In AMS+, we include default field options and statuses that are standard to the health and life insurance industry. If you're a user with administration permissions, you may update these defaults to fit your business needs. You can also create custom fields to track data that is unique to your agency.
Requirements
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Manage Data & Custom Fields permission.
In this article
- Managing field options for default fields and custom fields
- Field options
- Custom fields
- Common questions
- Legacy components
Managing field options for default fields and custom fields
To modify field options for default fields or custom fields:
- Go to My Agency Settings.
- Find and open the Data Administration setting.
- On the Data Administration page, pick and choose which field you want to edit.
Field options
Field options are the values that you see in field dropdown menus throughout AMS+. We provide default values, but you can edit and personalize them to fit your agency's needs.
Here is the full list of default fields with customizable field options:
- Activity Method
- Activity Status
- Activity Type - Learn more
- Address Type
- Agent Classification
- Agent Status - Learn more
- Agent Qualification
- Agent Type
- Commission Account Type
- Contract Status - Learn more
- Coverage Type - Learn more
- Election (Policy)
- Eligibility Hours (Policy)
- Emp Classification (Individual)
- Emp Status (Individual)
- Enrollment Status (Policy)
- Group Status
- Group Type
- Individual Status
- Individual Type - Learn more
- Lead Source
- Tags (Individuals) - Learn more
- New Hire Eligibility (Policy)
- Pay Method (Policy)
- Policy Status - Learn more
- Primary Market
- Project Code (Agent)
- Project Code (Individual)
- Project Code (Policy)
- Project Code (Group)
- Relationship
- Revenue Code
- Term Reason
You can take the following actions when modifying any field option:
| Action | Description |
|---|---|
| Add | At the end of the list, there is a blank field. Enter a value for the new field option into the blank field. Mark the Active checkbox, then select Add Option. The new field option won't be available until this box is marked. |
| Edit | Rename or change a field option, then select Save. Changes take effect immediately. If you edit a field option that is in use, those changes will be reflected in every record that is using it. |
| Remove | A field option can only be deleted if it's not in use. To see whether a field option is in use, check the number next to the Active checkbox. If it's "0", you can remove the field option. |
| Make active | Mark the Active checkbox to make a field option available in dropdown menus. Unmark this checkbox to make a field option hidden in dropdown menus. |
| Re-order | Use Order Alphabetically or drag and drop field options to change the order in which they appear in dropdown menus. |
Custom fields
Use custom fields to track data that is unique to your agency. You can add custom fields to these types of records:
- Group Records
- Individual Records
- Policy Records
- Agent Records
- Agency Records
Custom field options
| Field Type | Description |
|---|---|
| Text Field | A simple text field. Has a character limit of 1,999 characters. |
| Text Area | A large text input field. Has a character limit of 1,999 characters. |
| 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 checkbox. |
| Checkbox List | A list of checkboxes. Set the field options available in the checkbox list. |
| Dropdown | A dropdown field. Set the field options available in the dropdown. |
Common questions
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.
Legacy components
The following content applies only to accounts with legacy features that may no longer be present in your account. If you're unsure whether this applies to you, check your subscription package on the Subscription page.
Legacy components in this section:
- Opportunity field options — accounts using Sales Opportunities
- Type Category (Groups only) — accounts using Sales Opportunities
Opportunity field options
The following field options are available in the Data Administration settings for accounts using Sales Opportunities:
- Opportunity Confidence Rating
- Opportunity Product Type
- Opportunity Sales Status
Type Category (Groups only)
Group Type has an additional setting. See the table below for more details.
| Additional setting | Description |
|---|---|
|
Category (Group Type only) |
You can assign one of four categories to a group type:
Assign type categories to easily separate leads from clients in Quick Search. Pro tip: When you add or import new group types, assign a category to each one to keep your Quick Search up to date. |