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Technical Tips

Adoption Program 2022 – We introduce you to: Memorized Reports

Posted on May 24, 2022 by Debbie Tatum

Welcome to our 2022 Adoption Program! Today we introduce you to: MEMORIZED REPORTS See your favorites reports in the dashboard one click ahead! As part of our ongoing efforts to enhance your experience using AgentMate, we are happy to announce… Continue Reading →

Adoption, Technical Tips, Webinar Adoption, Agency News

Adoption Program 2022 – We introduce you to: Pay Now!

Posted on May 17, 2022 by Debbie Tatum

Welcome to our 2022 Adoption Program! Today we introduce you to: PAY NOW! As part of our ongoing efforts to enhance your experience using AgentMate, we are happy to announce we are continuing our series of training sessions, where we… Continue Reading →

Adoption, Technical Tips, Webinar Adoption, Agency News

Memorized Reports: Store your favorite reports and see them in the Dashboard!

Posted on February 24, 2022 by Debbie Tatum

AgentMate gives customers the ability to store, schedule and send a wide variety of reports through the “Memorize” functionality.     Users can select the fields to be displayed in the reports, creating custom-made options that suits your operational needs.… Continue Reading →

Adoption, Technical Tips

Pay Now! Feature: Receiving payments from clients has never been so easy

Posted on February 9, 2022 by Debbie Tatum

Enabling the Pay Now! functionality in AgentMate permits any authorized users to insert a payment submission link on the invoice. This will be emailed to your client, letting them share their payment data with you. (*) You must follow three… Continue Reading →

Adoption, Technical Tips

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Recent Posts

  • AgentMate – Login Issues
  • Adoption Program 2022 – We introduce you to: Memorized Reports
  • Adoption Program 2022 – We introduce you to: Pay Now!
  • AgentMate Release April 26th, 2022
  • AgentMate Release March 29th, 2022

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