With December’s updates, you can create activities from start to finish with the +New button in the application header and your Activities Dashboard. Your commission entry exports will include policy ID so you can re-import that data via payee import. And, Automated Workflow now detects activity loops.
12/20/2018 - Added policy ID to commission entries export and added workflow activity loop detection
12/4/2018 - More options to add activities
12/20/2018 - Added policy ID to commission entries export and added workflow activity loop detection
Add & Edit Commission Entries
We added policy ID to the commission entry export that you can access from the Commission > Add & Edit Entries page.
With this update, you can now export your commission data from the Add & Edit Entries page and send it to us to import back into your account via payee import.
Automated Workflow
Automated Workflow can detect tell when a workflow is in an activity loop and inactivate it to stop the loop.
To fix the activity loop, you will need to identify which workflow is causing it and make adjustments to the workflow trigger and/or action(s). Learn more.
12/4/2018 - More options to add activities
New activity
- Create activities from anywhere in AgencyBloc without leaving your current page.
- Create activities from your Activities Dashboard. You can also create them from your Personal Dashboard if the Activity List is favorited.
We're here to help. If you need anything, feel free to send us an email at help@agencybloc.com. Also, let us know what you think of the update. Have a good one!