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Template Creator > Letter Sample

Posted on by wikiagent

Letter Templates let you store frequently used letters in a single, reusable format. Once created, the same letter template can be used in system to ensure consistent wording and style.
You can use Letter Templates in (Base on the access rights):

  • Case > Print Letters
  • Case > Send Email

Create Letter Template:

  1. Sign in to AgentFront CRM.
  2. From the top menu, choose Tools.
  3. In the left sidebar, select Template Creator.
  4. It will open Template Creator with multiple tab (Based on the access rights)
  5. Click on Letter tab
  6. It displays the list of available/created Lettes.
  7. Click on ‘Create Template Creator’ icon from the Top Right side of the list.
  8. It will open page to create new letter template
  9. To create new letter template, enter the following details:

    1. Template Name: Enter clear, descriptive name. This is what users will see when they select a letter template from other places of the application.
    2. Template Category: Choose from the drop-down list. (Categories can be managed in Setup → System Setup → Template Category.)
    3. Usage: Option to select Public/Private. (Default will be Public).
      1. Public: Visible to anyone with access.
      2. Private: Visible only to the creator.
    4. Description: Optional explanation of the template’s purpose.
    5. Content: Write or paste the letter text. A rich-text editor appears when you click in the box. Use placeholders from the panel on the right to insert dynamic data—place the cursor where the value should appear, then click the required field.
    6. Preview the letter: choose a sample person, then click Preview to verify that letter format and placeholders resolve correctly.
    7. Click Save. The template is now listed and ready for use.

Update Letter Template:

  1. Sign in to AgentFront CRM.
  2. From the top menu, choose Tools.
  3. In the left sidebar, select Template Creator.
  4. It will open Template Creator with multiple tab (Based on the access rights)
  5. Click on Letter tab
  6. It displays the list of available/created Lettes.
  7. From the list click on Edit (
    ) icon from the Action column for the letter you want to edit/change
  8. It will open the selected letter in edit mode.
  9. You can make the require edit in the below fields values of the open letter templates
    1. Template Name: Enter clear, descriptive name. This is what users will see when they select a letter template from other places of the application.
    2. Template Category: Choose from the drop-down list. (Categories can be managed in Setup → System Setup → Template Category.)
    3. Usage: Option to select Public/Private. (Default will be Public).
      1. Public: Visible to anyone with access.
      2. Private: Visible only to the creator.
    4. Description: Optional explanation of the template’s purpose.
    5. Content: Write or paste the letter text. A rich-text editor appears when you click in the box. Use placeholders from the panel on the right to insert dynamic data—place the cursor where the value should appear, then click the required field.
    6. Preview the letter: choose a sample person, then click Preview to verify that letter format and placeholders resolve correctly.
    7. Click Save. The template is now updated and ready for use.

Delete Letter Template:

  1. Sign in to AgentFront CRM.
  2. From the top menu, choose Tools.
  3. In the left sidebar, select Template Creator.
  4. It will open Template Creator with multiple tab (Based on the access rights)
  5. Click on Letter tab
  6. It displays the list of available/created Lettes.
  7. From the list click on Delete (
    ) icon from the Action column for the letter you want to delete.
  8. It will ask for confirmation in popup, click on Delete button to delete letter otherwise click on Close button.
  9. Important: If the template is referenced elsewhere (for example, in a Trigger), deletion is blocked until those references are removed.

Multi-product tip

If your login has access to multiple products, be sure to select the correct product from the product icons in the top-right corner before creating, editing, or deleting templates.

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Template Category > Letter

Posted on by wikiagent

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.

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Template Category > Email

Posted on by wikiagent

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.

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Template Creator > Letter

Posted on by wikiagent

The Letter Template tool is used to create templates for quick letter sending.

The following are the steps for creating letter templates:

1. Navigate to the ‘TOOLS’ tab. The Tools tab will open with the ‘Template Creator’ tab displayed by default. Click to Expand

2. The user will see the ‘Tools – Template Creator’ with four different tabs: Email, Letter, SMS, and WhatsApp.

3. The ‘Email’ tab opens by default in the Document Editor, displaying a list of existing email templates along with details.

4. Click on the ‘Letter’ tab. Click to Expand

5. By clicking on the ‘Letter’ tab, a new list will open and display a list of existing letter templates, with details including Template Name, Category, Usage, Created By, Created Date and Action. Click to Expand

6. Click on the ‘Create Letter Template’ icon to create a new letter template. Click to Expand

7. A pop-up window will open with fields for Template Name, Template Category, Subject, Usage (default selected as Public), Description and Content. Click to Expand

8. Fill in the fields to create an Letter template. Also, on the right-hand side, there is a list of fields that will fetch details for the message. Search for field names to use in the templates. Double-clicking on the field will add it to the content area. For example, users can include fields such as FirstNameLastName and Date. Click to Expand

9. At the bottom, there is a dropdown menu with the names of associates and three buttons: Preview, Save, and Cancel. Click to Expand

10. Select an associate’s name from the dropdown menu. Click to Expand

11. Click on the ‘Preview’ button. Click to Expand

12. A pop-up window will open, displaying the template details in preview mode. Click the ‘Cancel’ button to close it. Click to Expand

13. Click the ‘Save’ button. Click to Expand

14. A confirmation message will appear, and the user will find the newly created template in the list. Click to Expand

15. Click the ‘Edit’ option to modify the created template. Click to Expand

16. A pop-up window will open, allowing the user to update details of the template. Click to Expand

17. Click the ‘Edit’ option to modify the created template. Click to Expand

18. A pop-up window will open, allowing the user to update any details related to the template. Click to Expand

19. Update details to edit the template. For example, we have added ‘Salutation’. Click on ‘Save’ button. Click to Expand

20. A confirmation message will appear that the template has been updated, and the list will show the updated ‘Usage’ field value. Click to Expand

21. Select the ‘Delete’ option to remove the template from the list if it is no longer needed. Click to Expand

22. Select the ‘Delete’ option in the confirmation message to proceed with removing the template from the list. Click to Expand

23. After clicking on the Delete button, a confirmation message will appear, indicating that the template has been deleted and is no longer available in the list. Click to Expand

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Template Creator > Email

Posted on by wikiagent

Create templates to streamline and expedite email sending. These email templates can be used when sending any email from the system.

The following are the steps for creating email templates:

1. Navigate to the ‘TOOLS’ tab. The Tools tab will open with the Template Creator tab displayed by default.

2. Users will see the ‘Tools – Template Creator’ with four different tabs: Email, Letter, SMS, and WhatsApp.

3. The ‘Email’ tab opens by default in the Template Creator, displaying a list of existing email templates with details including Template Name, Category, Usage, Created By, Create Date and Action.

4. Click on the ‘Create Email Template’ icon to begin creating a new email template.

5. Click on the ‘Create Email Template’ icon to begin creating a new email template.

6. Fill in the fields. Fields with an asterisk are mandatory.

7. On the right-hand side, there is a list of fields that will fetch details for the selected user. Search for field names from the list to use in the templates. Double-clicking on the field will add them to the content. For example, users can include fields such as Date, Salutation, and FirstLast for mapping.

8. Users can apply formatting effects to specific text in the content editor, such as font styles, size, and headings. For example, use Bold for the Date, salutation, name fields, and the text ‘Good News!’ and phone number.

9. At the bottom, there is a dropdown menu with the names of the associates and three available buttons: Preview, Save, and Cancel.

