Using the Quick Action Menu the user can perform mass action on single or multiple profiles at a time. It enables the user to change the SFA Folder status or move single or multiple cases from one SFA Folder to another SFA Folder simultaneously.
Sign in to AgentFront CRM
From the top menu, choose Cases
In the left-side panel, select SFA Folder
Select the desired SFA Folder. For example, here we have selected ‘Health SFA’ SFA Folder and there are 18 cases available in this SFA Folder
A new page will open for the ‘Health SFA’ SFA Folder, displaying the available cases within it
Select the case(s)
After selecting the case(s) action menu will be enabled
Select the another SFA Folder from the drop-down menu. Here we have selected ‘Application Received’ SFA Folder from the drop-down menu
Click on Submit () icon
The selected case(s) will be moved from the current SFA Folder to the selected SFA Folder from the dropdown menu
User can see the number of cases will be updated in SFA Folder on cases tab.We have moved cases from the ‘Health SFA’ SFA Folder to the ‘Application Received’ SFA Folder. As a result, 18 cases were transferred to ‘Application Received’, updating its count from 0 to 18, while the count for the ‘Health SFA’ SFA Folder are updated from 18 to 0.
Using the Quick Action Menu the user can perform mass action on single or multiple profiles at a time. It enables the user to change the Pipeline status or move single or multiple cases from one pipeline to another pipeline simultaneously.
Sign in to AgentFront CRM
From the top menu, choose Cases
In the left-side panel, select Pipeline
Select the desired Pipeline. For example, here we have selected ‘DI GRADED’ pipeline and there are 17 cases available in this pipeline
A new page will open for the DI GRADED pipeline, displaying the available cases within it
Select the case(s)
After selecting the case(s) action menu will be enabled
Select the another pipeline from the drop-down menu. Here we have selected ‘HEALTH HUMANA ONE’ pipeline from the drop-down menu
Click on Submit icon
The selected case(s) will be moved from the current pipeline to the selected pipeline from the drop-down menu
User can see the number of cases will be updated in Pipeline on cases tab. We have moved cases from the ‘DI GRADED’ pipeline to the ‘HEALTH HUMANA ONE’ pipeline. As a result, 17 cases were transferred to ‘HEALTH HUMANA ONE’, updating its count from 0 to 17, while the count for the ‘DI GRADED’ pipeline are updated from 17 to 0.
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:
Sign in to AgentFront CRM.
From the top menu, choose Tools.
In the left sidebar, select Template Creator.
It will open Template Creator with multiple tab (Based on the access rights)
Click on Letter tab
It displays the list of available/created Lettes.
Click on ‘Create Template Creator’ icon from the Top Right side of the list.
It will open page to create new letter template
To create new letter template, enter the following details:
Template Name: Enter clear, descriptive name. This is what users will see when they select a letter template from other places of the application.
Template Category: Choose from the drop-down list. (Categories can be managed in Setup → System Setup → Template Category.)
Usage: Option to select Public/Private. (Default will be Public).
Public: Visible to anyone with access.
Private: Visible only to the creator.
Description: Optional explanation of the template’s purpose.
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.
Preview the letter: choose a sample person, then click Preview to verify that letter format and placeholders resolve correctly.
Click Save. The template is now listed and ready for use.
Update Letter Template:
Sign in to AgentFront CRM.
From the top menu, choose Tools.
In the left sidebar, select Template Creator.
It will open Template Creator with multiple tab (Based on the access rights)
Click on Letter tab
It displays the list of available/created Lettes.
From the list click on Edit () icon from the Action column for the letter you want to edit/change
It will open the selected letter in edit mode.
You can make the require edit in the below fields values of the open letter templates
Template Name: Enter clear, descriptive name. This is what users will see when they select a letter template from other places of the application.
Template Category: Choose from the drop-down list. (Categories can be managed in Setup → System Setup → Template Category.)
Usage: Option to select Public/Private. (Default will be Public).
Public: Visible to anyone with access.
Private: Visible only to the creator.
