Video recorded on December 7, 2021
What was covered:
- Key data fields in AgencyBloc
- Default fields for Group, Individual, Policy, and Agent records
- Address, servicing agent, and date fields for Group and Individual records
- Address and date fields for Agent records
- Different types of custom fields
- How to use the data field values in other AgencyBloc features
- How to set the field options for data fields
- How to create custom fields