Merge Contacts for AMS synced
In this article, you will learn: How to sync Insuredmine contact with AMS contact? How to merge the contacts with AMS? How to do merge
InsuredMine is SOC 2
Type II Certified
Account and Contact Management
Information about Account and Contact Management
Nickname for Contacts
Go to the Contact. Navigate to add icon on the extreme top right. Click on add contact . While adding contact a new field of nickname is provided. Fill all the fields
Primary Contacts, Relationships & Policy Handling
In this article, you will learn: Primary and Secondary Contacts in an Account Syncing process of primary and secondary contacts from InsuredMine portal (for AMS360
Tag in Contacts
In this article, you will learn: Creating a tag: Viewing contacts for specific tags Updating tags for existing contacts Creating a tag: 1. Click on
X-Date functionalities throughout the portal
In this article, you will learn: How to add an X-date from the Contact section? How to add an X-date from the Contact section? How
“Merging not required” – in duplicates and merge contact section
You can select and remove the contacts for which merging is not required. Â To view the enhancement: Navigate to Contacts Click on the three-dots
Accounts and contacts new architecture
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Add columns in Contacts
In Contacts, you can add and adjust the position of the columns as per your choice and requirement. There are total 44 columns. To access
Bulk contact upload in Contacts
/*! elementor – v3.23.0 – 10-07-2024 */ .elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} In this article, you will learn: Custom fields in CSV Upload
Contact & Account Architecture
In this article, you will learn: UseCase #1 UseCase #2 UseCase #3 New Contact & Accounts architecture Adding a contact Adding a contact from add
Contact 360
In this article, you will learn: Tags Bulk Data Upload Additional Features Shareable tags: Steps to share tags Send document via email form contact-360 Future
Contact details are displayed on the task detail page
Update – Tasks will now display contact information linked to any taskUse case – Easier to view and communicate with the contact. Process   Navigate
