Agency Management

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  1. What is the difference between a clients section type standard form and a data table?
  2. How to add fields to a clients section in the clients profile of the data table?
  3. What variables can be determined for the configuration of the fields within a clients section of the data table type?
  4. What variables can be determined for the configuration of the fields within a clients section of the standard form type?
  5. How to create a new section in the clients profile?
  6. How many sections can be created within the clients profile?
  7. How to select the privacy of the data for the customization sections of the clients profile?
  8. Which users have access to the customization section?
  9. How to add fields to a custom section in the client profile of the standard type?
  10. How to change the order of the custom fields in the standard form type?
  11. How to edit the customizations sections of the client profile?
  12. How many columns can be added in a custom section of the data table type?
  13. How to change the order of the customization sections of the client profile?
  14. Where can I visualize the new custom sections?
  15. When changing the language of the platform, the customized sections are translated automatically?
  16. How to delete a section created within the customization function?

 

1. What is the difference between a clients section type standard form and a data table?

You can create 2 types of sections within the customization function:

  1. Type standard form
  2. Type data table

The difference is in the distribution of information within the section and in the number of columns that can be added.

In a standard form type section:

You can add information and distribute it among the 2 columns that you have available.

In a section data table type:

You can add up to 5 columns to enter the information fields.

2. How to add fields to a clients section in the clients profile of the data table?

  1. When entering the standard form, the first thing to do is add the name of the subsection.
  2. Click on the + symbol, you must define if the field will be Text or Date.
  3. Add the name of the field and then click on the three points  (...) button to edit the information.
  4. You can select certain variables to determine the configuration of the created field.
  5. When finished, click on Save.

3. What variables can be determined for the configuration of the fields within a clients section of the data table type?

  1. Indicate the number of characters allowed.
  2. Choose whether it will be an obligatory field or not.
  3. Select if the field will allow adding only numbers or numbers and letters.

Note: If it is a date field, you can deactivate past dates (if applicable).

4. What variables can be determined for the configuration of the fields within a clients section of the standard form type?

  1. Indicate the number of characters allowed.
  2. Choose whether it will be a mandatory field or not.
  3. Select if the field will allow adding only numbers or numbers and letters.
  4. Check if you want to show information about tools.

Note: If it is a date field, you can deactivate past dates (if applicable).

5. How to create a new section in the clients profile?

  1. Enter the Administrative Module. Then, in the agency configuration section select Customizations.
  2. Click on the option Clients Profile and then on create a new section.
  3. Choose the name of the section and type: Standard Form or Data Table.
  4. Add the name of the subsection and the information for the fields.
  5. To finish click on Save section.

6. How many sections can be created within the clients profile?

Currently, 4 new sections can be added within the Clients Profile.

7. How to select the privacy of the data for the customization sections of the clients profile?

  1. Enter the Administrative Module. Then, in the agency configuration section select Personalization.
  2. Click on the option Clients Profile and choose a section to determine the privacy of the data.
  3. Locate the button on the right side of the section and then click the Section Data Permissions option.
  4. Choose the variables of your preference and then click on Save.

Note: The option to encrypt the subsections will give extra protection to the information entered in the created field.

8. Which users have access to the customization section?

Only administrative user has access to this section located in the Administrative Module, however, once the sections have been created, all users within the agency will be able to see the new categories and fields created, within the Client Profile.

9. How to add fields to a custom section in the client profile of the standard type?

  1. When entering the standard form, the first thing to do is add the name of the subsection.
  2. Click on the + symbol, you must define if the field will be Text or Date.
  3. Add the name of the field and then click on the three points  (...) button to edit the information.
  4. You can select certain variables to determine the configuration of the created field.
  5. When finished, click on Save.

10. How to change the order of the custom fields in the standard form type?

Locate the symbol with the arrows and drag and drop the fields according to your taste, at the end click on preview. When you are satisfied with the order of the information, click on Save Section.

11. How to edit the customizations sections of the client profile?

  1. Enter the Administrative Module. Then, in the agency configuration section select Personalization.
  2. Click on the option Clients Profile and choose the section you want to edit.
  3. Locate the button to the right of the section and then click the Edit section option.
  4. Make the changes within the section. Once finished, click on Save section.

12. How many columns can be added in a custom section of the data table type?

In the data table type section, you can add up to 5 columns to enter the information.

13. How to change the order of the customization sections of the client profile?

Click on the Reorder sections button, drag and drop the created sections. Once ordered, click on Reorder. You can see the new categories from the profile of each client, arranged according to the selected order.

14. Where can I visualize the new custom sections?

The new sections can be seen in the main menu of the Client Profile and will appear below the predetermined categories for all the agencies.

15. When changing the language of the platform, the customized sections are translated automatically?

No, the sections that have been customized does not change automatically, they remain with the language in which they were created.

16. How to delete a section created within the customization function?

  1. Enter Customization and click on Clients Profile.
  2. Select the section to be deleted and click on the Remove sections from Module button.
  3. An alert window will appear with the name of the section where you must Confirm the indicated action by clicking on Yes, delete.

Note: The category will be removed from all profiles of the agency's clients, losing the information that the advisors may have added to it.

 

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