Using the search bar at the top of your AgencyBloc account, you can run a Global Search that includes all record types. Then, you can filter through to find the specific information you need. The Global Search bar is helpful when you have clients walking in or calling in to ask questions.
Additional resources
Video training series for CRM Basics
- How to Create New Records in AgencyBloc (5:55)
- Order of Operations for Adding Records (2:16)
- Searching for Records in AgencyBloc (2:05) You are here
- Using the Individual Detail Screen (5:05)
- An Overview of AgencyBloc's Activities (13:04)
- Overview of Notes & Attachments (2:44)
- Using the Policy Detail Screen (2:58)
- Creating & Using Policy Coverages (2:25)
- Using the Group Detail Screen (4:37)
- Creating & Using Relationships (2:35)
- Managing Group Contacts (4:44)
- Using the Carrier Detail Screen (5:43)
- Adding Agent & Agency Records (6:32)