Activity Data Synchronization is a way to push Account Activity data from Agency Revolution to your AMS/BMS. With this tool you entire team can be aware of what's going on with an account from inside their Management System.
In this article you will learn
- Systems Supported
- Events Available
- Turning on Activity Data Synchronization
- Toggling On or Off Individual Events
- Benefits of Synchronization
- AMS 360 Specific information
- QQ Catalyst
- AMS 360
In the future we will add support for Hawksoft, Powerbroker and possibly Xanatek. There is no known way to support report based systems at this time.
Our goal is to make every possible event available. We'll then choose a safe set of default events. And it's up to you to turn off or on different events.
In the future
Turning on Activity Data Synchronization
This is a List specific setting. Navigate to the List's Accounts page. Click the hamburger menu on the right and choose Activity Data Sync.
To turn on or off all Activity Data Synchronization by selecting the top toggle on this page.
Toggling on or Off Individual Events
Next to the event name hit the toggle to switch its state. This will only have an effect on what events will be logged to your Management System in the future and will have no effect on past state.
Benefits of Synchronization
Activity data synchronization improves your team's client communications. Know exactly what messages were sent when. And have one click access to the full details in our system.
Gives you better E&O protection by logging this data inside your Management System. A well trained staff can then communicate appropriately to their clients.
AMS 360 Specific Information
This is what the synchronization information looks like in AMS 360.
To make sure we can write data to the AMS 360 Activity Log, please make sure the permission highlighted below in teal is checked off.
The "Activity" check box in AMS360 can be found under the following menus:
- Web Service API