custom fields Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Custom Fields in Policy

Anjali Kapadia — Tue, 15 Aug 2023 19:24:59 +0000

Admin can add custom fields in the Policy module, which can be used if there are additional field requirements from the client or agency.

To View the enhancement:

Navigate to Policies
Click on 3 dots icon (Settings)
Select Custom Fields
Click on Add Field
Select the input
Add the Label Name
Click on Submit
You can add multiple custom fields

Once added, you will receive a notification shown below:

Then, if you open a policy, the custom data fields will be displayed on the bottom left corner
You can click on Add Field to fill the custom field and Save

The custom fields will also appear in the policy table.

If you want to delete any custom field previously added, navigate to custom fields, click on the delete icon next to the input section, and click on Close.

The post Custom Fields in Policy appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Bulk contact upload in Contacts

InsuredMine — Tue, 30 May 2023 12:17:08 +0000

In this article, you will learn:

With this upload feature, you can bulk create/update new or existing user profiles in InsuredMine by uploading a CSV file with a list of user profiles.

Navigate to the Contacts module.
Click on the three dots in the top-right corner.
Click on Import Accounts and Contacts.

2. Drag and drop your .csv file in the target field or simply browse through your computer for the file by clicking on the browse button. Click on the Next Step button once you’ve added your file.

3. Once processed, you will have headers identified from your file that would need to be mapped to the header in the Contacts table.

4. Click on the Next Step button to review your data before you finally upload it.

5. Once you click on next, the upload will start automatically.

Notes

If a new user profile is uploaded, a new user profile is created on the account.
If an existing user profile is uploaded, the old user profile is updated with new values.
You can upload multiple CSV files at a time, even while existing files are currently processing.
Once the upload is completed, the information will be updated in the profile.

TIPS: CSV File Format

CSV stands for comma-separated values. It is a simple file format used to store tabular data, such as a spreadsheet or database. Files in the CSV format can be imported to and exported from programs that store data in tables, such as Microsoft Excel or OpenOffice Calc.
If the file is not a CSV or the file does not comply with CSV standards, the upload will not be allowed.
You can upload a CSV with a file size of up to 5.00 MB.

Enhancement: June 2021

Custom fields in CSV Upload for Contacts

You can now upload CSV files with user-defined or customized fields. Admins add fields for specific data entries in the contact details. Those fields were added manually earlier, now they can be automatically mapped and displayed in your Insuredmine contacts.

To upload custom fields in contacts with a CSV follow the steps mentioned below:

Navigate to Contacts and click the Upload data icon on the top right.
Upload the CSV contacts file from your system in the Select File tab. Click Next.
Select the CSV columns to be mapped into insuredmine contacts and click Next.
Make sure all your required fields are mapped properly, in the Review Mapped Data tab. Click Go back to make changes or click Next to proceed.
Click Done to Upload file. A sample screen image for upload notification is shared below.

Enhancement: January 2021

Custom data upload in CSV upload

Admins can add fields for specific data entries, called custom fields. Those fields were added manually earlier by adding or editing contacts, now they can be added while bulk upload itself.

Agents can upload CSV files with custom fields that are already provided by the admin. Before uploading the CSV file, the agent needs to check the pre-set custom fields. The contact details will be automatically mapped and displayed in your Insuredmine contact section.

Enhancement: February 2021

Uploading Contact using Excel

Now you can upload data in the contact section, by using excel file too. Previously it was only CSV files that you could upload but now you can do in any form- either csv or excel.

To view the enhancement:

Navigate to Contacts
Click on Upload Data icon

You will get the option to upload files either in CSV or Excel format.
Upload the Excel file that contains the contact details.

Click on Next Step to map the file columns

Review the mapped data and upload
Once the file gets uploaded, click on Done

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Custom Fields for Accounts

Anjali Kapadia — Mon, 05 Dec 2022 13:20:41 +0000

Release Date: 5 December , 2022

Admin can add, edit or delete the custom data fields in Accounts.

Overview

We have introduced an enhancement in the Accounts module that allows users to add and manage custom data fields for account records. Users can create custom fields, display them as table columns, update their values from Account360, and use them as filters to refine account data.

Use Case: This enhancement helps users capture and organize account-specific information that may not be available in standard account fields. By creating custom data fields, users can tailor account records to their business needs, improve data visibility through table columns, and quickly locate relevant accounts using custom field-based filters.

To view the enhancement:

Navigate to Accounts
Click three-dots icon
Select Custom Fields

Add the custom data fields
Click Add Another to add additional custom fields.
Click Submit.

