• Overview of Searching
    Overview Now that all of your data is in AgencyBloc,  you'll want to know how to find exactly what you need. Maybe you are working on renewals, or perhaps you need to find every...
  • Searching All Records & Quick Search
    Overview There are two basic search methods in AgencyBloc:  Search All records and Quick Search. Use the search box in the main menu of to search all records or focus your effor...
  • Advanced & Saved Search
    Overview Advanced & Saved Search helps you find and keep what you need. Search using combined criteria and custom fields. Save your advanced searches to use again and again....
  • Tips & Examples for Advanced Search
    Overview Advanced and saved search allow you to use combined criteria and custom fields to find what you need and then keep it for later. Use your saved searches to create custo...