Financial Services configuration

Owned by Fiona Wilson, created
Jul 06, 2022
3 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

This guide outlines the configuration options available to allow users to log Financial Services (FS) permission on an applicant

Before making changes to AgencyCloud configuration, the relevant guidance provided in this section should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify

System Configuration settings

Access System Configuration, Applicants tab:

  • Basic level configuration

    • Prompt for permission to refer to financial services: tick this box to enable
      Displays FS Permissions prompt on saving applicant record

    • Financial Services E-mail: enter the email address that is to receive the FS referral
      This email address is entered in the To line of the email generated when selecting Permission Given

  • Additional options

    • Prompt for financial services permission after position field
      Displays the FS Permissions prompt when accessing then exiting the applicant status screen

    • Ask whether financial services appointment has been made
      Adds an extra tick box to the FS Permissions prompt screen to log when an appointment has been booked and, until an appointment is booked, also displays a prompt when saving the applicant to ask if an appointment has been booked

    • Display financial services options on applicant screen
      Adds a Financial Services button to the applicant screen which allows the FS Permissions screen to be viewed/edited

Note that Enable custom financial services screen option is no longer in use

Setting up custom criteria for reporting

1. Access custom criteria setup screen

To allow reporting to be done on Financial Services Permission, need to add custom criteria to Power Reports

From Power Reports screen:

  • Click report type and select Custom criteria setup

2. Enter custom criteria

The following two custom criteria options can be added: FS Status and FS Not Booked

  • Click Add

  • Follow format shown right

  • Click Save