10. Select an associate’s name from the ‘Name’ dropdown menu.

11. Click the ‘Preview’ button.

12. A pop-up window will open, showing the template details in preview mode. Click the ‘Cancel’ button to close it.

13. Click the ‘Save’ button.

14. A confirmation message will appear that the template is saved, and the user will find the newly created template and its details in the list.

15. Click on the ‘View’ icon to view the existing Template.

16. A pop-up window will open, where the user can view the details of the template in read-only.

17. Click the ‘Edit’ option to modify the created template.

18. A pop-up window will open, allowing the user to update details of the template.

19. For example, we have added ‘Last Name’. Click on the ‘Save’ button.

20. A confirmation message will appear showing Email Template updated successfully.

21. Select the ‘Delete’ option to remove the template from the list if it is no longer needed.

22. Select the ‘Delete’ option in the confirmation message to proceed with removing the template from the list.

23. After clicking on the Delete button, a confirmation message will appear, and the template is no longer available in the list.

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Reports > Transactional History

Posted on by wikiagent

Transactional History is a list of users’ tasks filtered by date and task type.

The following are the steps to generate the report for Transactional History:

1. Navigate to the ‘TOOLS’ tab..

2. Click on ‘Reports’ in the left-side menu, then select the ‘Transactional History’ option from the list of reports.

3. By clicking on Transactional History a new page titled ‘Tools – Life – Reports – Transactional History’ will open. This page will provide dropdown menus to select users and tasks by date.

4. Select a user from the dropdown menu to generate and view their ‘Transactional History’ details.

5. The ‘Tasks’ dropdown includes options such as Notes, Send Mail, Scanned Documents, and Flow History. Select the desired option from the dropdown menu. Users can choose either a single option to view or select ‘All’ to view the history for all categories together. For example, the ‘All’ option is selected from the dropdown menu.

6. Select the desired date range for the data to be listed, and then click on ‘View List’ to proceed.

7. It will display the transactional history details for the selected task(s) within the specified date range for the chosen user.

8. Click on the ‘View’ option next to the task for which the user wants to see details.

9. A new pop-up window will open to display the details of that selected transactional history. Click the ‘Close’ button to exit.

10. Choose an option from the display settings at the bottom to specify the number of records to show per page, based on the total number of available records. After selecting the Display option, the system will present the records and pagination based on the chosen setting. For example, if the user selects 50 cases per page, the system will display 50 web resources per page, with the data distributed accordingly.

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System Setup > Setup Company

Posted on by wikiagent

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.

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System Setup > Scan Document Category

Posted on by wikiagent

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.

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System Setup > Setup Salutation

Posted on by wikiagent

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.

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Quick Profile > Associate Quick Search

Posted on by wikiagent

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’.

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System Setup > Case Summary

Posted on by wikiagent

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’.

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System Setup > Associate Summary

Posted on by wikiagent

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’.

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Associate List > Associate Filter

Posted on by wikiagent

Filters are used to create a listing with specific data. Users can set a maximum of 5 filters, selecting from available fields, and apply them to the listing as needed.

The following are the steps to create and apply customized filters for the ASSOCIATES list:
1. Go to the ‘ASSOCIATES’ tab.

2. Click on the ‘Filter’ option.

3. After clicking on ‘Filter’, a popup window will open to create a new filter.
a. Existing filters, if available, will be displayed under the ‘Saved Filters’ section.

4. Click on the ‘Add Filter’ button to create a new filter.

5. Clicking ‘Add Filter’ will open a new window where the user can set the filter criteria according to the requirements.

6. Enter a name for the filter.

7. Select the field from the dropdown where the filter should be applied.

8. Apply the condition to set the filter.

9. Select or enter the value to set the filter.

10. Choose either ‘Match All Filter Rules’ or ‘Match Any Filter Rule’ based on the needs.

11. There are three options at the bottom: Back, Save, and Save & Apply’.

12. Clicking ‘Back’ will return the user to the first page of the ‘Filter’ window.

13. Clicking Save will only save the filter, displaying it in the filter listing (it will not be applied to the listing).

14. The system will generate a confirmation message for the newly created filter.

15. Clicking Save & Apply will save the filter under the ‘Filter’ listing and apply it to the ASSOCIATES > Cases List.

16. The system will generate a confirmation message, and the filter will be applied to the All Associates List.

17. The Associates listing will now display according to the criteria set in the filter.
18. Hovering over the ‘Filter’ icon will display the name of the applied filter.

19. The user can apply any available filter by clicking the filter option, selecting the desired filter, and then clicking Apply.
20. Clicking Apply will apply the selected filter to the listing.
21. To view the filter criteria:
a. Click on the ‘Filter’ again and hover over the ‘View’ icon.
b. Click on the ‘View Filter’ option.

22. The filter criteria will be displayed:
a. Only the ‘Back’ button will be shown.
b. The selected fields and criteria will be greyed out and cannot be edited.

23. To edit the filter:
a. Click on the ‘Filter’ again and hover over the ‘Edit’ icon.
b. Click on the ‘Edit Filter’ option.

24. The filter window will open with the existing criteria, allowing users to modify the filter.

25. Users can apply multiple ‘Filter’ criteria simultaneously:
a. Applying more ‘Filter’ criteria and then clicking on ‘Save & Apply’.

26. The updated filter will be applied to the All Associates List.

27. To delete a filter:
a. Click on the ‘Filter’ again and hover over the ‘Delete’ icon.
b. Click on the ‘Delete Filter’ option.

28. The system will ask for confirmation. Click Delete to proceed.

29. The system will generate a confirmation message, and the filter will be deleted.

30. To check if the filter has been deleted:
a. Click on the ‘Filter’ again.
b. Checking the listing: A deleted filter will not be available in the ‘Saved Filters’ section.

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Associate Cases > Associate Cases Display

Posted on by wikiagent

Case Displays are used to create specific views of listings. Users can set a maximum of 5 saved displays, selecting from the available fields, and apply them to the Cases list as needed.

The following are the steps to use the Display feature:
1. Navigate to the ‘ASSOCIATES’ tab where you will find the ‘All Associates List’.

2. Click on an Associate to proceed.

3. The ‘Dashboard’ will open. Click on the ‘CASES’ option.

4. The ‘Cases’ page will open, showing a list of cases registered under the Associate.

5. Click on the ‘Display’ icon to create a display.

6. A popup page will open  Any existing ‘Displays’ will be listed under ‘Saved Displays’.

7. Click on ‘Add Display’ to create a new ‘Display’.

8. A window will open.

9. The system will allow the selection of a maximum of 15 fields.

10. The user can view the list of fields by clicking on the down arrow for any field group.
11. Click on the down arrow to reveal the fields for selection.

12. After clicking the down arrow next to ‘Personal Information’, the list of personal information fields will be opened.

13. Select the necessary fields to configure the ‘Display’ view from the Personal Information fields.

14. Similarly, you can select fields to configure the ‘Display’ view from the ‘Contact Information’ fields.

15. Similarly, you can select fields to configure the ‘Display’ view from the ‘RSA Information’ fields.

16. After field selection is complete there are three options: Back, Next, and Cancel.

17. Clicking on Cancel will close the window.
18. Clicking on ‘Back’ will redirect to the first page of the ‘Display’.

19. Clicking on ‘Next’ will open a new page listing the selected fields.
20. Users can change the sequence of the displayed fields using the six dots.

  • Apart from the ‘Name’ field, all other fields can be changed.

21. Add the ‘Display’ Name at the end.

22. On the same page there are three options: Back, Save & Apply, and Save.

23. Clicking on ‘Back’ will return you to the ‘Add Display’ page.

24. Clicking ‘Save’ will save the ‘Display’, and it will be listed under Saved Displays (it will not be applied to the listing).

