Overview
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.
IN THIS ARTICLE
Managing data and custom fields
You must belong to a Security Group with the “Data & Custom Fields” Administrative permission to access these settings and make changes.
To modify data and custom field options:
- Go to Settings.
- On the Servicing tab, select the ‘Data & Custom Fields’ link.
- On the Data & Custom Fields page, pick and choose which field you want to edit.
- Most AMS+ fields are listed on the Field Options page. While also considered field options, there are separate pages for the Policy Status, Agent Status, Contract Status, and Coverage Type.
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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 customizable field options:
- Activity Method
- Activity Priority
- 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
- Lead Source
- New Hire Eligibility (Policy)
- Opportunity Confidence Rating
- Opportunity Product Type
- Opportunity Sales Status
- 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
- Individuals & Sales Records
- Policy Records
- Agent Records
- Agency Records
Custom Field Options
| Field Type | Description |
|---|---|
| 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 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 drop down. |
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
Note: Legacy components include outdated features and functionality that may not be present in your account. This section is only relevant if your account has them.
Legacy components in this section:
Type Category (Groups & Individuals only)
*Group Type and Individual Type have additional settings. See the table below for more details.
| Additional setting | Description |
|---|---|
|
Category (Group Type & Individual Type only) |
You can assign one of four categories to a group/individual type:
Assign type categories to easily separate leads from clients in Quick Search. Pro tip: When you add or import new group/individual types, assign a category to each one to keep your Quick Search up to date. |