General

access level all users (full access), except data processor (view only) module leads lead card the general tab serves as the primary information hub for each customer in januscrm this workspace allows you to access, edit, and verify essential customer details, including business information, address, and contact data ⚠️ warning all changes made in this section are automatically saved to the system basic information the basic information section contains core business details about the customer you can modify this information using two methods ⚠️ warning fields marked with a red asterisk ( ) are required and must be completed data entry methods manual entry fields – select inside the field and type information directly business name years in business description of operations dropdown selection fields – select the grey dropdown arrow to choose from predefined options status carrier service tier ℹ️ note the carrier, service tier , and language fields trigger branded notifications based on the customer's preferred language (english or spanish) the status field reflects the customer's current stage in the program, such as new lead, sold, or bound bound customers are actively running payroll services with us marketing information the marketing information section works similarly to the basic information section and primarily uses dropdown selections key fields source – identifies where the lead originated or was referred from temperature – indicates if the customer is actively looking to purchase a policy follow up source – displays the lead management team member following up with the customer referred by – (usually empty) represents partners who referred leads to ocmi assigned broker – the main point of contact responsible for the customer's needs assigned payroll advisor – the advisor responsible for managing the customer's payroll and service requests external broker – (usually empty) used if an external broker is involved enrollment specialist – represents the advisor who managed the customer's onboarding industry – defines the industry category for the customer's business program type – identifies if the customer is under a peo (compeo, peopaygo) or aso (coguardhr) program ℹ️ note the dropdown now excludes archived marketing sources to prevent selection of outdated or inactive options only current, active sources are displayed address the address section allows both manual entry and dropdown selection methods for inputting customer location information ℹ️ note the system does not auto fill city/state fields when users enter a zip code forms will rely only on user input for address fields address verification status the system automatically verifies the address and provides one of these status indicators ✅ success address confirmed – the address is verified and correct ⚠️ warning address not verified – the system could not confirm the address ❌ error incorrect zip code, city, or state – there is an error in the address fields that needs correction contact information the contact information section allows you to manage multiple contacts for each customer record each contact can have their own phone number and email address adding new contacts select create contact to open the contact form fill in the required fields select save to store the contact information warning you can’t delete a main contact without choosing a new one first it prevents issues during enrollment steps contact management options star icon – set a contact as the primary contact (used mainly for onboarding and form communications) is payroll contact toggle – when turned on, this contact will receive all payroll related notifications these notifications can be both system automated and manually triggered by users, such as payroll finalized emails a client can now only have one assigned payroll contact the system will prevent you from removing the last one and will guide you with messages left of star icon – allows you to sync or import the customer's contact card in dialpad (phone system) and front (email system) ℹ️ note contact name and title fields now save only after clicking outside the input field this gives users more flexibility when editing and prevents accidental saves while typing troubleshooting & escalation common issues changes not saving symptoms information reverts after saving possible causes required fields missing (red asterisk) session timeout validation errors not visible permission restrictions resolution steps check all required fields completed look for error messages at top copy changes before saving refresh and try again address verification failing symptoms address shows "not verified" warning possible causes incorrect zip code format city/state mismatch new development address po box entered resolution steps verify zip code matches city/state try variations of street name remove unit/suite and reverify use usps address lookup tool cannot add new contact symptoms create contact button not working possible causes maximum contacts reached required fields in form empty duplicate email/phone browser blocking pop up resolution steps check for contact limit (usually 10) ensure all fields completed verify unique email/phone allow pop ups for januscrm is payroll contact toggle not working symptoms toggle won't stay on or notifications not sending possible causes no email address for contact another contact already designated system sync delay invalid email format resolution steps verify email address present check if another contact has toggle on save and refresh page test with valid email format when to retry vs escalate retry these actions 🔄 save attempts after validation 🔄 address verification 🔄 contact toggle changes 🔄 browser refresh escalate immediately for 🚨 all changes being lost 🚨 cannot modify any fields 🚨 system showing wrong customer 🚨 data corruption warnings escalation process level 1 team lead/manager permission issues field validation questions business rule clarifications contact limit increases level 2 it help desk save functionality broken system validation errors address api issues database problems how to submit an it help desk ticket 📌 tip see how to submit a support ticket for detailed instructions quick reference navigate to help in the navigation bar select it help desk include customer name, fields affected, error messages screenshot the general tab note specific changes attempted next steps after managing customer information in the general tab sales tab create quotes and track sales activity enrollment tab begin onboarding process surrounding features learn about additional lead card features 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels