Business Origin and Acquisition Fields

Note: This update represents only a portion of the AMS360 24R1 release. Please navigate to AMS360 2024 R1 Release Notes to review other enhancements and fixes that were part of this release.

This feature now includes a section that reflects the Business with Agency fields, which were previously accessible to a limited number of users. The Customer Overview page now shows the Business with Agency title with its corresponding fields: Acquisition, Business Origin, and Customer Added Date.

• After logging into AMS, go to Customer Center, search for your customer, and click on their name.

• Click on Customer Overview; you will see the new section titled "Business with Agency."