Description: Optional explanation of the template’s purpose.
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.
Preview the letter: choose a sample person, then click Preview to verify that letter format and placeholders resolve correctly.
Click Save. The template is now updated and ready for use.
Delete Letter Template:
Sign in to AgentFront CRM.
From the top menu, choose Tools.
In the left sidebar, select Template Creator.
It will open Template Creator with multiple tab (Based on the access rights)
Click on Letter tab
It displays the list of available/created Lettes.
From the list click on Delete () icon from the Action column for the letter you want to delete.
It will ask for confirmation in popup, click on Delete button to delete letter otherwise click on Close button.
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.
Template Category > Letter – The Letter Template category is used to categorize letters such as business communications, sales support, customer support, updates, seasonal greetings, personal messages, and networking.
The following are the steps to manage the Letter Template Categories:
1. Navigate to the ‘SETUP’ tab.
2. Select ‘System Setup’ from the left-hand panel and a pop-up window will appear. 3. Select the ‘Template Category’ option.
4. The user can search for the ‘Template Category’ setup by entering keywords in the search field.
5. A new page titled ‘Setup – System Setup – Template Category’ will open, displaying the Email Template Category by default. Click on the Letter tab.
6. A new page will open showing Letter Template Categories. This page will show fields including Category Name, Description, Created By, Creation Date, and Action.
7. Click the ‘Add Letter Template Category’ icon on the right side of the window to add a new Letter template category.
8. A pop-up window titled ‘Add Letter Template Category’ will open, containing fields such as ‘Name’, ‘Description’, and ‘Do you want to add an unsubscribe link to the end of the Letters in this category?’ along with ‘Save’ and ‘Close’ options at the bottom.
Fields marked with an *asterisk* are mandatory. ‘Name’ and ‘Description’ are required fields.
9. Fill in the fields and click the ‘Save’ button:
Name: Enter the desired name for the Letter Template Category. The maximum length is 30 characters.
Description: Provide a description for the Letter Template Category that aligns with its name. The maximum length is 100 characters.
10. The system will display a confirmation message indicating that the Letter Template Category was created successfully, and the newly created category will appear in the list.
11. Under the ‘Action’ heading, three options are available for each Letter Template Category: Disable/Enable, Edit, and Delete.
View: By clicking ‘View’, the user can see the details of the selected Letter Template Category.
Edit: By clicking ‘Edit’, the user can modify the selected Letter Template Category.
Delete: By clicking ‘Delete’, the user can remove the selected Letter Template Category. The Delete option is only available for categories which are not used.
12. Click the ‘View’ icon to see the details of the selected Letter Template Category.
13. A pop-up window will appear where all the fields are read-only, allowing the user to view the details without making any changes. After viewing the information, click the ‘Cancel’ button to close the pop-up.
14. Click the ‘Edit’ icon, the second option in the Action column on the right side of the Letter Template Category (highlighted by a red box), to modify the details of the Letter Template Category.
15. A pop-up window titled ‘Edit Letter Template Category’ will appear, allowing the user to update the details of the Letter Template Category. 16. Update the details as needed. For example, change the ‘Description’ and click the ‘Save’ button.
17. A confirmation message will appear, indicating that the Letter Template Category has been updated successfully.
18. The user can remove the Letter Template Category by ‘Delete’ option. The Delete icon is only available for categories which are not used. Click the ‘Delete’ icon, the last option in the Action column on the right side of the Letter Template Category (highlighted by a red box), to remove the Letter Template Category from the list.
19. Click the ‘Delete’ option in the confirmation message to proceed with removing the Letter Template Category from the list.
20. A confirmation message will appear, indicating that the Letter Template Category has been deleted and is no longer available on the list.
The Email Template category is used to categorize emails including business communications, sales support, customer support, updates, seasonal greetings, personal messages, and networking.
The following are the steps to manage the Email Template Categories:
1. Navigate to the ‘SETUP’ tab.
2. Select ‘System Setup’ from the left-hand panel and a pop-up window will appear. Select the ‘Template Category’ option.