25. The system will generate a message that the ‘Display created successfully’.

26. Clicking on ‘Save & Apply’ will save the ‘Display’ under the ‘Saved Display’ listing and apply it to the ‘ASSOCIATES > Cases’ list.

27. The system will generate a confirmation message, and the ‘Display’ will be applied to the ‘Cases’ list.

28. The ‘Cases’ listing will display the list according to the criteria set in the ‘ASSOCIATES > CASES > Display’.
29. Hovering the mouse over the ‘Display’ icon will show the name of the applied display.

30.The user can apply any available Display by clicking on the Display option, selecting the desired display, and then clicking on Apply.
31. Users can view the ‘Display’ criteria by opening the Display popup and clicking on the ‘View Display’ icon.

32. The creation criteria will be displayed.
a. Apply and Cancel buttons will be available.
b. Users can apply the ‘Display’ by using the ‘Apply’ option.

33. The user can Edit any available Display by clicking on the Display option, selecting the desired display, and then clicking on the ‘Edit Display’ icon.

34. The ‘Display’ window will open with the existing criteria, and users can modify the ‘Display’.

35. Users can change the criteria of the ‘Display’ and click on ‘Save & Apply’.

36. An updated ‘Display’ will be applied to the ‘ASSOCIATES > Cases’ listing.

37. The user can delete any available Display by clicking on the Display option, selecting the desired display, and then clicking on the ‘Delete Display’ option.

38. The system will ask for confirmation. Click on ‘Delete’.

39. The system will generate a confirmation message and the ‘Display’ will be deleted.

40. Users can verify if the ‘Display’ is deleted or not by opening the Display option and checking the Saved Displays..

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Associate Cases > Associate Cases Filter

Posted on by wikiagent

The Cases Filter feature allows users to create a customized listing by applying up to 5 filters. Users can choose from the available fields and apply them to refine the data as needed.

The following are the steps to create and apply a customized filter for ASSOCIATES Cases listing:
1. Navigate to the ‘ASSOCIATES’ tab where you’ll find the list of All Associates.

2. Click on an Associate to proceed.

3. After clicking on the Associate, the ‘Dashboard’ of their profile will open. Then, click on the ‘CASES’ option.

4. The ‘Cases’ page will open, showcasing a list of cases registered under this specific Associate.

5. Click on ‘Filter’ option.

6. By clicking on ‘Filter’, will open a popup page to create a new filter.
a. Existing ‘Filters’ will be listed under ‘Saved Filters’, if available.

7. Click on the ‘Add Filter’ button within the popup window to create a new filter.

8. By clicking on ‘Add Filter’ will open a popup window where you can set the filter criteria according to your requirements.

9. Add filter name.

10. Select the field from the dropdown where the ‘Filter’ needs to be applied.

11. Apply the ‘Condition’ to set the ‘Filter’.

12. Select or enter the ‘Value’ to set the filter.

13. Select either the ‘Match All Filter Rules’ or ‘Match Any Filter Rule’ option as per the requirement.

14. There are three options: Back, Save and Save & Apply.

15. By clicking on ‘Back’, it redirects to the first page of the ‘Filter’.

16. By clicking on ‘Save’, only the ‘Filter’ will be saved and displayed in the filter listing. (It will not be applied to the listing.)

17. The system will generate a confirmation message only for the created filter.

18. Clicking on ‘Save & Apply’ will save the ‘Filter’ under the ‘Filter’ listing and apply it to the ‘ASSOCIATES > Cases List’.

19. The system will generate a message, and the ‘Filter’ will be applied to the ‘ASSOCIATES > Cases List’.

20. Now, the Associates listing will display the list according to the criteria set in the ‘Filter’.
21. Hovering the mouse over the filter icon will display the name of the applied ‘Filter’.

22. The user can apply any available filter by clicking on the filter option, selecting the desired filter, and then clicking on Apply.
23. By clicking on Apply, the selected filter will be applied to the listing.
24. Users can view the filter criteria by:
a. Clicking on the ‘Filter’ again and hovering over the ‘View’ icon.
b. Clicking on the ‘View Filter’ option.

25. The ‘Filter’ criteria will display:
a. Only the ‘Back’ button will be displayed.
b. The selection of fields and criteria will be greyed out and not editable.

26. Users can edit the ‘Filter’ by:
a. Clicking on the ‘Filter’ again and hovering over the ‘Edit’ icon.
b. Clicking on the ‘Edit Filter’ option.

27. The ‘Filter’ window will open with the existing criteria, and users can modify the ‘Filter’.

28. Users can apply multiple filter criteria simultaneously by:
a. Applying more filter criteria and then clicking on ‘Save & Apply’.

29. An updated ‘Filter’ will be applied to the ASSOCIATES > ‘Cases List’.

30. Users can ‘Delete’ the ‘Filter’:
a. Clicking on the ‘Filter’ again and mouse over on the ‘Delete’ icon.
b. Click on the ‘Delete Filter’ option.

31. The system will ask for confirmation. Click on ‘Delete’ to proceed.

32. The system will generate a message, and the ‘Filter’ will be ‘Deleted’.

33. Users can check if the filter is deleted by:
a. Clicking on the ‘Filter’ again.
b. Checking the listing: A deleted filter will not be available in the ‘Saved Filters’ section.

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Associate Cases > Associate Cases Export

Posted on by wikiagent

The Export feature is used to export specific records according to the creation date.

The following are the steps to Export data:
1. Navigate to the ‘ASSOCIATES’ tab where you will find the All-Associate List. Click on an associate to proceed.

2. Click on an associate to proceed.

3. The ‘Dashboard’ will open. Click on the ‘CASES’ option.

4. A list of the associate’s cases will display. Click on the ‘Export’ icon.

5. A pop-up window will open displaying the selection criteria for ‘Period’:
There are four options available:
a. Last 10 days – This option is used to export records from the last 10 days.
b. Last 30 days – This option is used to export records from the past 30 days.
c. Current month – This option is used to export records for the Current Month.
d. Date Range – This option is used to export records for the selected date range within 90 days.

6. For the first three options, select the radio button and click on the ‘Export’ button.
7. Records will be exported according to the selected option, and a CSV file will be saved.
8. For the Date Range option, specific dates will need to be selected.

9. After selecting the dates, click on the ‘Export’ button.

10. The records will be exported and a CSV file will be saved.

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Associate Cases > Associate Cases Print

Posted on by wikiagent

The Case Print feature is used to print specific data for the current page after applying any filters or search criteria. For example, if you are on the second page, it will only print the data displayed on that page, not all the data in the listing.

The following are the steps to view and update the Associate Cases List:
1. Navigate to the ‘ASSOCIATES’ tab where you’ll find the ‘All Associates List’.

2. Click on an Associate to proceed.

3. After clicking on the Associate, the ‘Dashboard’ of their profile will open. Then, click on the ‘CASES’ option.

4. The ‘Cases’ page will open, showcasing a list of cases registered under this specific Associate.
5. Click on the ‘Print’ option.

6. After clicking on ‘Print’, a popup page will open displaying the current page data and various print options.

  • Select the print option from the ‘Destination’ field and click on the ‘Print’ button.
    • Select the ‘Save as PDF’ option from the ‘Destination’ field and click on the ‘Save’ button to save the file.
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    Associate Cases > Associate Cases

    Posted on by wikiagent

    The CASES option will display all cases registered under a particular Associate, excluding those in the Trash and Archive SFA Folder.

    The following are the steps to view and update an Associate’s Case List:
    1. Navigate to the ‘ASSOCIATES’ tab where you’ll find the list of All Associates.

