Are you the Management System Admin, looking to customize your Management System to suit your agency's needs? This article will show you the different settings to help you customize features for Lines of Business, Agency Workspaces, and Certificates which will set your agency up for success.


TABLE OF CONTENTS



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Activity Settings


Users often add notes to Customer Accounts for documentation purposes. The Agency Workspace has an option to Add Labels to your notes and tasks for sorting, searching, and reporting purposes. If you have our Enhanced Agency Workspace, you will also be able to create Checklist Templates which can be added to tasks to make sure that all tasks are completed in the same way. 




Labels


1. To add labels, hover over the Settings icon.

2. Click Activity Settings.



3. Under the Label Management tab, click the Create Label button.


As you can see, we (EZLynx) have created some for you already to help get you started! You can tell which is our and which is yours by the Shared & Remove columns. The ones we create by default cannot be shared or removed, but yours can.



4. Then, type in the name of label and click the Create button. 



5. Under the Shared column you can check mark the box if you want to share the label with your sub-agencies if applicable. 

6. Under the Remove column, you can click the X to delete the label. 



Checklists


1. Hover over the Settings icon and select Activity Settings. 



 


2. Select the Checklist Management Tab and select the New Checklist button.



3. On the New Checklist Template page, give the Checklist a title and add the Checklist items by typing in the items that need to be completed. To add extra items, select Add item. To remove an item from the list, select the x next to the respective item. 


4. Once the checklist is made, Enable the Checklist and share it out to your agency. Once enabled and shared, select the Save button to make the checklist available for your agency to use. To learn how to add a Checklist to a task, check out our Agency Workspace - Notes, Tasks, & Task Reminders training article! 


Manage Lines of Business


The Lines of Business drop-down when making a manual policy defaults to all possible lines of business which is quite a long list. You can customize this list to only include the lines of business your agency writes so the list is shorter. 


1. To customize the lines of business options, however over the Settings icon. 

2. Click Manage Lines of Business.



3. To hide a line of business from the drop-down, under the Actions column click Hide. The Edit option allows you to assign a Department to the lines of business. See our Agency Workspace - Manage Departments to learn more about Departments!


Certificate Settings


Before creating Certificates, it is a good idea to create your agency's Certificate Holder master list. This list should contain all the common Certificate Holders you work with so that you can quickly add them when creating a Certificate Master. It's also a good idea to add Master Remarks for the same reason! 


Certificate Holders

1. To add to the Certificate Holder list, hover over the Settings icon.

2. Click Certificate Settings. 




3. Under the Holders tab, click the Add Certificate Holder button.



4. Input the Certificate Holder's information and then click the Save button. Repeat until your Certificate Holder master list is complete! 



Master Remarks

1. To add a Master Remark, click the Remarks tab.

2. Then, click the Add Remark button. 



3. Input the Title of the Remark so you can find it easily.

4. Then input the Master Remarks and click the Save button. Repeat this process until all your Master Remarks are added!