3. The user can search the ‘Template Category’ setup by entering keywords in the search field.
4. A new page ‘Setup – System Setup – Template Category’ will open, displaying the Email Template Categories by default. This page will show fields including Category Name, Description, Unsubscribe, Created By, Creation Date, and Action.
5. Click the ‘Add Email Template Category’ icon on the right side of the window to add a new email template category.
6. The pop-up window ‘Add Email Template Category’ will open, containing the fields ‘Name’, ‘Description’, and ‘Do you want to add an unsubscribe link to the end of the emails in this category?’ along with ‘Save’ and ‘Close’ options at the bottom.
Fields marked with an *asterisk* are mandatory. ‘Name’ and ‘Description’ are required fields.
The ‘Do you want to add an unsubscribe link to the end of the emails in this category?’ radial will be set to ‘No’ by default.
7. Fill in the fields and click the ‘Save’ button:
Name: Enter the desired name for the Email Template Category. The maximum length is 30 characters.
Description: Provide a description for the Email Template Category that aligns with its name. The maximum length is 100 characters.
Do you want to add an unsubscribe link to the end of the emails in this category?: Select either ‘Yes’ or ‘No’.
8. The system will display a confirmation message that the Email Template Category was created successfully, and the newly created category will appear in the list.
9. Under the ‘Action’ heading, three options are available for each Email Template Category: Disable/Enable, Edit, and Delete.
View: By clicking ‘View’, the user can see the details of the selected Email Template Category.
Edit: By clicking ‘Edit’, the user can modify the selected Email Template Category.
Delete: By clicking ‘Delete’, the user can remove the selected Email Template Category. The ‘Delete’ option will appear only for those categories which are not used.
10. Click the ‘View’ icon to see the details of the selected Email Template Category.
11. A pop-up window will appear where the fields are read-only, allowing the user to view the details without making any changes. After viewing the information, click the ‘Cancel’ button to close the pop-up.
12. Click the ‘Edit’ icon, the second option in the Action column on the right side of the Email Template Category (highlighted by a red box), to modify the details of the Email Template Category.
13. A pop-up window titled ‘Edit Email Template Category’ will appear, allowing the user to update the details of the Email Template Category.
14. Update the details as needed. For example, change the ‘Do you want to add an unsubscribe link to the end of emails in this category?’ option from ‘Yes’ to ‘No’. After making the changes, click the ‘Save’ button.
15. A confirmation message will appear, indicating that the Email Template Category has been updated successfully.
16. Click the ‘Delete’ icon, the last option in the Action column on the right side of the Email Template Category (highlighted by a red box), to remove the Email Template Category from the list if it is no longer needed. Delete icon is available only for those categories which are not used.
17. Click the ‘Delete’ option in the confirmation message to proceed with removing the Email Template Category from the list.
18. A confirmation message will appear, indicating that the Email Template Category has been deleted and is no longer available on the list.
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
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
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.
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.
The user can manage and update all company details within the system, including contact information, address, and any other data, ensuring that the information remains accurate and up-to-date for effective communication through the System Setup – Company page.
The following are the steps to manage a Company in the system: 1. Navigate to the ‘SETUP’ tab and click on ‘System Setup’ in the left-side panel.
2. Click on the ‘Company’ option in the System Setup menu.
3. Users can search for the Company option by typing in the search area.
4. The ‘Setup – Life – System Setup – Company’ page will open, displaying existing Companies along with fields including the Company name, First Name, Last Name, Email, Phone, Created By, Create Date and Action under the ‘Company’ tab. There are three available options: Add, Print, and Export.
5. Click the ‘Add Company’ icon to add a new Company.
6. The pop-up window ‘Life – Add Company’ will open, containing fields for Company details and ‘Save’ and ‘Cancel’ options at the bottom. Fields marked with an *asterisk* are mandatory.
*Company Name: Enter the Company Name.
Short Name: Enter any abbreviation of the company name if applicable.
*First Name: Enter the value for First Name.