    2. Click on an Associate to proceed.

    3. The ‘Dashboard’ will open. Click on the ‘CASES’ option.

    4. The ‘Cases’ page will open displaying the list of cases registered under the Associate.

    5.The Associate Summary is displayed in the ‘Cases’ list on the left side. The display of the Associate Summary can be managed from Setup > Quick Profile > Associate.

    6. Deselecting the pin on the Associate Summary will reveal the option to hide the Associate Summary.

    7. Clicking the arrow ‘<’ will hide the Associate Summary.

    8. Clicking the arrow ‘>’ will display the Associate Summary.

    9.Selecting the pin option will keep the Associate Summary visible.

    10. Data can be sorted in ascending or descending order by clicking on the field title. When the user clicks on the field title, the list of the ‘Cases’ will be arranged in descending order.

    11. When the user clicks on the title again, the list of the ‘Cases’ will be arranged in ascending order.

    12. On the right side at the top, there is a ‘Display’ feature. Users can customize the fields and arrange the specific display of the page using this option.

    13. On the right side at the top, there is a ‘Filter’ feature. Users can filter information from Associate’s ‘Cases’ using this option.

    14. On the right side at the top, there is an ‘Export’ feature. Users can export specific data from the Associate’s ‘Cases’ using this option. The exported data will be based on the selected date range.

    15. On the right side at the top, there is a ‘Print’ feature. Clicking on ‘Print’ allows users to print the current page. The print feature will print the data according to the selected display settings.

    16. At the bottom of the page, there is a feature to adjust the number of ‘Cases’ displayed per page from the ‘Display’ dropdown menu.

    17. The ‘Display’ dropdown menu offers six options to set the number of entries for the Display List:

    • 10
    • 20
    • 25
    • 50
    • 75
    • 100

    18. After selecting an option from the ‘Display’ dropdown, the system will arrange and display the entries on one page according to the user’s selection.

    19. Additionally, the pagination of the cases list will be adjusted by the system according to the selected option.
    For example,

    • If the user selects 10 entries per page, the system will display 10 entries per page, and the data will be distributed accordingly.
    • If the user selects 25 entries per page, the system will display 25 entries per page, and the data will be distributed accordingly.

    20. The pagination will function according to the number of entries set, providing options for users to select a specific page or navigate directly to the first, next, previous, or last page.
    21. By clicking on the double arrow ‘>>’ on the right side, users can directly navigate to the last page.

    22. By clicking on the single right arrow ‘>’, users can navigate to the next page.

    23. By clicking on the double arrow ‘<<‘ on the left side, users can directly navigate to the last page.

    24. By clicking on the single left arrow ‘<‘, users can navigate to the previous page.

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    Associate List > All Associates List

    Posted on by wikiagent

    Associates List – All Associates display all associates currently available in the system, excluding those in the Trash and Archive SFA Folder.

    The following are the steps to access the Associates List:
    1. Navigate to the ‘ASSOCIATES’ tab, where you’ll find the ‘All Associates List’.

    2. Click on the field title to view associates in ascending or descending order. Clicking the title displays a downward arrow beside it, arranging associates accordingly. For instance, clicking ‘Name’ sorts of names in descending order.

    3. When the user clicks on the title again, an upward arrow will appear beside it, arranging associates in ascending order. For example, clicking the upward arrow next to the ‘Email’ title displays the email IDs in ascending order.

    4. On the left-side panel, there is a search feature. Users can utilize the ‘Search’ option to find specific associates by selecting different criteria.

    5. On the left-side panel, there is an option to view recently accessed associates. Clicking on ‘Recent Associates’ allows users to see the five most recently accessed associates.

    6. On the left-side panel, there is a feature to add an associate. Clicking on the ‘Add Associate’ option will display a form with various fields, allowing users to input information and add an associate.

    7. On the right side at the top, there is a ‘Display’ feature. Users can customize the fields and arrange the display of the page using this option.

    8. On the right side at the top, there is an ‘Export’ feature. Users can export specific data from all associates using this option. The exported data will be based on the selected date range.

    9. On the right side at the top, there is a ‘Print’ feature. Clicking on ‘Print’ allows users to print the current page. The print feature will print the data according to the selected display settings.

    10. On the right side at the top, there is a ‘Filter’ feature. Users can refine the displayed data by filtering specific information from all associates using this option.

    11. On the right side at the top, there is a ‘Quick Search’ feature. Users can quickly search for data across all associates using this option.

    12. At the bottom of the page, there is a feature to adjust the number of associates displayed per page from the ‘Display’ dropdown menu.

    13. The ‘Display’ dropdown menu offers six options to set the number of entries for the display list:
    a. 10
    b. 20
    c. 25
    d. 50
    e. 75
    f. 100
    14. After selecting an option from the ‘Display’ dropdown, the system will arrange and display the entries on one page according to the user’s selection.
    15. Additionally, the pagination of the associates list will be adjusted by the system according to the selected option.
    For example:

    • If the user selects 10 entries per page, the system will display 10 entries per page, and the data will be distributed accordingly.
    • If the user selects 50 entries per page, the system will display 50 entries on each page, and the data will be distributed accordingly.

    16. The pagination will function according to the number of entries set, providing options for users to select a specific page or navigate directly to the first, next, previous, or last page.
    17. By clicking on the double arrow ‘»’ on the right side, users can directly navigate to the last page.

    18. By clicking on the single right arrow ‘>’, users can navigate to the next page.

    19. By clicking on the single left arrow ‘<‘, users can navigate to the previous page.

    20. By clicking on the double arrow ‘«’ on the left side, users can directly navigate to the first page.

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    Reports > Enhance Report

    Posted on by wikiagent

    The Enhance Report allows users to create and manage reports within the system, enabling easy review and updates at any time.

    The following are the steps to manage the Enhance Report:
    1. Navigate to the ‘TOOLS’ tab and select Reports from the left-side panel.

    2. A pop-up window will open. Click on Enhance Report.

    3. The Enhance Report page will load, displaying a list of existing reports, including columns for Report Name, Description, Report Type, Updated Date, Created By, and Action.

    4. To create a new Enhance Report, click the ‘Add Report’ icon.

    5. A new pop-up window will appear with fields for the Add Report page, including Name, Availability, and Description. The Save & Next and Cancel buttons are located at the bottom. The remaining page will be greyed out.
    6. Fields marked with an asterisk (*) are mandatory, such as Name.
    7. The Description field allows for up to 500 characters.

    8. Fill in the required fields and click ‘Save & Next’ to save the report and proceed to the next step.

    9. A confirmation message will appear indicating the report has been added. The newly created report will be displayed in the list.

    10. The system will then redirect you to the Display Fields page.

    11. From the Available Columns on the left, select the fields you want to include in the report. The selected fields will appear in the Selected Columns List on the right. Click Save & Next to continue or click Back to make changes.
    12. A minimum of 1 field and a maximum of 25 fields can be added.

    13. The next page, Set Criteria, will open.

    14. Add the criteria for the report and click Save & Next to proceed, or click Back to modify any previous selections.

    15. The Group By page will open next.

    16. Select a field by which you want to group the data. Click Save & Next to continue or Back to update any previous steps.

    17. The Order By page will open.

    18. Choose a field to sort the data by. Click Save & Next to move on or Back to make changes.

    19. A confirmation message will appear confirming the report has been successfully created, and it will be available in the report list.

