AgencyFuse enables the effortless creation of a bi-directional data flow between AMS and CRM, providing instant access to comprehensive customer and policy information without leaving your CRM.

By consolidating data from multiple sources, AgencyFuse enables businesses to build powerful, real-time dashboards. These dashboards offer actionable insights, allowing teams to make informed decisions quickly and confidently.

The Synatic Correct solution enables data extraction into Synatic buffers, transformation, modification, and correction of relevant data in bulk, and updates the source system. This will be shown in reports, which help assess the data.

The Correct solution requires a system to work. For more information on how to add a system, follow the link below:

Adding a System

Click on the Correct solution in the menu tab to access the system.

Click on the +New Report to load a report.

Once reports are created, there will be options to filter them.

Report # – Filter according to the report number.

Status – Filter according to a status.

Created By – Filter according to who created the report.

Checks Completed – Filter by the completed checks.

Upload Date From – Filter according to a specified ‘From’ upload date.

Upload Date To – Filter according to a specified ‘To’ upload date.

Reset Filters – Reset all the filters

Refresh – Refresh the filters.

There are options to View Reports, which show a detailed report, or download, to download the full report. This section will show the View option.

The report will show the System Health Overview, Records by Resource, and a section showing each resource.

The Green shows a "Healthy" state, and the Orange shows a "Needs Attention" state; this means there are some invalid fields in the records.

Click on a desired graph to see details. Only one can be viewed at a time. The example below uses the Email Valid resource graph from the Contacts Resource.

A detailed report showing email validity will be displayed.

There are different sections with details. Six of these are described as numbered in the image below.

1 - Show Only Invalid Records Checkbox: Filter only to show the invalid records.

2 - Email Address Message: The message and reason for the invalid status.

3 - Email Address Suggested Value: The suggested email address to fix the invalid.

4 - Export CSV: Export a CSV of the report to your computer.

5 - Download Report: Download the full report.

6 - Search: Search for a specific record.