In this video, we describe how you can select your default homepage, and case record tab (default landing page when accessing individual or group cases).
In this video, you'll see just how easy it is to set up and manage your NextAgency dashboard. Customize your dashboard view by selecting which tiles to display. The dashboard is the looking glass into your agency.
A tour on how to manage (create, edit, delete) benefits within your agency portal.
A tour on how to manage (create, edit, delete) case custom fields within your agency portal.
In this video, you'll see just how easy it is to manage contacts inside of NextAgency with the recently deployed Contacts Centralization module.
In this video, we show how to link your agency's email, calendars, and contacts to NextAgency. Once linked you will be able to send and view these items on your desktop (using, for example, Outlook or Gmail) or within NextAgency.
In this video, we show how to link your agency's email, calendars, and contacts to NextAgency. Once linked you will be able to send and view these items on your desktop (using, for example, Outlook or Gmail) or within NextAgency.
A tour on how to manage (create, edit, delete) reports within your agency portal.
In this video, you'll be able to see how NextAgency helps you track and find a log of all events that occur within a specific case or for the entire agency. Activity log history gives you a pulse on what's going on. It helps answer: "Who, from my agency, is doing what with such and such client?"
In this video, you'll see just how easy it is to set and manage your General Agents.