Overview
There are two basic search methods in AgencyBloc: Search All records and Quick Search. Use the search box in the main menu to search all records or focus your efforts by searching in a specific section. You can search for Groups, Individuals, Policies, and Agents. Sort and filter your data to see only what you need.
IN THIS ARTICLE
Search All Records
Use the search in the main menu to search across all Groups, Individuals, Policies, and Agents. Items matching your search criteria are grouped by section and can be sorted using the headings on each table. Results display for those records which a user has access based on their security settings.
Example: Searching for "Thad Bridges" will find any matches in Groups, Individuals, Policies, and Agents. So, if Thad Bridges is an individual and has policies in the system, the results will return the individual record for Thad as well as all of his policies.
Quick Search
Type your search criteria and see your results load in real-time. You can search fields even if they are not displayed. For example, if you do not have Individual Status as an item in your column settings, you can still search for it.
Sort your data by clicking on the column heading. This quickly groups the data together - sorting ascending or descending. Select the number of entries you want to see per page using the "Show Entries" dropdown.
Quick Search filter (groups & individuals only)
With the Quick Search filter, you can separate your leads from clients and other types.
The filter has four categories for you to choose from. You can fine-tune the filter by assigning categories to your group/individual types in Data & Custom Fields.
| Category | Description |
|---|---|
|
Clients |
The group/individual record’s type has the “Clients” category assigned in Data & Custom Fields. |
|
Leads |
The group/individual record’s type has the “Leads” category assigned in Data & Custom Fields. |
|
Others |
The group/individual record’s type has the “Others” category assigned in Data & Custom Fields. |
|
(not set) |
The group/individual record doesn’t have a type selected or the record’s type does not have a category assigned in Data & Custom Fields. |
If a record isn’t showing under a certain category, check to see if:
- The record has a type.
- The record has the correct type.
If it still isn’t showing, you may need to check with an administrator at your agency to see if:
- A category is assigned to the record's type.
- The correct category is assigned to the record's type.
What is Searchable
Searching both All Records or Quick Search looks for matches from the field list below:
| Groups | Individuals | Policies | Agents |
|---|---|---|---|
| Name DBA Status Type Federal Tax ID Lead Source Phone Agent Last Name Project Code |
Name Nickname Associated With Status Type SSN Lead Source Phone |
Holder Name DBA Policy Status Coverage Type Policy Number Commission Number Carrier Effective Date Renewal Date |
Name Nickname Status City Agent Number Agent Contract Number E&O Expiration Date |