Activities & Notes
Track appointments and assign to-dos and pin notes to records in AMS+.
-
Creating & Working with Activities
Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.This article explains how to cr...
-
Notes, Attachments, and Pinned Notes
Overview You may want to jot down notes or store files related to a specific record. Every group, individual, agent, and policy record has a ‘Notes/Attachments’ tab that you can...
-
Using Your AMS+ Calendar
Overview The AMS+ Calendar is a tool to help you visualize and track Activities across your agency. The calendar can also help with scheduling as you and your teams plan out Act...