Although AgencyBloc's fields are preset for the industry, you may want to track more. Custom fields help you track the additional data you need for every record type. Add custom fields to your Individual, Group, Policy, Agent, and Carrier detail screens to ensure you have the information present that is critical for your agency's data analysis.
Additional resources
Video training series for Customizations & More
- How to Customize Your AgencyBloc Fields (6:06)
- Creating and Using Custom Fields (4:06) You are here
- Adjusting Your Columns and Grid Views (3:01)
- Customizing Your Dashboard (2:34)
- Running Advanced and Saved Searches (3:39)
- An Introduction to Standard Reports (4:38)
- Finding Duplicates and Merging Records (2:14)
- Creating & Using Teams (7:34)
- A Review of Field Sets & How to Use Them (5:23)
- An Introduction to Outlook Email Sync & Email Forwarding (4:44)
- An Introduction to Automated Workflow & Email Marketing (4:18)
- An Introduction to Sales Pipeline (6:54)