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If you do not have any groups created, your only choice will be “Import to Contacts List.” Use the drop-down menu on the right to select the import location.Decide if you want to import these contacts straight into your main contact list or if you want to import them into a particular group.Bridge will not import any contacts without these required fields. You must designate at least the following required information: First name, last name, and phone number.Then select Last Name, Phone Number, etc. Select “First Name” for the header of the column containing the first names of your contacts. Click on each one and select the appropriate title for each column of your data. Note the empty dropdown fields at the top of each column. You will see a preview of some of the information from your spreadsheet in the Bridge window.From the Add Contact window (Import Contacts screen), click Import Spreadsheet File.(Also make sure you know the name of the spreadsheet file and where it is saved on your computer.) across the top, you need to add titles before importing the data. If your spreadsheet doesn’t say “First name, last name, phone number,” etc. In other words, the very first row of the spreadsheet must be the titles for each column. Make sure that the spreadsheet you want to import has column headers.**Decide first if you want to import these into a contact group! You will not be able to share these contacts with others in your agency if they are not in a contact group. This opens the Add Contact window.Ĭlick the Import Contact button in the bottom left corner. One easy way to import contacts is to click on the plus sign above the contact list. You can import contacts into Bridge from a spreadsheet, from a csv file, or straight from your Google contacts list. You will not be able to share these contacts with others in your agency if they are not in a contact group. Click on an individual screenshot to view largerįirst decide if you want to import these into a contact group.Click on a date to see their activity (screenshots) for that date.Click on an individual Team Member to view their activity.

Now that your team is set up and they each have the Bridge Desktop software installed, you can view screenshots of their activity taken according to the intervals you specified.

The instructions to install Bridge Desktop are under Getting Started on this page. Once the Team settings are configured, your Team Members will need to download and install the “Bridge Desktop” application.

Optionally, set a pay rate that can be used for payroll.

Setting shorter times are not recommended and will slow your system down.) (Tip: 300 seconds = 5 minutes 600 seconds = 10 minutes.

Enable screenshots and determine how often they should be recorded.

From the Bridge dashboard, double click Activity Monitor.

To use Activity Monitor you’ll need to set up a team, add and configure team members and have each member set up their computer. Below is the minimum bandwidth required to make calls from a Bridge account, as well as recommended speeds for optimal performance.Īctivity Monitor can help you better understand what your team is working on even if they are working remotely. Minimum and Recommended Bandwidth for VoIP Service:īandwidth required depends on the number of concurrent calls.

Android: Android OS 4.4 and up (Android O supported).iOS: iOS 8.0 or later (iOS 11, iPhone X supported).Screen resolution 1,024 x 768 or higher.Minimum Intel i5 processor (or equivalent).If you find areas where data is being wiped out, it’s helpful to share that information with us so we can determine whether there is anything we can change that would improve your download experience.These are the minimum system requirements and supported platforms for Bridge service. Fields that we do not populate in our download should not be wiped out in this process.īest practice would be to review the download for a few of your policies so you can see what impact it may have on your existing system. It is possible that the download would wipe out data if your agency is repurposing fields on the screens within your AMS. That download will include much of the data that would be displayed on the Declaration page and coverage decs, so by design it will overwrite what is stored in those fields within the AMS with the data provided in the download.

Regardless of the business transaction occurring (new business, policy change, etc.,) a full download version of the policy is provided when each transaction occurs.

The intent of policy data download is to update your agency management system (AMS) with a current version of the policy every time that policy materially changes.

QQ CATALYST AGENT LOGIN SOFTWARE

QQ CATALYST AGENT LOGIN INSTALL

QQ CATALYST AGENT LOGIN ANDROID

QQ CATALYST AGENT LOGIN FULL

QQ CATALYST AGENT LOGIN UPDATE

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