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Articles in this section

  • NextAgency - General Agents
  • Contacts 2.0 - Changing the Way Contacts Are Managed Within NextAgency
  • NextBroker Home Page Basics
  • Managing Case Custom Fields
  • Managing Benefits
  • Managing Reports

Managing Case Custom Fields

Hussain Ali
  • March 17, 2019 15:17
  • Updated
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A tour on how to manage (create, edit, delete) case custom fields within your agency portal.

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Related articles

  • Managing Benefits
  • NextBroker Home Page Basics
  • Managing Benefit Fields
  • Case Record Overview (Groups and Individuals)
  • Managing Sales Statuses

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