Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.
You can update certain details on a Scope of Appointment (SOA) form after it has been created (even if it has already been completed) provided you meet the permissions criteria outlined in this article.
For more on SOAs, including training and related resources, see this feature overview.
Requirements
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- You must be assigned to a Security Group with the Individual Visible and Edit permissions.
- If you're an Agent CRM User, you need access to Individual Records assigned to your Accessible Agent, and optionally unassigned records.
- You must be the assigned agent/user who originally generated the SOA you intend to edit.
How to edit a requested or signed SOA
- Go to the Consent tab of the Individual Record where the SOA is stored.
- Locate the SOA you want to edit.
- Select the Edit button next to the SOA.
Note: The Edit button only appears if you are the user who originally generated the SOA.
- In the Edit SOA pop-up, make your edits.
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You may edit the following fields:
- Plan(s) the Licensed Sales Representative will Represent During the Meeting
- Date Appointment is Completed
- 48 Hour Exception Reason (optional)
- Choose SAVE AND REGENERATE PDF.
Note: The system will regenerate the SOA PDF every time changes are saved. Downloading the PDF after each change may result in multiple versions.
Legacy components
The following content applies only to accounts still using Sales Records. If you're unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes "+ Enhanced Records" (e.g., Accelerate + Enhanced Records). If your package does not include "+ Enhanced Records," this section applies to you.
Legacy components in this section:
- Editing an SOA on a Sales Record — accounts using Sales Records
- Sales Record permissions — accounts using Sales Records
- Sales Enablement Visible permission — accounts using Sales Records
Editing an SOA on a Sales Record
The steps for editing an SOA on a Sales Record are the same as for an Individual Record. Go to the Consent tab of the Sales Record, locate the SOA, and select the Edit button.
Sales Record permissions
To edit SOA forms on Sales Records, you must have user account Sales permissions to View and Edit Sales Records. Learn more.
Sales Enablement Visible permission
To edit SOA forms, you must be assigned to a Security Group with the Sales Enablement Visible permission.