Middle Name: Enter the value for Middle Name.
*Last Name: Enter the value for Last Name.
*Email: Enter the email address with email format only.
Phone: Enter the value of phone number in xxx-xxx-xxxx format only.
Alternative Phone: Enter the value of alternative phone number in xxx-xxx-xxxx format only.
Mobile Number: Enter the value of mobile number in xxx-xxx-xxxx format only.
Fax: Enter the value of fax number in xxx-xxx-xxxx format only.
Address 1: Enter the value of the Address field.
Address 2: Enter the value of the Address field.
Zip Code: Enter the value of zip code.
City: After entering the zip code, the system will fetch the corresponding City and State values.
State: After entering the zip code, the system will fetch the corresponding City and State values.
*Company Assign#: Enter the value of Company Assign number.
*Preferred Send Method: Select the value from the drop down.
From Email: Enter the email address with email format only.
*Quote code: Enter the value of Quote code.
*Agency Number#: Enter the value of Agency Number.
7. Fill in the details and click the ‘Save’ button to continue.
8. A confirmation message will appear, and the newly added Company will be available on the list. 9. There are two options available for each Company under the Action heading: Edit and Delete or Lock. For newly created companies, the Edit and Delete options will be available by default. – Edit: By clicking on the Edit icon, the user can edit the details of the selected Company. – Delete or Lock: By clicking on Delete, the user can remove the selected Company. However, once the Company is assigned to any profile, the option will change from Delete to Lock. The Delete option will remain available until the company is assigned to a profile.
10. This newly added Company will be available on the Cases > Profile > Information > Default > Life Policy > Insurance Company drop down.
11. The user can assign the newly added company to any profile.
12. Once the Company is assigned to any document, the option will change from Delete to Lock, and it can no longer be deleted.
13. Users can update the values for the created Company by clicking on the edit icon for the selected Company.
14. A pop-up window titled ‘ Life – Edit Company’ will open with the existing field values. Update the values for the Company details. In this case, we are updating the company name. Once the company name is updated, click on Save.
15. The system will generate a confirmation message saying that the ‘Company updated Successfully’ and the updated name will be displayed in the listing.
16. The updated company name will be displayed in the Cases > Profile > Information > Default > Life Policy > Insurance Company dropdown.
17. The updated company name will also display in the existing assigned profiles under Cases > Profile > Information > Default > Life Policy > Insurance Company.
18. To remove the existing Company, click on the Delete icon. (If a company is assigned to any profile, it cannot be deleted.) (To explain the delete function here another company has been created which is SBLI Life Insurance Company New and not assigned to any profile.)
19. After Clicking on Delete, the system will ask for confirmation before deleting. 20. Click on Delete to remove the Company.
21. The system will generate a confirmation message, and the Company will be removed from the list.
22. This Company will no longer be displayed in the Cases > Profile > Information > Default > Life Policy > Insurance Company drop down.
23. To print the list of available companies, click on the Print icon.
24. By clicking on the Print icon, a page will open with the print window containing the list of available companies. The user can print the data using the desired options.
25. To export the list of available companies, click on the Export icon.
26. By clicking on the Export icon, a pop-up window will open with different options. The user can export the data using the desired options.
The scanned document category helps organize and classify documents based on their content or purpose. The following are the steps to manage the Scan Document Category: 1. Navigate to the ‘SETUP’ tab and click on ‘System Setup’ in the left-side panel.
2. Click on the ‘Scan Document Category’ option in the System Setup menu.
3. Users can search for the Scan Document Category option by typing in the search area.
4. A new page titled ‘Setup – Life – System Setup – Scan Document Category’ will be opened, displaying the existing Scan Document Categories along with details of fields such as Category name, Description, Created By, Create Date and Action under the ‘Scan Document Category’ tab. There are three available options: Add, Print, and Export.
5. Click the ‘Add Scan Document Category’ icon to add a new Scan Document Category.
6. A new pop-up window titled ‘Life – Add Scan Document Category’ will be opened, containing fields for ‘Category Name’ and ‘Description’, additionally ‘Save’ and ‘Cancel’ options available at the bottom.
