Settings

Agency preferences, branding, and field mapping for the embedded contact view.

AgencyBloc

Per-location API credentials (SID + Key). J View encrypts them at rest and uses them to mass-sync individuals and policies from AgencyBloc into GHL. Paste, save, and run the sync from Integrations → AgencyBloc sync.

Location id

Company id (optional)

Consent templates

Pick the GHL Contracts & Proposals templates J View uses when an agent clicks Consent on a contact. Templates live in GHL — copy compliant text from docs/consent-templates.md into Contracts & Proposals once, then pick them here per location.

Location id

Company id (optional)

Field mapping

Tell the embed which Go High Level custom field powers each P&C / Health slot. Auto-detection runs first; mappings here override it.