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Accounts
All information about a client with policy.
Duplicate data for Contact 360, Account360, and Pipeline Deal Card
You will now have the duplicate data details based on either email or the contact number of any contact. This feature will be available in
HawkSoft new data point mapping in policy, accounts, and contacts
In Account and Contacts, some new data points that are mapped from HawkSoft to Insuredmine are HS ID, CSRs, Producers, and Branch ID. In the
Open in HawkSoft link
Now you can easily switch to the contact page in Hawksoft from InsuredMine accounts and contact 360 by clicking on the Open in HawkSoft link.
Adding Links in Contact360, Account360, Deal Card
You can now add links in deal card, account360, and contact360 under the description section of each actionable module. In the deal card section, links
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:
Custom Fields for Accounts
Admin can add, edit or delete the custom data fields in Accounts. To view the enhancement: Navigate to Accounts Click three-dots icon Select Custom Fields
Intake Forms in Account 360
Intake forms will now be visible in the Account 360 section along with the Contact 360 section of the contact. Any intake form that has
Communications in Account360 (email, text)
The communication tab has been added to Account 360. Here, all the communications performed via email and text message will be visible here. Note: If
Form Tag Responses in Account 360 & Contact 360
Now you will get the Form Tag Responses both in Contact 360 and Account 360 section of the contact. To view the enhancement: Navigate
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
Edit Notes in Account360, Contact360, and Deal Card
You can now edit notes from Account 360, Contact 360 and Deal Cards. To view the enhancement: Navigate to Notes section under each section-
Add Files and Notes in Account 360
Add Files and Notes in Account 360 You can now add notes and files from the account 360 section. Note: This feature is now available
