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Setup > Dashboard Setup

Posted on by wikiagent

Dashboard Setup refers to the process of creating and organizing a dashboard, which is a visual interface used to display key information, data, or metrics in a clear and easily digestible format.

Setup Dashboard

  1. Sign in to AgentFront CRM.
  2. From the top menu, choose Setup.
  3. Select Dashboard Setup from left side panel.
  4. The Dashboard Setup page will open, displaying existing Dashboards.
  5. There is an Add button above the Action Column on the right side of the page to add new Dashboard.
  6. There are options to Manage (), Assign/Share () and Edit () the available Dashboard under the Action column.

Add new Dashboard:

  1. Click on Add button to add new Dashboard.
  2. The Add Dashboard window will open, allowing the user to enter the required details to create a new Dashboard.
    • Dashboard Name: Enter the clear, descriptive name. This is what users will see under the Dashboard tab.
    • Description: Optional explanation of the Dashboard’s description.
    • Status: Select status from Active or Inactive options.
    • Usage: Select usage from Public or Private options.
  3. Once the required fields are filled, click the Save button.
  4. The dashboard is now listed and ready to use.
  5. Using the Manage option, the user can set a customized dashboard.

View Dashboard under Dashboard Tab:

  1. Navigate to Dashboard tab to view newly added Dashboard.
  2. Click Dashboard in the top menu and select the newly created dashboard from the drop-down menu. As no widgets or charts have been created yet, the dashboard displays a message asking you to add them.

Steps to Setup Customize Dashboard

Manage Dashboard Setup:

  1. Navigate to SETUP > Dashboard Setup again.
  2. Click Manage () icon from the Action Column for the newly added Dashboard to Manage details of Dashboard.
  3. A new page will open with all details of Dashboard.
  4. There are two options to add in dashboard:
    • Widgets and
    • Chart
  5. The Widgets tab opens by default. Users can create Widgets and Chart from this tab as required.
  6. There are Back () and Add buttons above the Action Column on the right side of the page.

Below are the steps to add Widget.

  1. Add Widget:
    • Click on Add button to add new Widget.
    • The Add Widget window will open, allowing the user to enter the required details to create a new Widget.
      • Widget Name: Enter the clear, descriptive name.
      • Description: Optional explanation of the Dashboard’s description.
      • Status: Select status from Active or Inactive options.
      • Select Field: Select field from the given fields.
      • Select Value: Select value for the selected field.
    • Once required fields are filled, click Save button.
    • The widget is now listed and ready to use.
    • There are options to View (), Edit () and Delete () the existing Widget under the Action column.
    • Also, users can Rearrange () Widgets according to their requirements.
  2. View Widget:
    • Click View () icon from the Action Column for the Widget you want to view details of widget.
    • A new page will open, displaying all the widget details in view only mode.
  3. Edit/Update Widget:
    • To update the existing Widget from the available list, Click on Edit ( ) icon from Action Column for the Widget you want to edit/update.
    • Clicking Edit () icon will open the selected widget in edit mode with title Edit widget.
      Update the required details and click Save.
  4. Delete Widget:
    • To delete the unwanted existing Widget from the available list, click on Delete () icon from the Action Column for the Widget you want to delete.
    • It will ask for confirmation popup, click on Deleted button to delete the Widget otherwise click on Close button.

Just like with widgets, users can create charts for the same dashboard.

