Here is a detailed list of what information syncs over from AMS360 to AgencyZoom and shows in the My Customers tab.
Important:
Type must = Customer. Otherwise, we do not sync it over into My Customers in AgencyZoom.
We sync both Active and Inactive Customers. The default filter of My Customers is set to show you Active Customers.
If Firm Name is used, we will show that as the Customer Name and use the First and Last Name as the contact.
Green Box = We sync this data over
Orange Box = We will sync this data over in the short future
Customer Overview
Policy Data:
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