When you are looking to get as much information as possible over from your Agency Management System over to your new Agency Revolution or Firefly system sometimes you need to add fields. The main idea is if you have one place for a first name and last name on a policy where do you put their partner’s name. Another example is the addition of adding a Representative or Niche a contact falls under.
Having these extra fields can help you sort and target a specific amount of your customers or prospects and market or nurture them accordingly. So how do you go about adding or editing contact fields in you Agency Revolution or Firefly?
1. First thing first always make sure your agency management system can transfer over the information that you would like to have in your AR or FF. If you do not know how to check this information on your own I would suggest calling a customer service and finding out what you need to do to have the needed information transfer over quickly.
2. Log into the back end of you AR or FF. Here is a link to get you to the Engine Log in http://www.agencyrevolution.com/members/revolution-engine-login
3. You are now in the back end of your AR or FF engine. At this point I would make a note of what fields you would like to add to your contact information.
4. In the top right hand corner click the “Admin” button.
5. Under Commonly Used Tools click “Field Editor”.
6. Here you can add a new field or edit the order of the sections found under each contact.
7. Now one of the most important parts. Checking that the information transfers over correctly. If you have automatic transfers wait till the next morning and check your contacts. Now this can get messy so be patient and work through any hiccups.
If you are manually importing contacts adding the field in the CSV document should allow it to be placed correctly in your contacts information.
If you have any problems don’t hesitate to call me and ask questions. Too busy? Then call me today and I can to do it for you. 401-400-2467. This video should also help.
(If you are having problems hearing it turn up your volume really loud.)
Hope this helps you get more complete data stored in your AR or FF system.
Tell me what you need help with. Don’t wait till a training when you are just one of many with questions and don’t put a ticket in to just get shoveled off to a link. Get your personal answers here. Please don’t worry about how simple the question is remember if you have the question chances are someone else has the same question too.