Use Case: Added two new fields such as insured full address and revenue field within the add account option in the accounts module.
To View the Enhancement:
Insured Full Address Field:
- This field is available for all personal and commercial accounts, allowing you to input a complete and detailed address for the insured entity. This ensures that address information is accurately captured and consistently available across all account types.
- Navigate to the Accounts Module.
- Then, click on the Add account option.
Revenue Field:
- While adding a commercial account, you’ll now have access to a dedicated Revenue field, allowing you to input and track the revenue amount associated with that account. This enhancement ensures you can easily capture key financial data for your commercial clients.
- A dedicated Revenue option where you can add the revenue amount related to the commercial account and view it accordingly.
- Click on the account name to navigate to its Account360 page, where you can view the revenue amount added for the commercial account.