Below are the steps to add Charts

2. Charts:

  1. Click Charts next to Widgets.
  2. There are Back () and Add buttons above the Action Column on the right side of the page.
  1. Add Chart
    • Click on Add button to add new Chart.
    • The Add Chart window will open, allowing the user to enter the required details to create a new Chart.
      • Title: Enter the clear, descriptive title of the Chart.
      • Description: Optional explanation of the Chart’s description.
      • Based On: This field is the main section of the chart. Chart is based on this field.
      • Select Values: Select values for the bases on.
      • Chart Type: Select chart type from the given options.
      • Status: Select option from action of inactive.
      • Performance Type: Select performance type for the given options.
      • Add filter option on chart: Add filter option if needed.
      • Do you want to add the condition?: add condition if required.
    • Once required fields are filled, click Save button.
    • The chart is now listed and ready to use.
    • There are options to View (), Edit () and Delete () the existing Chart under the Action column.
    • Also, users can Rearrange () Chart according to their requirements.
  2. View Chart
    • Click View () icon from the Action Column for the Chart you want to view details of chart.
    • A new page will open, displaying all the chart details in view only mode.
  3. Edit/Update Chart:
    • To update the existing Chart from the available list, Click on Edit () icon from Action Column for the Chart you want to edit/update.
    • Clicking Edit () icon will open the selected chart in edit mode with title Edit Chart. Update the required details and click Save.
  4. Delete Chart:
    • To delete the existing Chart from the available list, click on Delete () icon from the Action Column for the Chart you want to delete.
    • It will ask for confirmation popup, click on Deleted button to delete the Chart otherwise click on Close button.

Back to Dashboard Setup:

  • After completing the setup of Widget and Chart click on Back () button to complete the Dashboard setup.

Assign/Share Dashboard:

  • Click on the Assign/Share () icon from the Action column to share the Dashboard with another user.
  • A new pop-up will appear named – Assign Users.
  • Search for the user with whom the dashboard needs to share with.
  • Select the user from the drop down.
  • Click on add button to add the user.
  • System will generate confirmation message and widget shared with the person will look like below.

View Widget and Chart in Dashboard menu:

  • Select Dashboard from the top menu.
  • Select the newly created Dashboard from the right side Select Dashboard drop-down option.

Edit Dashboard Setup:

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

Posted on by wikiagent

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.

  1. Sign in to AgentFront CRM
  2. From the top menu, choose Cases
  3. In the left-side panel, select SFA Folder
  4. 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
  5. A new page will open for the ‘Health SFA’ SFA Folder, displaying the available cases within it
  6. Select the case(s)
  7. After selecting the case(s) action menu will be enabled
  8. Select the another SFA Folder from the drop-down menu. Here we have selected ‘Application Received’ SFA Folder from the drop-down menu
  9. Click on Submit () icon
  10. The selected case(s) will be moved from the current SFA Folder to the selected SFA Folder from the dropdown menu
  11. 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.
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Cases List > Move Cases From One Pipeline To Another Pipeline

Posted on by wikiagent

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.

  1. Sign in to AgentFront CRM
  2. From the top menu, choose Cases
  3. In the left-side panel, select Pipeline
  4. Select the desired Pipeline. For example, here we have selected ‘DI GRADED’ pipeline and there are 17 cases available in this pipeline
  5. A new page will open for the DI GRADED pipeline, displaying the available cases within it
  6. Select the case(s)
  7. After selecting the case(s) action menu will be enabled
  8. Select the another pipeline from the drop-down menu. Here we have selected ‘HEALTH HUMANA ONE’ pipeline from the drop-down menu
  9. Click on Submit icon
  10. The selected case(s) will be moved from the current pipeline to the selected pipeline from the drop-down menu
  11. 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.
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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 > 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.

Company Setup

  1. Sign in to AgentFront CRM.
  2. From the top menu, choose SETUP.
  3. In the left-side panel, select System Setup.
  4. Under System Setup, click Company.
    • Note: The user can also access this page by typing Company in the Enter Text to Search bar.
  5. The Company page will open, displaying existing Companies.
  6. There is an Add, Print and Export buttons above the Action Column on the right panel.
  7. There are options to Enable, Edit () and Delete () the existing Company under the Action column.
    • Note: If any company is used or implemented, the deleting options will be locked for that company, meaning it cannot be deleted.

Add new Company

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

Print Company

  1. Click the ‘Print’ button at the top right of the list to print the Company list.
  2. Clicking on ‘Print’ will open a new page and allow the user to print the Company listing.

Export Company

  1. Click the ‘Export’ button at the top right of the list to export the Company listing.
  2. Clicking on ‘Export‘ will open a new page and allow users to export the Company listing for the selected period

View Company in Cases tab

  1. Navigate to the Cases tab from the top menu.
  2. Cases List – All Cases page will open by default.
  3. Open any case from all cases lists.
  4. The dashboard for the selected case will open by default.
  5. Click the ‘Information’ tab from the dashboard.
  6. Navigate to the ‘Default’ tab under the ‘Life Policy’ tab to view the drop-down of available Company.

