Filters and Search Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/filters-and-search/ Mon, 02 Feb 2026 06:40:58 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Filters and Search Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/filters-and-search/ 32 32 Issuing Location Filter in Policy and Book of Business Module – Epic https://www.insuredmine.com/knowledge-base/issuing-location-filter-in-policy-and-book-of-business-module-epic/ Mon, 02 Feb 2026 06:03:08 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=49085 Release Date: January 22, 2026  A new enhancement has been introduced in the Policies and Reports modules with the addition of a new filter and table column option called Issuing Location. This enhancement allows users to filter, view, and analyze policy data based on issuing locations across the Policies section and the Book of Business […]

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Release Date: January 22, 2026

 A new enhancement has been introduced in the Policies and Reports modules with the addition of a new filter and table column option called Issuing Location. This enhancement allows users to filter, view, and analyze policy data based on issuing locations across the Policies section and the Book of Business report.

Use Case: Users can filter policies to view location-specific data, customize table views to include issuing locations, and generate more accurate reports in the Book of Business. It improves visibility, reporting accuracy, and decision-making by allowing teams to understand policy distribution across different locations.

Note: This feature is applicable only for Epic Agency.

To view the Enhancement in the Policies Filter section:

  • Navigate to Policies.
  • Click on Filter.
  • A Filters Panel appears.
  • As shown below, a new option Issuing locations, has been added.
  • From the Issuing location dropdown, select the preferred location or select all to view policies details.
  • Click on Apply.

 

  • As shown below, policies are displayed based on the selected Issuing locations.

 

To view the enhancement in Policies, select Table Columns:

  • Navigate to Policies.
  • Click on Select Table Columns.
  • A Select Table Columns Panel appears.
  • As shown below, a new option, Issuing locations has been added.
  • Check the box next to Issuing location.
  • Click on Save.
  • A success pop-up: ‘’Table Columns Saved Successfully’’ appears.

To View the Enhancement in Reports:

  • Navigate to Reports.
  • From the Reports dropdown, select Book of Business.
  • Click on the Filter icon.
  • A Filter panel appears.
  • From the issuing locations filter, select the preferred location or select all 
  • Click on Apply.

 

To View the Result:

  • Click on the policies count.
  • As shown below, issuing location data is displayed along with other policy details.

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]]> Reports- Filter by CSR https://www.insuredmine.com/knowledge-base/reports-filter-by-csr/ Sat, 06 Apr 2024 10:42:15 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=37195 A new feature has been introduced within the reports module, allowing users to filter their data based on CSR (Customer Service Representative) information.  Use Case: Users can now easily locate data by CSR, facilitating quicker analysis and enabling faster decision-making. To View the Enhancement: Navigate to the reports module. Click on the filter option. A […]

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A new feature has been introduced within the reports module, allowing users to filter their data based on CSR (Customer Service Representative) information. 

Use Case: Users can now easily locate data by CSR, facilitating quicker analysis and enabling faster decision-making.

To View the Enhancement:

  • Navigate to the reports module.
  • Click on the filter option.
  • A new filter, CSR, has been added to the existing filters for reports.
  • Search for the CSR name, and then click ‘Apply’.

Data will be visible based on the selected filter.

Note : The option to filter by CSR is available for all AMS.

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]]> Outgoing And incoming Filter for Calls in Activity Reports https://www.insuredmine.com/knowledge-base/outgoing-and-incoming-filter-for-calls-in-activity-reports/ Thu, 04 Jan 2024 11:10:18 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=34948 The latest update in Activity Reports introduces a new functionality enabling users to distinguish between Incoming and Outgoing calls. This feature empowers users to effortlessly monitor and analyze call activities based on their directionality. Navigation: Go to the “Reports” section. 2. Select “Activity Reports.” 3. Click on the “Calls” option 4. Explore and analyze call […]

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The latest update in Activity Reports introduces a new functionality enabling users to distinguish between Incoming and Outgoing calls. This feature empowers users to effortlessly monitor and analyze call activities based on their directionality.

Navigation:

  1. Go to the “Reports” section.

2. Select “Activity Reports.”

3. Click on the “Calls” option

4. Explore and analyze call data conveniently by navigating between the “Incoming” and “Outgoing” tabs.

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]]> Filter by Lead Source and Disposition in Contacts and Reports. https://www.insuredmine.com/knowledge-base/filter-by-lead-source-and-disposition-in-contacts-and-reports/ Sun, 10 Sep 2023 11:58:01 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=12653 In this article you will learn: Lead Source and Disposition Group By option in Reports ​ Lead Source filter in Reports​ Search tab in Reports Lead Source Filter in Contacts Lead Source table column in Account 360 In the Personal Data Book under Reports section, you can filter contacts based on lead source and dispositions. Lead Source […]

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In this article you will learn:

In the Personal Data Book under Reports section, you can filter contacts based on lead source and dispositions.

Lead Source and Disposition Group By option in Reports

  • Navigate to Reports and click on the personal data book.

  • Click on Group By filter and select Lead Source or Disposition.

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  • If you select Lead Source you will find the number of contacts for each lead source. If you click on specific lead source count, you will find the contact details mentioned below in the table format.
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  • If you filter your contacts based on Disposition you will find the number of contacts by disposition. If you click on a specific disposition count, you will find the contact details mentioned below in the table format.
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Lead Source filter in Reports

Lead Source filter is also available in the reports under the Personal Data Book Report.

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Search tab in Reports

Search tab is also introduced Reports for instant search of any report based on any contact.

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Lead Source Filter in Contacts

In the contact list you can find lead source details. You can also sort your contact list based on lead source.

 

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Click on filter and scroll down to lead source and select the leads as required.

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Lead Source table column in Account 360

If you navigate to account 360 view of any contact, you will get the option to select lead source under table column.

 
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Once selected will be viewed in the table.

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]]> Filter and Search Changes in Reports https://www.insuredmine.com/knowledge-base/filter-and-search-changes-in-reports/ Wed, 04 May 2022 16:05:57 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=21161 Now you can access the global search option in Reports. You can search by any word and search will display all results based on the search parameters. The global search will scan all pages in the reports module.

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Now you can access the global search option in Reports. You can search by any word and search will display all results based on the search parameters. The global search will scan all pages in the reports module.

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]]> Reports filter: Effective Date Filter in Book of Business and Created Date Filter in Personal Data Book https://www.insuredmine.com/knowledge-base/reports-filter-effective-date-filter-in-book-of-business-and-created-date-filter-in-personal-data-book/ Tue, 24 Aug 2021 11:55:20 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=12663 Effective Date Filter in Book of Business Created Date Filter in Personal Data Book Effective Date Filter in Book of Business In the Book of Business Reports, Effective date filters have been added based on policies. Click on the policy count, view the list of policies below in table format. Click on filter and scroll […]

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Effective Date Filter in Book of Business

In the Book of Business Reports, Effective date filters have been added based on policies. Click on the policy count, view the list of policies below in table format. Click on filter and scroll down to effective date and select the date range and click on apply. You will get the policies with the selected date range.

Created Date Filter in Personal Book Of Business

In the Personal Data Book, Created Date filter has been added based on contacts. Click on the contact count, view the list of contacts in table format. Click on filter and scroll down to the created date and select the date range and click on apply. You will get the contacts with the selected date range.

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