Field Sets in AgencyBloc appear on the Coverages tab under Policies. As you change the coverage type on the policy, the fields present will change to give you the necessary fields for each coverage type. Watch the video to see how you can change your field sets and customize your field set options.
Additional resources
- [Help Article] Using Policy Coverages & Field Sets
- [Help Article] Field Set List by Coverage
- [Help Article] Managing Coverage Types & Field Sets
Video training series for Customizations & More
- How to Customize Your AgencyBloc Fields (6:06)
- Creating and Using Custom Fields (4:06)
- 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) You are here
- 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)