Fields with an ‘*’ sign are mandatory. In this case, Category Name is mandatory field. – Category Name: Enter the desired Category Name. (Limit is a maximum of 100 characters) (This field allows to enter alphabet, space and single quote only). – Description: A description for the Scan Document Category needs to be added in accordance with the Category name. (Limit is a maximum of 100 characters).
7. Fill in the details and click the ‘Save’ button to continue.
8. The system will generate a confirmation message saying, that ‘Scan Document Category created Successfully’ and the newly added Scan Document Category will now be available on the list.
9. There are two options available for each Category under the Action heading: Edit and Delete or Lock. For newly created categories, the Edit and Delete options will be available by default. – Edit: By clicking on the Edit icon, the user can edit the details of the selected Category. – Delete or Lock: By clicking on Delete, the user can remove the selected category. However, once the category is assigned to any document, the option will change from Delete to Lock. The Delete option will remain available until the category is assigned to any document.
10. This newly added Category will be available on the CASES tab > Case > Scanned Documents > Category Drop down.
11. The user can save a scan document under this newly added scanned document category.
12. Once the category is assigned to any document, the option will change from Delete to Lock, and it can no longer be deleted.
13. Users can update the values for created Category by clicking on edit icon for the selected Category.
14. A new pop-up window titled ‘ Life – Edit Scan Document Category’ will be opened with the existing fields value. Update the values for the Category as needed. For example, in this case, we are updating the category name. Once the category name is updated, click on Save.
15. The system will generate a confirmation message saying, that ‘Scan Document Category updated Successfully’. The updated name will be displayed in the listing.
16. Category names will be updated in the CASES Tab > Case > Scanned Documents > Category Drop down.
17. Category names will also be updated in the existing document listings under CASES Tab > Case > Scanned Documents > Scan Document List, where this category has already been assigned.
18. To remove the existing Category, click on the Delete icon. (If a category is assigned to any document, it cannot be deleted.) (To explain the delete function here another category is created which is HR Document Category and not assigned to any document).
19. After Clicking on Delete, the system will prompt confirmation before deleting. 20. Click on delete to remove this Category.
21. The system will generate a confirmation message saying, “Scan Document Category deleted successfully,” and the Category will be removed from the list.
22. This Category will no longer be displayed in the CASES Tab > Case > Scanned Documents > Category Drop down.
23. To print the list of available categories, click on the Print icon.
24. By clicking on the Print icon, a new page will be displayed with the print window containing the list of available categories. The user can print the data using the desired options.
25. To export the list of available categories, click on the Export icon.
26. By clicking on the Export icon, a new pop-up window will open with different period options. The user can export the data using the desired options.
Salutation is a field within the CRM where administrators can configure and store standard prefixes like “Mr.”, “Ms.”, “Dr.”, “Mrs.”, “Prof.”, etc., that are applied to contacts or leads based on their title. This ensures that automated communications are personalized and respectful, using the appropriate formal address for everyone.