    20. Each report in the list will have three option:
    a. View
    b. Edit
    c. Delete

    21. To view the report, click on the View icon.

    22. When viewing the report, note the following:
    a. Only the first 500 records will be displayed on the screen, but when you export the report, all records will be included in the CSV file.
    b. The Group By field(s) will appear as a new column at the end of the exported file.

    23. While viewing the report, you have the following options:
    a. Export
    b. Print
    c. Close

    24. Click Export to download the data in CSV format. A message will confirm the report has been successfully exported, and the CSV file will be saved to a temporary location.

    25. Click Print to print the report.

    26. A pop-up window will open showing the current page data with various print options. Select Save as PDF from the Destination field and click Save to save the file to a location of your choice.

    27. To close the report, click the Close icon in the top-right corner.

    28. To edit the report, click the Edit icon.

    29. The report will open in edit mode.

    30. The user can make changes to any part of the report. For example, to add a Mobile field, go to the Display Fields page, select the Mobile field, and save the report.

    31. Changes are saved, and a confirmation message will appear.

    32. To view the changes, open the report by clicking the View icon.

    33. If the report is no longer needed, click the Delete icon to remove it.

    34. A confirmation pop-up will appear. Click Delete to confirm.

    35. A confirmation message will appear, indicating the report has been deleted and is no longer available in the list.

    36. The user can adjust how many reports appear per page using the Display dropdown at the bottom, and the pagination will update accordingly, allowing you to navigate easily between pages.

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    Manage Subscriptions > WhatsApp

    Posted on by wikiagent

    The ‘Manage Subscription for WhatsApp’ option allows users to control their WhatsApp message preferences, including subscribing or unsubscribing from notifications. This functionality is primarily used to manage phone numbers on the unsubscribe list, ensuring that users no longer receive unwanted WhatsApp messages.

    The following are the steps to manage WhatsApp Subscriptions:

    1. Navigate to the ‘TOOLS’ tab. Click on Manage Subscriptions from the left side panel.

    2. The user will be directed to the ‘Manage Subscription’ page, which includes three tabs: Email, SMS, and WhatsApp.

    3. Click on the ‘WhatsApp’ tab.

    4. The WhatsApp – Manage Subscription page will open, displaying a list of existing WhatsApp Subscriptions, including the From Number, To Number, Status, Type, Status Date, Created By, and Action fields.
    5. There are four options for each subscription:
    a. View
    b. Edit
    c. History
    d. Delete

    6. Click on the ‘Add WhatsApp unsubscribe’ icon in the top-right corner to add a new phone number to the WhatsApp unsubscribe list.

    7. A pop-up window will open with fields for From, To, To Number, Unsubscribe and Description and Save and Cancel buttons at the bottom.
    8. Fields marked with an asterisk (*) are mandatory.
    9. The user can enter up to 500 characters in the Description field.

    10. Fill in the fields and click on the ‘Save’ button to add the phone number to the WhatsApp subscriptions list.

    11. A confirmation message will appear and the user will see the phone number and its details in the list.

    12. To find specific subscription details, use the ‘Search’ functionality. Click on the second-to-last icon in the top-right corner.

    13. By clicking on the search icon, it will expand. Enter the keyword and click on the search icon again. For example, search for ‘9858645859,’ which is a phone number.

    • The User can use From Number, To Number, Status, and Type as keywords.
    • A minimum of 3 characters are needed to search.

    14. The search result will display. To restore the page to its original view, click the ‘Cancel’ button.

    15. The page will return to its default state.

    16. Click on the ‘View’ icon, the first option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the details of unsubscribed phone number in the WhatsApp subscription list.

    17. A pop-up window will open where all the fields are read-only, and the user can view them without making any changes. After viewing the details, click the ‘Cancel’ button to close the pop-up.

    18. Click on the ‘Edit’ icon, the second option in the Action column on the right side of the Subscription List, highlighted by a red box, to modify the details of the unsubscribed WhatsApp phone number.

    19. A pop-up window will open, allowing the user to update the status or Description of the unsubscribed WhatsApp.

    20. Update the details to modify the subscription. For example, we updated the status from ‘Unsubscribe’ to ‘Subscribe’. After making the changes, click on the ‘Save’ button.

    21. A confirmation message will appear indicating that the subscription has been updated, and the phone no. has been removed from the unsubscribed list.

    22. Click on the ‘History’ icon, the third option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the history of the subscription.

    23. A new page will open displaying the history of the Unsubscribe List.  Click the drop-down on the right side of the Unsubscribe List, highlighted by a red box, to view the detailed history.

    24. The detailed history will be displayed. Click the back button on the right side at the top, highlighted by a red box, to return to the Manage Subscription page.

    25. Click the ‘Delete’ icon, the last option in the Action column on the right side of the Subscription List, highlighted by a red box, to remove the subscription from the list if it is no longer needed.

    26. Click the ‘Delete’ option in the confirmation message to proceed with removing the subscription from the list.

    27. A confirmation message will appear, indicating that the subscription has been deleted and is no longer available on the list.

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    Manage Subscriptions > SMS

    Posted on by wikiagent

    The ‘Manage Subscription for SMS’ option allows users to control their SMS preferences, including subscribing or unsubscribing from SMS notifications. This functionality is primarily used to manage phone numbers on the unsubscribe list, ensuring that users no longer receive unwanted SMS messages.

    The following are the steps to manage the SMS Subscriptions:
    1. Navigate to the ‘TOOLS’ tab. Click on ‘Manage Subscriptions’ from the left side panel.

    2. The user will be directed to the ‘Tools – Manage Subscription’ page, which includes three tabs: Email, SMS, and WhatsApp.

    3. Click on the ‘SMS’ tab.

    4. The ‘SMS – Manage Subscription’ page will open, displaying a list of existing SMS Subscriptions. The list includes the following fields: From Number, To Number, Status, Type, Status Date, Created By, and Action.
    5. There are four options for each subscription:
    a. View
    b. Edit
    c. History
    d. Delete

    6. Click on the ‘Add SMS Unsubscribe’ icon in the top-right corner to add a new phone number to the SMS unsubscribe list.

    7. A pop-up window will open with fields for From, To, To Number, Unsubscribe and Description and Save and Cancel buttons at the bottom.
    8. Fields marked with an asterisk (*) are mandatory.
    9. The user can enter up to 500 characters in the Description field.

    10. Fill in the fields and click on the ‘Save’ button to add the phone number to the SMS unsubscribe list.

    11. A confirmation message will appear once the phone number is successfully added to the SMS unsubscribe list, and the user will see the phone number and its details in the list.

    12. To find specific subscription details, use the ‘Search’ functionality. Click on the second-to-last icon in the top-right corner.

    13. Click the search icon to expand the search field. Enter the keyword and click the search icon again. For example, search for ‘9858645859,’ which is a phone number.
    • The User can use From Number, To Number, Status and Type as keywords.
    • A minimum of 3 characters are needed to search.

    14. The search results will be displayed. To restore the page to its original view, click the ‘Cancel’ button.

    15. The page will return to its default state.

    16. Click on the ‘View’ icon, the first option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the details of the unsubscribed phone number in the SMS subscription list.

    17. A pop-up window will open where the fields are read-only, and the user can not make any changes. After viewing the details, click the ‘Cancel’ button to close the pop-up.

    18. Click on the ‘Edit’ icon, the second option in the Action column on the right side of the Subscription List, highlighted by a red box, to modify the details of the unsubscribed phone number.

    19. A pop-up window will open.

    20. Update user is able to update the status or Description of the unsubscribed SMS. For example, we updated the status from ‘Unsubscribe’ to ‘Subscribe’. After making the changes, click the ‘Save’ button.

