Here is a detailed list of what information syncs over from AMS360 to AgencyZoom and shows in the My Customers tab.
- 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
Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm EST, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)