System Tags | Video (2:15)
- Ability to employ reportable custom tags on policies, claims and contacts
- For an efficient experience when entering contacts, BriteCore suggests contacts who exist in the Contacts module. This limits the creation of duplicate contacts. Currently for BriteQuote, suggestions are made only if the logged-in agent has previously entered the contact.
- A new database setting will expand this functionality by providing suggestions for contacts who are associated with an entire agency rather than just an agent. That is, a suggestion will occur if any agent within the agency has created the contact. In this way, a contact is shared agency-wide.
- If you would like this setting to be turned on for your site, please submit an OOPS! ticket requesting the allow-agents-to-view-agency-contacts settings change.