send Method: Select send method from the drop-down. This is a mandatory field.
   • From Email: Enter from email. This is not a mandatory field.
   • Quote Code: Enter Quote Code. This is a mandatory field.Agency Number: Enter Agency Number of the company. This is a mandatory field.
3. Click on Save.
   

   

4. The Company is now listed and ready for use.
   

   

Print Company

1. Click the ‘Print’ button at the top right of the list to print the Company list.
   

   

2. Clicking on ‘Print’ will open a new page and allow the user to print the Company listing.
   

   

Export Company

1. Click the ‘Export’ button at the top right of the list to export the Company listing.
   

   

2. Clicking on ‘Export‘ will open a new page and allow users to export the Company listing for the selected period
   

   

View Company in Cases tab

1. Navigate to the Cases tab from the top menu.
2. Cases List – All Cases page will open by default.
3. Open any case from all cases lists.
   

   

4. The dashboard for the selected case will open by default.
5. Click the ‘Information’ tab from the dashboard.
6. Navigate to the ‘Default’ tab under the ‘Life Policy’ tab to view the drop-down of available Company.
   

   

Enable/Disable Company

1. To enable the existing Company from the available list, click on Enable icon from the Action Column for the Company you want to Enable/Disable.
   

   

2. It will ask for confirmation popup, click on Enable button to enable Company otherwise click on Close button.
3. Color of the icon will be changed from red to green.
   

   

Update Company

1. To update the existing Company from the available list, click on Edit () icon from the Action Column for the Company you want to edit/change.
   

   

2. Clicking the Edit () icon will open the selected Company in edit mode with title Edit Company.
3. Update the required details and click Save.
   

   

Delete Company

1. To delete the existing Company from the available list, click on Delete () icon from the Action Column for the Company you want to delete.
   • Note: Deletion is restricted if the Company is referenced elsewhere, until those references are removed.
     

     

2. It will ask for confirmation popup, click on Deleted button to delete Company otherwise click on Close button.