    21. A confirmation message will appear and the phone number has been removed from the unsubscribed list.

    22. Click on the ‘History’ icon, the third option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the subscription history.

    23. A new page will open displaying the history of the Unsubscribe List. Click the drop-down on the right side of the Unsubscribe List, highlighted by a red box, to view detailed history.

    24. The detailed history will display fields such as No., Field Name, Old Value, and New Value. Click the back button on the right side at the top, highlighted by a red box, to return to the Manage Subscription page.

    25. Click the ‘Delete’ icon, the last option in the Action column on the right side of the Subscription List, highlighted by a red box, to remove the subscription from the list if it is no longer needed.

    26. Click the ‘Delete’ option in the confirmation message to proceed with removing the subscription from the list.

    27. A confirmation message will appear, and the subscription is no longer available on the list.

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    Manage Subscriptions > Email

    Posted on by wikiagent

    The ‘Manage Subscription for Email’ option allows users to control their email preferences, including subscribing to or unsubscribing from email notifications. This functionality is primarily used to manage email addresses on the unsubscribe list, ensuring that users no longer receive unwanted emails from the selected categories.

    The following are the steps to manage the Email Subscriptions:
    1. Navigate to the ‘TOOLS’ tab. Click on ‘Manage Subscriptions’ from the left side panel.

    2. The user will be directed to the ‘Manage Subscriptions’ page, which includes three tabs: Email, SMS, and WhatsApp.

    3. By default, the Manage Subscriptions page will open with the Email tab selected, displaying a list of existing Email Subscriptions, along with columns: Email, Email Category, Status, Type, Status Date, Created By, and Action.
    4. There are four options in ‘Action’ for each subscription:
    a. View
    b. Edit
    c. History
    d. Delete

    5. Click on the ‘Add Email Unsubscribe’ icon in the top-right corner to add a new email address to the subscription list.

    6. A pop-up window will open with fields for Email, Unsubscribe, Description, Email Category, and options Save and Cancel at the bottom.
    7. Fields marked with an asterisk (*) are mandatory.
    8. The user can enter up to 500 characters in the Description field.

    9. Fill in the fields and click the ‘Save’ button to add the required email to the unsubscribe list.

    10. A confirmation message will appear and the newly added email address and its details will appear in the list.

    11. The user can find the subscription using the search functionality. Click on the second-to-last icon in the top-right corner.

    12. Click the search icon to expand the search field. Enter the keyword and click the search icon again. For example, we are searching for the word ‘poonam’, which is in the email address.
    • The user can use Email Address, Email Category, Status, and Type as keywords.
    • A minimum of 3 characters is required to perform a search.

    13. The search results will be displayed. Click the ‘Cancel’ button to restore the page to its original view.

    14. The page will return to its default state.

    15. Click on the ‘View’ icon, in the first option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the details of the unsubscribed email addresses.

    16. A pop-up window will appear where all the fields are read-only, and the user can view them without making any changes. After viewing the details, click the ‘Cancel’ button to close the pop-up.

    17. Click on the ‘Edit’ icon, the second option in the Action column on the right side of the Subscription List, highlighted by a red box, to modify the unsubscribed details.

    18. A pop-up window will open, allowing the user to update the status or Description of the unsubscribed email.

    19. Update the details as needed. For example, we updated the status from ‘Unsubscribe’ to ‘Subscribe’. After making the changes, click the ‘Save’ button.

    20. A confirmation message will appear and the email has been removed from the unsubscribed list.

    21. Click on the ‘History’ icon, the third option in the Action column on the right side of the Subscription List, highlighted by a red box, to view the history of the subscription.

    22. A new page will open with the history of the Unsubscribe List, showing the Updated By, Updated Date, IP Address, and Updated Count. Click the drop-down on the right side of the Unsubscribe List, highlighted by a red box, to view the detailed history.

    23. The detailed history will display fields such as No., Field Name, Old Value, and New Value. Click the back button on the right side at the top, highlighted by a red box, to return to the Manage Subscription page.

    24. Click the ‘Delete’ icon, the last option in the Action column on the right side of the Subscription List, highlighted by a red box, to remove the subscription from the list if it is no longer needed.

    25. Click the ‘Delete’ option in the confirmation message to proceed with removing the subscription from the list.

    26. A confirmation message will appear and the subscription is no longer available on the list.

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    System Setup > Status Flag

    Posted on by wikiagent

    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
    • 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
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    Template Creator > WhatsApp

    Posted on by wikiagent

    WhatsApp – The WhatsApp template creator streamlines and accelerates the process of sending WhatsApp messages using pre-designed templates. These templates can be easily accessed to send WhatsApp messages through the system.


    The following are the steps for managing WhatsApp message template:

    1. Navigate to the ‘TOOLS’ tab.

    2. The Tools tab will open, displaying the ‘Tools – Life – Template Creator’ with four tabs: Email, Letter, SMS, and WhatsApp.

    3. Click on the ‘WhatsApp’ tab, which will display a list of existing WhatsApp templates along with details such as Template Name, Category, Template ID, Language, Template Type, Approval Status, Usage, Created By, Create Date and Action.

    4. Click on the ‘Create WhatsApp Template’ icon to begin creating a new WhatsApp template.

    5. A pop-up window will appear with fields for Template Name, Language, WhatsApp Category, Template Type, Template Category, Usage (defaulted to ‘Public’), Template Header, Template Body and Template Footer. At the bottom, there will be options to Save, Save And Submit for Approval, and Cancel.
    6. Fields marked with an asterisk (*) are mandatory.
    7. The length of the Template Body is 1600 characters.

    8. Fill in the fields.
    9. On the right-hand side, there is a list of fields that will fetch details for the selected user.
    10. Users can click on fields or search from the list to use in the template.
    11. Double-clicking on the selected field will add them to the content area.
    For example, users can include fields such as Date, Salutation, and FirstNameLastName.

    12. Click the ‘Save’ button to save the template.

    13. A confirmation message will appear once the template is created, and the user will find the newly created template and its details in the list.

    14. Click on the ‘View’ icon to view the existing Template.

    15. A pop-up window will open, where the user can view the details of the template in read-only.

    16. Click on the ‘Edit’ option to modify the template.

    17. A pop-up window will appear, allowing the user to update details of the template.

    18. After making the changes, click the ‘Save’ button.

    19. A confirmation message will appear indicating that the template has been updated.

    20. Select the ‘Delete’ option to remove the template from the list if it is no longer needed.

    21. Click the ‘Delete’ option in the confirmation message to proceed with removing the template from the list

    22. A confirmation message will appear, indicating that the template has been deleted and is no longer available.

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    System Setup > SFA Folder

    Posted on by wikiagent

    SFA Folder refers to the streamline sales processes and is used to allow sales teams to manage and track customer interactions more efficiently.

