NextAgency: Adding Custom Fields

In NextAgency, you can add custom fields for Cases, Benefits, Contacts, Commissions, sub-agents, Tasks/Tickets, and Notes. To add a custom field, follow these steps:

1. In the upper-right corner of any NextAgency page, click your profile icon and choose Settings.
2. On the Settings page that opens, go to the Configuration Settings tab.
3. Go to the Custom Fields sub-tab on the left.
   
   

On the Custom Fields page, you can see a list of all custom fields that have been created in NextAgency, with their numbers, labels, and field types. You can also see the other tabs like Benefit, Contact, Commission, Sub Agent, Task/Ticket, and Notes.

To add a new custom field on any tab, follow these steps:

1. In the upper-right corner of the page, click Add Custom Field.
2. In the Add Custom Field wizard that opens, enter the name of the field label, i.e. the name of the field that will be shown in the user interface, and then click Next.

3. Select the format of the custom field and click Next.

4. Assignment Options:

For case custom fields, use the drop-down menus to select the relevant Market Segment(s) and Product Type(s). If none are selected, the custom field will automatically apply to all Market Segments. The custom fields will appear on the case record summary page based on the selected Market Segment(s) and the Product Type(s) associated with the case record. Once you've made your selections, click 'Save. '

Viewing the Custom Fields

You can find the custom fields on the Summary page in the Custom Fields section. Click the gear icon to select or deselect the custom fields you want to view. Click Select All to view all the custom fields.

 



Filtering the Cases by Custom Fields

You can also use custom fields in quick filters to populate results in your CRM based on a certain custom field. To do it, follow these steps:

1. In the upper-right corner of the home page, expand the Quick Filters pane.
2. Expand the Custom pane.
3. Specify the data in the custom field(s) to filter the results.
4. As a result, the list will show only the cases that have the data which you have specified in the custom field(s).