You can update drop-downs and field options in your account to fit your needs. Set up fields and statuses to reflect your agency and business processes. By default, we include several standard values. Use the default options or remove them and add your own. Also, you can update and adjust field options over time as you grow your agency.
Setting Data & Custom Fields
To update data & custom field options, users need Manage Data, and Manage Custom Fields permissions.
To update data and custom field options:
- From the Profile & Settings icon, select Settings.
- Select Data & Custom Fields.
- Choose the area you want to update.
- Field Options - Most fields in AgencyBloc.
- Policy Status - Set statuses used on policies to distinguish phase of a policy's lifecycle.
- Agent Status - Set the statuses for agents at your agency.
- Contract Status - Used to show the status of an agent contract with your agency.
- Coverage Type - Set the types of coverage for policies in your account.
- Custom Fields - Add and define custom fields options.
- Add, Remove, and re-order the fields and then Save.
Working with Fields
As you work with Data & Custom field options, there are a few things you can do.
|Add a New option||Go to the bottom of the list and enter in your new option in the blank field. Check Active box and then select “Add Option”.|
|Edit an Existing option||Rename or change a field to the new option and then select Save. This will change any records with this field option.|
|Active Checkbox||Check to make the option available in a drop down. Uncheck to keep the value but not show as an option in the drop down menu.|
|Delete an Option||Options can be deleted if it's not being used on any records. You'll see a 0 record count next to the option and you can select remove to delete that option.|
|Set Option Order||You can set the order of options in the drop downs. Drag and drop the fields or order them alphabetically.|
For Policy Status, Agent Status, and Coverage type you can mass update all records with one option to another. This cannot be undone. So, make sure to double check before you make the update.
Example: Updating all policies with the status of "New" to "Pending". All the policies with the status of "New" will be updated to "Pending".
If you need to enter and track data outside of the standard fields in AgencyBloc, you can set up custom fields. For each custom field, you set up the label of the field. You can add custom fields in these areas:
Custom Field Options
|Text Field||A simple text field.|
|Text Area||A large text input field.|
|Number||A simple number value.|
|Percent||A number value formatted as a percent.|
|Currency||A number value formatted as a currency.|
|Date||A calendar date input field.|
|Checkbox||A simple yes/no check box.|
|Checkbox List||A list of checkboxes. Set the field options available in the checkbox list.|
|Dropdown||A drop down field. Set the field options available in the drop down.|
Why can't I delete a field option?
In order to delete a field option, make sure the record count using that option is zero. Otherwise, the field cannot be deleted.
Is there a limit to the number of custom fields I can add?
Nope! Add as many as you need.
Can I search custom field data?
You can use advanced search with Text, Check Box, Check Box List, and Drop Down fields.