    Setup SFA Folder

    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 SFA Folder

      • Note: The user can also access this page by typing SFA Folder in the Enter Text to Search bar


    5. The SFA Folder page opens with a list of existing SFA folders
    6. There is an Add button above the Action Column on the right panel to add new SFA Folder
    7. There are options to View (), Edit ( ) and Delete ( ) the existing SFA Folder under the Action column
      • Note: If there are cases in the SFA Folder, the Delete button will not be available for that SFA Folder and it cannot be deleted
    8. Also, users can Rearrange () SFA Folder according to their requirements

    Add New SFA Folder

    1. Click the Add button to add new SFA Folder
    2. The Add SFA Folder window will open, allowing the user to enter the required details to create a new SFA Folder
      • Initial SFA Folder: Select this checkbox to keep the SFA Folder at the top of the folder list
      • Add Folder After: The user can choose an existing SFA Folder from the drop-down menu, and the new SFA Folder will be added immediately after the selected folder, allowing it to be placed in the desired order
      • Name: Enter the clear, descriptive name. This is what users will see under the Cases tab
      • Select Folder Color: Choose a color for the SFA Folder to help visually distinguish it from others
      • Description: Optional explanation of the SFA Folder’s description
    3. Click Save button. The SFA Folder is now listed and ready to use

    View SFA Folder

    1. Click View () icon from the Action Column for the SFA Folder you want to view details of SFA Folder, new page will open with all details of SFA Folder

    View SFA Folder in Cases tab

    1. Navigate to the Cases tab from the top menu
    2. From the left-side panel, click SFA Folder to view the available SFA Folders along with the number cases in each SFA Folder

    Update SFA Folder

    1. To update the existing SFA Folder from the available list, Click on Edit () icon from Action Column for the SFA Folder you want to edit/change
    2. Clicking Edit ( ) icon will open the selected SFA Folder in edit mode with title Edit SFA Folder.
      Update the required details and click Save

    Delete SFA Folder

    1. To delete the existing SFA Folder from the available list, click on Delete () icon from the Action Column for the SFA Folder you want to deleteNote: Delete option will not be available for a SFA Folder if there are cases in it.To delete a SFA Folder that does not have a Delete button, the user must move all cases from that SFA Folder to another SFA Folder. Once the SFA Folder has no cases, the Delete button will appear, allowing the user to delete the SFA Folder
    2. It will ask for confirmation popup, click on Deleted button to delete SFA Folder otherwise click on Close button

    Re-Arrange SFA Folder

    1. SFA Folders can be rearranged () to set their priority in the search results
    2. Hover over the Re-arrange () icon at the beginning of a SFA Folder
    3. Click and drag the Re-arrange () icon to move up or down the SFA Folder to the desired position, then drop it to save the new order
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    Template Creator > SMS

    Posted on by wikiagent

    SMS – SMS templates is used to simplify and speed up the process of sending messages. These templates can be utilized for any SMS sent through the system.

    The following are the steps for creating SMS templates:

    1. Navigate to the ‘TOOLS’ tab.

    2. The Tools tab will open, displaying the ‘Tools – Life – Template Creator’ with four tabs: Email, Letter, SMS, and WhatsApp.

    3. Click on the ‘SMS’ tab. A list of existing SMS templates will display details including Template Name, Category, Usage, Created By, Create Date and Action.

    4. Click on the ‘Create SMS Template’ icon to begin creating a new SMS template.

    5. A pop-up window will open with fields for Template Name, Template Category, Usage (defaulted to ‘Public’), Description, and Content. At the bottom, there is an Associate Dropdown and Preview, Save, and Cancel options.
    Fields marked with an asterisk (*) are mandatory.

    6. Fill in the fields to create an SMS message template. Also, on the right-hand side, there is a list of fields that will fetch details for the message. Search for field names to use in the templates. Double-clicking on the field will add it to the content area. For example, users can include fields such as FirstNameLastName and Date.

    7. At the bottom, there is a dropdown. Click on the dropdown to open it.

    8. Select the associate from the list of associates from the dropdown and click the ‘Preview’ button to view a preview of the template.

    9. A pop-up window will appear, showing the template details in preview mode. Click the ‘Cancel’ button to close the window.

    10. Click the ‘Save’ button to save the template.

    11. A confirmation message will appear and the template is created.  The user will find the newly created template and its details in the list.

    12. Click on the ‘View’ icon to view the existing Template.

    13. A pop-up window will open, where the user can view the details of the template in read-only.

    14. Click on the ‘Edit’ option to modify the template.

    15. A pop-up window will open, allowing the user to update any details related to the template.

    16. Update the details to modify the template. For example, add the ‘Salutation’ field. After making changes, click the ‘Save’ button.

    17. A confirmation message will appear indicating that the template has been updated.

    18. Select the ‘Delete’ option to remove the template from the list if it is no longer needed.

    19. Click the ‘Delete’ option in the confirmation message to proceed with removing the template from the list.

    20. A confirmation message will appear, indicating that the template has been deleted and is no longer available in the list.

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    Cases List > Case List

    Posted on by wikiagent

    Cases List – All Cases – showing all cases available in the system other than cases available in Trash and Archive SFA Folder.

    The following are the steps for viewing the Cases List:
    1. Navigate to the ‘CASES’ tab, where you will find the Cases List – All Cases.

    2. Data can be sorted in ascending or descending order by clicking on the field title. When the user clicks on the field title, cases will be arranged in descending order.

    3. And when the user clicks on the field title again, the cases will be arranged in ascending order.

    4. The left side panel consists of links for easy access.
    5. By using the ‘Search’ link, users can search for cases with different filters.

    6. There is a ‘Search and Create’ New link. If you search and cannot find the case, you are looking for you can create a new one directly from this link.

    7. By clicking on the ‘Recent Case link, users can view the five most recently opened case.

    8. There is a feature of submitting a case. By clicking on the ‘Add Case’ link, the system will display a list of available forms with various types of fields, through which users can submit a case.

    9. There is an option to view the list of available SFA Folders in the system. By clicking on the ‘SFA Folder’ option, the system will display all SFA Folder lists along with the total number of case available in each SFA Folder. Additionally, users can search for specific SFA Folders using the search feature.

    10. There is also an option to view the list of available Pipelines in the system. By clicking on the ‘Pipeline’ option, the system will display all pipeline lists along with the total number of cases available in each pipeline. Additionally, users can search for specific pipelines using the search feature.

    11. On the right side at the top, there are additional icons.
    12. Users can customize the fields and arrange the specific display of the page using the ‘Display’ option.

    13. There is a ‘Filter’ feature so users can refine the displayed data by filtering specific information from all cases.

    14. Users can export specific data from all cases using the ‘Export’ option. The exported data will be based on the selected date range.

    15. Clicking on ‘Print’ allows users to print the current page. The print feature will print the data according to the selected display settings.

    16. There is a ‘Quick Search’ feature where users can search for data across all cases.

    17. At the bottom of the page, there is a feature to adjust the number of cases displayed per page from the ‘Display’ dropdown menu.

    18. The ‘Display’ dropdown menu offers six options to set the number of entries for the Display List.
    a. 10
    b. 20
    c. 25
    d. 50
    e. 75
    f. 100

    19. After selecting an option from the ‘Display’ dropdown, the system will arrange and display the entries on one page according to the user’s selection.

    20. Additionally, the pagination of the cases list will be adjusted by the system according to the selected option.
    For example,
    – If the user selects 10 entries per page, the system will display 10 entries per page, and the data will be distributed accordingly.

    – If the user selects 50 entries per page, the system will display 50 entries per page, and the data will be distributed accordingly.

    21. The pagination will function according to the number of entries set, providing options for users to select a specific page or navigate directly to the first, next, previous, or last page.

    22. By clicking on the double arrow ‘>>’ on the right side, users can directly navigate to the last page.

    23. By clicking on the single right arrow ‘>’, users can navigate to the next page.

    24. By clicking on the single left arrow ‘<’, users can navigate to the previous page.

    25. By clicking on the double arrow ‘<<’ on the left side, users can directly navigate to the last page.

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    Associate List > Associate Display

    Posted on by wikiagent

    Display – used to create specific views of listing.
    Users can only set a maximum of 5 displays, choosing from the available fields and can apply them to the listing as needed.

