Pinned Notes in Contacts and Accounts
You can now pin and unpin your notes in the contact 360 and the account 360 section. Once you pin the notes, they will appear
InsuredMine is SOC 2
Type II Certified
Account Management
All information about Account Management
Accounts
In this article, you will learn: How to view all accounts? How to customize the table view of the accounts page? Account Status KPI Display
Accounts 360
Accounts: Client Profile 360 is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities,
Archive Accounts
Release Date: 12 October, 2022 Overview We have introduced an enhancement in the Accounts module that allows users to archive accounts directly from the Accounts
Custom Fields for Accounts
Release Date: 5 December , 2022 Admin can add, edit or delete the custom data fields in Accounts. Overview We have introduced an enhancement in
Intake Forms in Account 360
Release Date: 13 November, 2022 Overview We have introduced an enhancement that makes Intake Forms accessible from both Contact360 and Account360. When an intake form
Rating in Accounts with filter
Ratings have now been introduced in Accounts. You can also sort your account based on the rating filter. To add the Ratings to the accounts:
Save and Schedule Account Reports
Description – Create and schedule account reports to run and download at any point in time. Use Case – Save and schedule customized reports on
Unsubscribe in Accounts
You can now select the options for “Do not contact” even while adding an account. To view the enhancement: Navigate to Accounts Click on the