Sign in to AgentFront CRM
From the top menu, choose Setup
In the left-side panel, select System Setup
Under System Setup, click Salutation
Note: The user can also access this page by typing Salutation in the “Enter Text to Search” bar
The Salutation page opens with a list of available existing salutations
There is an Add, Print and Export buttons above the Action Column on the right pane to add new Salutation
Also, there are options to Edit () and Delete () the existing Salutation under the Action Column on the right pane Note: If any salutation is used or implemented, the deleting options will be locked for that salutation, meaning it cannot be deleted
Add New Salutation:
Click the ‘Add’ button at the top right of the list to add new Salutation
It will open page to add new Salutation with title Add Salutation
Click on Save. The Salutation is now listed and ready for use
Print Salutation
Click the ‘Print’ button at the top right of the list to print the Salutation list
Clicking on ‘Print’ will open a new page and allow the user to print the Salutation listing
Export Salutation
Click the ‘Export’ button at the top right of the list to export the Salutation listing
Clicking on ‘Export‘ will open a new page and allow users to export the Salutation listing for the selected period
View Salutation in Cases tab
Navigate to the Cases tab from the top menu
Cases List – All Cases page will open by default
Open any case from all cases lists
The dashboard for the selected case will open by default
Click the ‘Information’ tab from the dashboard
Navigate to the ‘Default’ tab under the ‘Personal’ tab to view the drop-down of available Salutations
Update Salutation:
To update the existing Salutation from the available list, click on Edit() icon from the Action Column for the salutation you want to edit/change
Clicking the Edit () icon will open the selected Salutation in edit mode with title Edit Salutation
Update the required details and click Save
Delete Salutation
To delete the existing Salutation from the available list, click on Delete() icon from the Action Column for the Salutation you want to delete Note: Deletion is restricted if the salutation is referenced elsewhere, until those references are removed
It will ask for confirmation popup, click on Deleted button to delete Salutation otherwise click on Close button
An associate summary typically refers to the key fields or sections in an associate summary that capture essential information about the associate. These fields provide a concise, organized overview for quick and easy reference.
Associate Summary Setup
Sign in to AgentFront CRM
From the top menu, choose SETUP
Setup > Quick Profile > Cases Quick Profile setup page will open by default
Click on Quick Profile > Associate Summary
This page will display the default Associate’s Summary setup
This Associate Summary setup will be reflected under Associate > Individual Associate Window > Associate Summary, located on the left side of the page
Users can add the new field by using the (+) sign, which is displayed in green color
Users can remove the existing field by using the (x) sign, which is displayed in red color
Users can also edit the existing field(s) that have already been set up
Once the add/edit action has been taken, click on ‘Save‘
This updated Associate summary setup will be reflected in ASSOCIATE > Individual Associate Window > Associate Summary
Restore Associate Summary Setup
To restore the default Associate Summary setup, click on ‘Set to Default‘. The system will reset the setup, and the changes will be reflected in Associate > Individual Associate Window > Associate Summary
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..
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.
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.
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.
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.
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.
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.
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.
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.
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.
A Status Flag is a marker or indicator used to track the current state or condition of a record, such as contact, lead, or member. It typically helps categorize or highlight specific statuses, allowing users to quickly identify and manage records based on their status.
Setup Status Flag
Sign in to AgentFront CRM.
From the top menu, choose Setup.
In the left-side panel, select System Setup.
Under System Setup, click Status Flag.
Note: The user can also access this page by typing Status Flag in the Enter Text to Search bar.
The Status Flag page opens with a list of existing Status Flags.
There is an Add button above the Action Column on the right panel to add new Status Flag.
There are options to View (), Edit () andDelete () the existingStatus Flag under the Action column. Note: If any Status Flag is used or implemented, the deleting options will not be available for that Status Flag, meaning it cannot be deleted.
Also, users can Rearrange () Status Flag according to their requirements.
Add new Status Flag:
Click the Add button to add new Status Flag.
The Add Status Flag window will open, allowing the user to enter the required details to create a new Status Flag.
Initial Status Flag: Select this checkbox to keep the Status Flag at the top of the list.
Add Status Flag After: The user can choose an existing Status Flag from the drop-down menu, and the new Status Flag will be added immediately after the selected status flag, 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.
Description: Optional explanation of the Status Flag’s description.
Click Save button. The Status Flag is now listed and ready to use.
View Status Flag:
Click View () icon from the Action Column for the Status Flag you want to view details of Status Flag, new page will open with all details of Status Flag.
View Status Flag in Cases tab:
Navigate to the Cases tab from the top menu.
Cases List – All Cases page will open by default.
Open any case from all cases lists.
The dashboard for the selected case will open by default.
Click the ‘Quick Profile’ tab from the dashboard.
Navigate to the ‘Life’ tab below the ‘Beneficiary’ section to view the drop-down of available Status Flags.
Update Status Flag:
To update the existing Status Flag from the available list, Click on Edit () icon from Action Column for the Status Flag you want to edit/change.
