InsuredMine CRM | Optimize and Grow Your Insurance Agency

Custom Fields in Policy

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 would like to delete any custom field that was previously added, navigate to custom fields and click on the delete icon next to the input section and click on Close.

 

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