You can update dropdowns and field options in your account to fit your needs. Set up fields and statuses to reflect your agency and business processes. The application includes some default field options that are standard to the health and life insurance industry. You can use the default field 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
Only users with Manage Data, and Manage Custom Fields permissions can update data and custom fields.
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 - Set values for 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 change the field order.
- Save changes.
Working with field options
As you work with field options, there are a few things you can do.
|Add an option||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 take effect until this box is marked.|
|Edit an option||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. Field options that you can’t edit will be grayed out.|
|Remove an option||A field option can only be deleted if it's not in use. To see whether a field option is in use, there is a number next to the ‘Active’ checkbox. If the number is “0”, you can remove the field option.|
|Make an option 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.|
|Change option order||Use ‘Order Alphabetically’ or drag and drop field options to change the order in which they appear in dropdown menus.|
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".
Set up custom fields to enter and track data that is unique to your agency. 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 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.|
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.