    Following are the steps to set the Display:

    1. Go to the ‘ASSOCIATES’ tab and All Associates List will be displayed.

    2. Click on the ‘Display’ icon.

    3. By clicking on ‘Display’ will open a popup page to set a new Display.
    a). Existing ‘Displays’ will be listed under ‘Saved Displays’, if available.

    4. Click on ‘Add Display’ to create a new ‘Display’.

    5. By clicking on ‘Add Display’ a new window will open.

    6. The system will allow selection of a maximum of 15 fields.

    7. The user can view the list of fields by clicking on the down arrow for any field group.
    8. Click on the down arrow to reveal the fields for selection.

    9. After clicking the down arrow next to ‘Personal Information,’ the list of personal information fields will be opened.

    10. Select the necessary fields to configure the ‘Display’ view from the Personal Information fields.

    11. Similarly, select the necessary fields to configure the ‘Display’ view from the Business Information fields.

    12. Similarly, select the necessary fields to configure the ‘Display’ view from the Account Information fields.

    13. On the same page there are three options: Back, Next, and Cancel.

    14. After fields selection completed select required option.
    15. By clicking on ‘Back’ redirects to the first page of the ‘Display’.

    16. By clicking on ‘Save’ opens a new page with the selected fields.
    17. Users can change the sequence of the displayed fields list using the option represented by six dots.
    a). Apart from the ‘Name’ field, all other field sequences can be changed.

    18. Add the ‘Display’ Name at the end.

    19. On the same page there are three options: Back, Save & Apply, and Save.

    20. By clicking on ‘Back’ it redirects to the ‘Add Display’ page.

    21. By clicking ‘Save’ will only save the ‘Display’, and it will be listed in the Saved Displays (it will not be applied to the listing).

    22. The system will generate a message only for the ‘Display’ that is created.

    23. Clicking on ‘Save & Apply’ will save the ‘Display’ under the ‘Saved Display’ listing and apply it to the ‘ASSOCIATES’ list.

    24. The system will generate a confirmation message, and the ‘Display’ will be applied to the ‘ASSOCIATES’ list.

    25. Now, the ‘ASSOCIATES’ listing will display the list according to the criteria set in the ‘Display’.
    26. Hovering the mouse over the ‘Display’ icon will show the applied display name.

    27. The user can apply any available Display by clicking on the Display option, selecting the desired display, and then clicking on Apply.
    28. By clicking on Apply, the selected Display will be applied to the listing.
    29. Users can view the criteria of the ‘Display’.
    a). Click on ‘Display’ again and hover the mouse over the view icon.
    b). Click on the ‘View Display’ icon.

    30. The created criteria will be displayed.
    a). Apply and Cancel buttons will be displayed.
    b). Users can apply the ‘Display’ by using the ‘Apply’ option.

    31. Users can edit the ‘Display’.
    a). Click on ‘Display’ again and hover the mouse over the edit icon.
    b). Click on the ‘Edit Display’ icon.

    32. The ‘Display’ window will open with existing criteria, and users can modify the ‘Display’.

    33. Users can change the criteria of the ‘Display’ and then click on ‘Save & Apply’.

    34. An updated ‘Display’ will be applied to the ‘ASSOCIATES’ listing.

    35. Users can delete the ‘Display’.
    a). Click on ‘Display’ again and hover the mouse over the ‘Delete’ icon.
    b). Click on ‘Delete Display’.

    36. System will ask confirmation. Click on ‘Delete’.

    37. The system will generate the message and ‘Display’ will be deleted.

    38. Users can verify if the ‘Display’ is deleted or not.
    a). Click on ‘Display’ again.
    b). Verify that the deleted ‘Display’ is no longer available in the listing.

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    Cases List > Print

    Posted on by wikiagent

    The Print feature is used to print specific data from the current page after applying any filters or search criteria. For example, if we are on the 2nd page and print the data, it will only print the data visible on the 2nd page, not all the data available in the listing.

    The following are the steps to print data:

    1. Navigate to the ‘CASES’ tab and click on the ‘Print’ icon.

    2. After clicking on Print, a popup page will open displaying the current page data and various print options.
    3. Select the print option from the ‘Destination’ field.

    4. The user can also select the ‘Save as PDF’ option from the ‘Destination’ field and click on the ‘Save’ button. This will save the file to the requested location.

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    Cases List > Export

    Posted on by wikiagent

    The Export feature is used to export specific data based on the creation date.

    The following are the steps to export data:
    1. Navigate to the ‘CASES’ tab and click on the ‘Export’ option.

    2. Upon clicking Export, a pop-up window will open and you can select the ‘Period’ to export data from.

    There are four options available:
    a. Last 10 days – This option is used to export data from the last 10 days.
    b. Last 30 days – This option is used to export records from the past 30 days.
    c. Current month – This option is used to export records for the Current Month.
    d. Date Range – This option is used to export records for the selected date range within 90 days

    3. To export data, select one of the first three radio button options and click ‘Export’, or for the Date Range option, choose the required dates and then click ‘Export’.

    4. Records will be exported according to the selected option, and the CSV file will be saved in the designated location.

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    Cases List > Case Filter

    Posted on by wikiagent

    The Filter feature is used to create a list of specific data. Users can set a maximum of five filters by selecting from the available fields and applying them to the listing as needed.


    The following are steps to apply customize filter for Cases listing:
    1. Navigate to the ‘CASES’ tab and click on the ‘Filter’ option.

    2. Upon clicking ‘Filter’, a pop-up page will open to create a new filter.
    a. Existing filters will be displayed under the ‘Saved Filters’ listing, if any are available.

    3. Click on ‘Add Filter’ to create a new filter.

    The following page will open:

    4. Enter a filter name.

    5. Select the field from the dropdown where the filter should be applied.

    6. Apply the condition to set the filter.

    7. Enter the value to set for the filter.

    8. Select either the ‘Match All Filter Rules’ or ‘Match Any Filter Rule’ option according to your requirements.

    There are three options:
    Back
    Save
    Save&Apply

    9. By clicking on ‘Back’, you will be redirected to the first page of the filter.

    10. By clicking on ‘Save’, the filter will be saved but not be applied immediately. It will display in the filter listing.

    11. The system will generate a confirmation message that the filter has been created.

    12. By clicking on ‘Save & Apply’, the filter will be saved under the filter listing and applied to the Cases list.

    13. The system will generate a confirmation message, and the filter will be applied to the Cases list.

    Below is the screen before the filter is applied.

    Below is the screen after the filter has been applied.

    14. Hovering over the filter icon will display the applied filter name.

    15. User can view the filter criteria.
    a. Click on the filter again and hover the mouse over the view icon.
    b. Click on the ‘View Filter’ icon.

    16. Filter criteria will be displayed.
    a. Only the ‘Back’ button will be displayed.
    b. The selection of fields and criteria will be greyed out and not editable.

    17. User can edit the filter.
    a. Click on the filter again and hover the mouse over the edit icon.
    b. Click on the ‘Edit Filter’ icon.

    18. The filter window will open with the existing criteria, allowing the user to modify the filter.

    19. Users can apply multiple filter criteria simultaneously.
    a. Apply additional filter criteria and click on ‘Save & Apply’.

    20. An updated filter will be applied to the Cases listing.

    21. User can delete the filter.
    a. Click on the filter again and hover the mouse over the delete icon.
    b. Click on ‘Delete Filter’.

    22. The system will ask for confirmation.
    a. Click on ‘Delete’.

    23. The system will generate a confirmation message about the deletion of the filter.

    24. Users can verify whether the filter has been deleted or not.
    a. Click on the filter once more.
    b. Check the listing; the deleted filter will no longer be available.

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