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#71
Helpline / Re: AS News
Last post by Tom Fisher - October 07, 2022, 02:45:30 PMHoping to...especially since, well, Vegas... I don't think I've been since '15 or so. Might make it as a vendor, but even if that doesn't pan out, hope to make it in general.
#72
Helpline / Re: AS News
Last post by Mark - October 07, 2022, 09:46:02 AMTom - you going to be in Vegas next year?
#73
Helpline / Re: AS News
Last post by Tom Fisher - October 04, 2022, 11:49:36 AMWell I'll be..... thanks Mark.
#74
Helpline / Re: AS News
Last post by Mark - October 04, 2022, 10:44:55 AMYes. Log into Applied Community and click the self service tile, then iDP.
#76
Helpline / Re: AS News
Last post by Mark - October 03, 2022, 05:34:54 PMYep. Been using MFA for maybe two months now. Using Azure.
#77
Helpline / AS News
Last post by Tom Fisher - October 03, 2022, 04:58:11 PMThe news out of the conference looks interesting for those of us that can't be there. Especially re SSO/MFA
https://finance.yahoo.com/news/applied-delivers-digital-agency-innovation-153000742.html
https://finance.yahoo.com/news/applied-delivers-digital-agency-innovation-153000742.html
#78
Helpline / Activities Questions
Last post by Jeff Zylstra - October 03, 2022, 12:27:46 PMI have a couple questions regarding Activities in TAM 2021...
There used to be a way to "chain" activities together so that once one activity was closed, it would automatically start a new activity, and this procedure was "repeatable" so you had cascading, never ending activities. I called Applied and they said this was a "bug" in the program and that it has since been fixed and it doesn't work anymore. I'm also wondering if this is part of the marketing plan module. Does anyone remember/know anything about this?
I also seem to remember that you could enter variables in activities like &EFF& and have the effective date automatically pop in. Anyone know anything about this? TAM knowledge is becoming harder and harder to come by. Thanks in advance.
There used to be a way to "chain" activities together so that once one activity was closed, it would automatically start a new activity, and this procedure was "repeatable" so you had cascading, never ending activities. I called Applied and they said this was a "bug" in the program and that it has since been fixed and it doesn't work anymore. I'm also wondering if this is part of the marketing plan module. Does anyone remember/know anything about this?
I also seem to remember that you could enter variables in activities like &EFF& and have the effective date automatically pop in. Anyone know anything about this? TAM knowledge is becoming harder and harder to come by. Thanks in advance.
#79
Helpline / Re: Whole Life Policies in Epi...
Last post by Mark - September 22, 2022, 11:01:21 AMQuote from: Alice Mooney on September 22, 2022, 10:54:48 AM
... someone else is worrying about it and now I don't have to.
I think I am in the same boat!
#80
Helpline / Re: Whole Life Policies in Epi...
Last post by Alice Mooney - September 22, 2022, 10:54:48 AMHi Mark
There is a solution for term life.
We use an SDK for our agents to export to Epic from our membership system to create clients/add sold policies or to add new policies to current clients. What we have is the ability to have the agents select the policy term in months. So for a 30 year term policy, they would type in 360 in the field and when the policy hit Epic, it will have the correct expiration date.
I don't know what they will do about whole life policies. Apparently someone else is worrying about it and now I don't have to. Wish I knew that before I posted here.
There is a solution for term life.
We use an SDK for our agents to export to Epic from our membership system to create clients/add sold policies or to add new policies to current clients. What we have is the ability to have the agents select the policy term in months. So for a 30 year term policy, they would type in 360 in the field and when the policy hit Epic, it will have the correct expiration date.
I don't know what they will do about whole life policies. Apparently someone else is worrying about it and now I don't have to. Wish I knew that before I posted here.