Clicking Edit () icon will open the selected Status Flag in edit mode with title Edit Status Flag. Update the required details and click Save.
Delete Status Flag:
To delete the existing Status Flag from the available list, click on Delete() icon from the Action Column for the Status Flag you want to delete. Note: If any Status Flag is used or implemented, the deleting options will not be available for that Status Flag, meaning it cannot be deleted.
It will ask for confirmation popup, click on Deleted button to delete Status Flag otherwise click on Close button.
Re-arrange Status Flag:
Status Flags can be rearranged () to set their priority in the search results.
Hover over the Re-arrange () icon at the beginning of a Status Flag.
Click and drag the Re-arrange () icon to move up or down the Status Flag to the desired position, then drop it to save the new order.
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.
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
Sign in to AgentFront CRM
From the top menu, choose Setup
In the left-side panel, select System Setup
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
The SFA Folder page opens with a list of existing SFA folders
There is an Add button above the Action Column on the right panel to add new SFA Folder
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
Also, users can Rearrange () SFA Folder according to their requirements
Add New SFA Folder
Click the Add button to add new SFA Folder
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
Click Save button. The SFA Folder is now listed and ready to use
View SFA Folder
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
Navigate to the Cases tab from the top menu
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
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
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
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
It will ask for confirmation popup, click on Deleted button to delete SFA Folder otherwise click on Close button
Re-Arrange SFA Folder
SFA Folders can be rearranged () to set their priority in the search results
Hover over the Re-arrange () icon at the beginning of a SFA Folder
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
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.
Quick search finds the required data as characters are entered in the search box, displaying relevant results instantly. This allows users to quickly locate information without completing or submitting the full search term.
Sign in to AgentFront CRM.
From the top menu, choose Cases.
From the top right-side menu, Click on Quick Search.
Quick search will search for the case based on the fields set up under Setup > System Setup > Quick Search > Case Quick Search.
Enter at least 3 characters in the search box, then click the search icon.
Quick search results should be displayed based on the characters entered in the quick search bar.
Cases List – All Cases – The cases list provides a comprehensive overview of all cases available in the system, excluding those found in the Trash and Archive SFA folders.
All Cases – Cases List
Sign in to AgentFront CRM
From the top menu, choose CASES
Cases list will open by default
The cases list will be displayed in descending order based on the Create Date
Data can be sorted in ascending or descending order by clicking on the column header
The ‘Display’ dropdown menu offers different options to set the number of entries for the Display List; the system will arrange and display the entries on one page according to the user’s selection
Additionally, the pagination of the cases list will be adjusted by the system according to the selected option
Left Side View
The left-side panel contains links for quick and easy access to different sections
Search – The ‘Search’ option allows users to search for cases based on various criteria
Search & Create New – The ‘Search & Create New’ option allows users to search and create new case directly
Recent Cases – Using ‘Recent Cases’ link, users can view the five most recently opened cases
Add Case – The ‘Add Case’ option offers multiple forms with various field types, allowing users to submit a case by filling out the appropriate form
SFA Folders – There is an option to view the list of available SFA Folders in the system. By clicking on the ‘SFA Folder’ option, the system will display all SFA Folder lists along with the total number of case available in each SFA Folder. Additionally, users can search for specific SFA Folders using the search feature
Pipelines – There is also an option to view the list of available Pipelines in the system. By clicking on the ‘Pipeline’ option, the system will display all pipeline lists along with the total number of cases available in each pipeline. Additionally, users can search for specific pipelines using the search feature
Right-Side View
On the right side at the top, there are additional icons for cases list
Quick Search – Using ‘Quick Search‘ feature users can search for data across all cases
Filter – Using ‘Filter‘ feature users can refine the displayed data by filtering specific information from all cases
Print – ‘Print’ option allows users to print the current page according to the selected display settings
Export – Users can export specific data by using the ‘Export‘ option based on the date range selection
Display – Users can customize the fields and arrange the specific display of the page using the ‘Display‘ option
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.