A success pop-up, “Custom fields are updated successfully,” appears.

Navigate to the Table Column
Select the custom fields created
Click Save

The Selected Table Column will appear in the table view of Accounts

In case you want to edit the custom data, click on the Edit icon and make the necessary changes. Then click on update.

If you navigate to Account 360 of any contact and click to Edit the account, you will find the custom fields that you can edit. Once completed, click on Save.

You can also filter your accounts based on the custom fields that you have added.

The post Custom Fields for Accounts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Custom fields as automation Tag

Nidhi mhendhiratta — Fri, 02 Dec 2022 11:20:04 +0000

Update – Contact Custom fields are available as tags

Use case – Easier for Agents to auto-populate custom fields data of the contact

Process:

Navigate to any Engagement feature, for example – an email campaign.
Click on Create under email campaigns.

Now click on the Tags from the right pane to view the list of tags, including the custom fields.

Choose the desired tags to add to the campaign.

Note: The custom field tags can be used in the following communications:

Email Campaign
Bulk Text
Automation
Send Email and Text from Create List
Templates
Contact 360 – SCD
Pipeline – SCD
Emails via templates
Texts via templates

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Ability to make custom fields mandatory for adding deal

Anjali Kapadia — Tue, 20 Sep 2022 11:15:37 +0000

Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a deal card through the overall portal.

This feature will enable you to add any important fields while adding a deal card.

Generally, custom fields are visible by clicking on more options, but if you mark these fields as mandatory these fields will be visible before clicking more options like other non-mandatory fields.

To view the enhancement from Pipeline:

Navigate to Pipelines
Click on Create or Edit new Pipeline
Once you come to the Deal Data Fields, you need to fill in the fields that you want to mark as mandatory.
These mandatory marked fields will be visible while adding a deal card manually.

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Add Multiple Texts in Custom Fields

Anjali Kapadia — Wed, 03 Aug 2022 11:18:27 +0000

Now you can add multiple texts in custom fields while adding or updating any contact.

To view enhancement:

Navigate to Contacts
Click on 3 dots icon
Click on Custom Fields

Select the field names (Text, Number, Textarea, Single Selection, Multiple Selection, and Date)

Multiple Selection

You can select “Multiple Selection” if you want to have multiple entries separated by a comma.

If the contact has multiple text fields filled, then you can sort or filter the contact based on the multi-text fields.

Filter

Filter by Custom Fields and click on Apply. The results will be displayed, as shown below.

Select Table columns:

Custom field added can be verified in Select Table columns

You will find the multiple text custom filled while adding a contact

Even while updating a contact, you will find the option of multiple texts in the Custom Field section.

In Contact 360, you will find the multiple text shown in the left panel

This feature is also available in Accounts and Pipeline Manager.

Accounts – Account 360

Pipeline

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View each custom fields individually in the directory

InsuredMine — Tue, 05 Jan 2021 08:04:59 +0000

In this article, you will learn:

Add a Custom Field

Admin can customize the fields or label names for the contact directory.

Click on contacts
Click on 3 dots and click on the custom field.
You can add or delete the fields/label name as required.

These custom fields will be visible to the agents in the contact section. Agents can select these custom fields as required, and he will get those fields visible in the contact list/ directory.

View only Selected Custom fields in Contact Table View

To select the custom fields in the directory.

Click on Contact
Click on the select table columns icon.
Navigate down to choose the custom fields

For example, if the admin has set 3 custom fields- Nick Name, Account Name, and Vin Code.

An agent can view these three custom fields and can select any one, two, or all three as per his preference.

Click on save

A popup notification will generate on the top right saying, “Table column save successfully”.

And now, the contact directory will have all the custom fields that have been selected by the agent.

View all Custom fields in Contact360

You can also view all the custom fields in Contact 360 in the bottom section of the overview segment.

Enhancement: May 2021

Handle custom fields as per agent

This one is applicable for accounts that have Enterprise type.

If the agent logs in through an account that has enterprise type, you will get the option to select the agents, while handling custom fields.

Note: For non-enterprise agents, in custom fields, will not have the option to assign agents for labels.

Note: If you don’t add any agent name for a custom field, then by default it will select the admin name, through which you have logged in.

Note: Adding custom fields can be accessed by admin only but will show up for all agents.

And the label will be available to those agents whose names are mentioned in the custom fields. But if there is any label that is not assigned to any agent will be assigned to the admin by default.

Once you click on submit, the custom fields will get updated.

Note: In the table column view in contacts, whatever fields are assigned to agents, the same fields will be visible to him.

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