The Swivel Summary appears at the top of a client’s record and highlights the most important data points about that client. But every agency is different — and that’s where custom fields come in.
Examples of Useful Custom Fields
Here are a few ideas to help you get started:
Bonus % - bonus percentage received when opening the product
Add to Date - time client can add additional funds and still receive a bonus
Maturity Date - the date when an annuity's accumulation phase ends and the payout phase begins
Policy Renewal Date
RMD
Managing and Updating Custom Fields for the Swivel Summary
You can select any of your Product custom fields (e.g. custom fields on the Product Line, Product Type,Product, and/or All Products) to display on the Swivel Summary by click Show on Product Summary from the Edit Custom Fields.
🔍 Tip: To Learn more about Custom Fields, visit our Custom Fields Collection.
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