Enable/Disable Company

  1. To enable the existing Company from the available list, click on Enable icon from the Action Column for the Company you want to Enable/Disable.
  2. It will ask for confirmation popup, click on Enable button to enable Company otherwise click on Close button.
  3. Color of the icon will be changed from red to green.

Update Company

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

Delete Company

  1. To delete the existing Company from the available list, click on Delete () icon from the Action Column for the Company you want to delete.
    • Note: Deletion is restricted if the Company is referenced elsewhere, until those references are removed.
  2. It will ask for confirmation popup, click on Deleted button to delete Company otherwise click on Close button.
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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 > Salutation Setup

Posted on by wikiagent

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.

  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 Salutation
    • Note: The user can also access this page by typing Salutation in the “Enter Text to Search” bar
  5. The Salutation page opens with a list of available existing salutations
  6. There is an Add, Print and Export buttons above the Action Column on the right pane to add new Salutation
  7. 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:

  1. Click the ‘Add’ button at the top right of the list to add new Salutation
  2. It will open page to add new Salutation with title Add Salutation
  3. Click on Save. The Salutation is now listed and ready for use

Print Salutation

  1. Click the ‘Print’ button at the top right of the list to print the Salutation list
  2. Clicking on ‘Print’ will open a new page and allow the user to print the Salutation listing

Export Salutation

  1. Click the ‘Export’ button at the top right of the list to export the Salutation listing
  2. 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

  1. Navigate to the Cases tab from the top menu
  2. Cases List – All Cases page will open by default
  3. Open any case from all cases lists
  4. The dashboard for the selected case will open by default
  5. Click the ‘Information’ tab from the dashboard
  6. Navigate to the ‘Default’ tab under the ‘Personal’ tab to view the drop-down of available Salutations

Update Salutation:

  1. 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
  2. Clicking the Edit () icon will open the selected Salutation in edit mode with title Edit Salutation
  3. Update the required details and click Save

Delete Salutation

  1. 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
  2. It will ask for confirmation popup, click on Deleted button to delete Salutation otherwise click on Close button

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Quick Profile > Associate Summary

Posted on by wikiagent

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

  1. Sign in to AgentFront CRM
  2. From the top menu, choose SETUP
  3. Setup > Quick Profile > Cases Quick Profile setup page will open by default
  4. Click on Quick Profile > Associate Summary
  5. This page will display the default Associate’s Summary setup
  6. This Associate Summary setup will be reflected under Associate > Individual Associate Window > Associate Summary, located on the left side of the page
  7. Users can add the new field by using the (+) sign, which is displayed in green color
  8. Users can remove the existing field by using the (x) sign, which is displayed in red color
  9. Users can also edit the existing field(s) that have already been set up
  10. Once the add/edit action has been taken, click on ‘Save‘
  11. This updated Associate summary setup will be reflected in ASSOCIATE > Individual Associate Window > Associate Summary

Restore Associate Summary Setup

  1. 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
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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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    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

    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

    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 Status Flag.
      • Note: The user can also access this page by typing Status Flag in the Enter Text to Search bar.
    5. The Status Flag page opens with a list of existing Status Flags.
    6. There is an Add button above the Action Column on the right panel to add new Status Flag.
    7. 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.
    8. Also, users can Rearrange () Status Flag according to their requirements.

    Add new Status Flag:

    1. Click the Add button to add new Status Flag.
    2. 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.
    3. Click Save button. The Status Flag is now listed and ready to use.

    View Status Flag:

    1. 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:

    1. Navigate to the Cases tab from the top menu.
    2. Cases List – All Cases page will open by default.
    3. Open any case from all cases lists.
    4. The dashboard for the selected case will open by default.
    5. Click the ‘Quick Profile’ tab from the dashboard.
    6. Navigate to the ‘Life’ tab below the ‘Beneficiary’ section to view the drop-down of available Status Flags.

    Update Status Flag:

    1. 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.
    2. 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:

    1. 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.
    2. It will ask for confirmation popup, click on Deleted button to delete Status Flag otherwise click on Close button.

    Re-arrange Status Flag:

    1. Status Flags can be rearranged () to set their priority in the search results.
    2. Hover over the Re-arrange () icon at the beginning of a Status Flag.
    3. 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.
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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 > Quick Search

    Posted on by wikiagent

    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.

    1. Sign in to AgentFront CRM.
    2. From the top menu, choose Cases.
    3. From the top right-side menu, Click on Quick Search.
    4. Quick search will search for the case based on the fields set up under Setup > System Setup > Quick Search > Case Quick Search.
    5. Enter at least 3 characters in the search box, then click the search icon.
    6. Quick search results should be displayed based on the characters entered in the quick search bar.
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    Cases List > Case List

    Posted on by wikiagent

    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

    1. Sign in to AgentFront CRM
    2. From the top menu, choose CASES
    3. Cases list will open by default
    4. The cases list will be displayed in descending order based on the Create Date
    5. Data can be sorted in ascending or descending order by clicking on the column header
    6. 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
    7. Additionally, the pagination of the cases list will be adjusted by the system according to the selected option

    Left Side View

    1. The left-side panel contains links for quick and easy access to different sections
    2. Search – The ‘Search’ option allows users to search for cases based on various criteria
    3. Search & Create New – The ‘Search & Create New’ option allows users to search and create new case directly
    4. Recent Cases – Using ‘Recent Cases’ link, users can view the five most recently opened cases
    5. 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
    6. 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
    7. 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

    1. On the right side at the top, there are additional icons for cases list
    2. Quick Search – Using ‘Quick Search‘ feature users can search for data across all cases
    3. Filter – Using ‘Filter‘ feature users can refine the displayed data by filtering specific information from all cases
    4. Print – ‘Print’ option allows users to print the current page according to the selected display settings
    5. Export – Users can export specific data by using the ‘Export‘ option based on the date range selection
    6. Display – Users can customize the fields and arrange the specific display of the page using the ‘Display‘ option
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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 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.

    1. Sign in to AgentFront CRM.
    2. From the top menu, select CASES.
    3. From the top-right options, click on the Print button to initiate the printing process for the data currently displayed on the screen.
    4. 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.
    5. Select the required print options as needed, and then click the Print button to complete the printing process.
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    Cases List > Export

    Posted on by wikiagent

    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.

    1. Sign in to AgentFront CRM.
    2. From the top menu, select CASES.
    3. In the top-right corner of the screen, click the Export button.
    4. A pop-up window will appear displaying the available export options.
    5. 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
    6. After selecting the desired option, click the Export button to proceed.
    7. The system will process your request and generate the export file.
    8. The exported data will be downloaded as a CSV file and saved to designated download location.
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    Cases List > Case Filter

    Posted on by wikiagent

    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.

    1. Sign in to AgentFront CRM
    2. From the top menu, choose CASES
    3. Cases list will open by default
    4. Click the Filter icon in the top right corner
    5. A new pop-up window named ‘Filter’ will open
    6. Existing filters will be listed under Saved Filters
    7. There is an Add Filter link with (+) icon on top of the page
    8. 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

    1. Click on ‘Add Filter’ to add a new filter to the system. (Maximum 10 filters can be created)
    2. Clicking ‘Add Filter’ will open a new page where the user can set the filter criteria according to the requirements
    3. 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
    4. 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
    5. After setting all the conditions, click the ‘Save & Apply’ button
    6. The new Filter will be saved in the system and applied to the listing

    View Filter:

    1. To view the existing filter, select the filter and click ‘View Filter’ () from the available options.
    2. 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:

    1. To update the existing filter, select the filter click ‘Edit Filter’ () from the available options
    2. The filter window will open with the existing criteria, allowing the user to modify the filter options

    Delete Filter:

    1. To delete the existing filter, select the ‘Filter’ and click on the ‘Delete Filter’ ()  from available options
    2. The system will ask for confirmation. Click Delete to proceed

    Apply Filter:

    1. To apply the filter from existing filters, select the filter and click ‘Apply’ button.
    2. Selected filter will be applied to the listing

    Clear Filter:

    1. If any filter is already applied to the listing and user wants to clear the click the ‘Clear Filter’ link
    2. Applied filters will be removed from the listing and all data will be displayed as is.

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