The Print feature allows users to print only the data displayed on the current page, based on the applied filters or search criteria. This ensures precise output and helps users generate focused and relevant printouts efficiently.
Sign in to AgentFront CRM.
From the top menu, select CASES.
From the top-right options, click on the Print button to initiate the printing process for the data currently displayed on the screen.
A new pop-up window will open, presenting a Print Preview of the selected data. This preview allows users to review the information before proceeding with printing.
Select the required print options as needed, and then click the Print button to complete the printing process.
The Export feature in AgentFront CRM enables users to extract case data based on its creation date. This functionality ensures that only relevant records within a specified time period are included in the exported file, making reporting and data analysis more efficient.
Sign in to AgentFront CRM.
From the top menu, select CASES.
In the top-right corner of the screen, click the Export button.
A pop-up window will appear displaying the available export options.
From the pop-up, select the Period for which you want to export data. The following options are available:
Last 10 days – Exports case records created within the last 10 days from the current date
Last 30 days – Exports case records created during the past 30 days
Current month – Exports all case records created in the current calendar month.
Date Range – Allows you to manually select a custom start date and end date
The selected date range must not exceed 90 days
Data will be exported only for records created within the chosen range
After selecting the desired option, click the Export button to proceed.
The system will process your request and generate the export file.
The exported data will be downloaded as a CSV file and saved to designated download location.
Filter is used to create a listing with specific data. Users can set a maximum of 10 filters, selecting from available fields, and apply them to the listing as needed.
Sign in to AgentFront CRM
From the top menu, choose CASES
Cases list will open by default
Click the Filter icon in the top right corner
A new pop-up window named ‘Filter’ will open
Existing filters will be listed under Saved Filters
There is an Add Filter link with (+) icon on top of the page
Also, there are options to View (), Edit () and Delete () the existing filter for each one, to view those options hover over the filter name; the system will display the View (), Edit () and Delete () options
Add Filter
Click on ‘Add Filter’ to add a new filter to the system. (Maximum 10 filters can be created)
Clicking ‘Add Filter’ will open a new page where the user can set the filter criteria according to the requirements
To Add Filter, enter the following details:
Enter Filter Name: Enter the clear, descriptive name. This is what users can identify the purpose of the Filter
Set The Condition To Filter: Set the condition by defining the specific criteria the data must meet using the following fields:
Search Column: Select the field for which the filter needs to be applied
Condition: Set the appropriate condition for the selected column field
Enter Value: Enter or select the value according to the selected condition
Using plus sign (+) user can set multiple criteria simultaneously for a single filter
Match All Filter Rules or Match Any Filter Rule: Select any one of the given options
Once the ‘Where’ conditions are set, the ‘Save’ and ‘Save & Apply’ options will appear. The ‘Save’ option creates the filter only, while ‘Save & Apply’ saves the filter and applies it to the list
After setting all the conditions, click the ‘Save & Apply’ button
The new Filter will be saved in the system and applied to the listing
View Filter:
To view the existing filter, select the filter and click ‘View Filter’ () from the available options.
The filter criteria will be displayed. Only the ‘Back’ button will be shown. The selected fields and criteria will be greyed out and cannot be edited.
Edit Filter:
To update the existing filter, select the filter click ‘Edit Filter’ () from the available options
The filter window will open with the existing criteria, allowing the user to modify the filter options
Delete Filter:
To delete the existing filter, select the ‘Filter’ and click on the ‘Delete Filter’ () from available options
The system will ask for confirmation. Click Delete to proceed
Apply Filter:
To apply the filter from existing filters, select the filter and click ‘Apply’ button.
Selected filter will be applied to the listing
Clear Filter:
If any filter is already applied to the listing and user wants to clear the click the ‘Clear Filter’ link
Applied filters will be removed from the listing and all data will be displayed as is.
- Knowledge Base 
) icon
0
0
) and Delete (
) the existing Salutation under the Action Column on the right pane
), Edit (
) Status Flag according to their requirements.
