Information about Communication and Notes
Release Date: 19 March 2026 New Edit and Archive options have been introduced for text messages in the Communication section of the Contact module. This
Release Date:- November 24th 2025Â We have introduced a new enhancement to the Account/Contact 360 View and Deal Card. You can now view an AI-generated
A new enhancement has been introduced in the Contact 360 view, enabling agents to request Net Promoter Score (NPS) and Google Reviews feedback directly from
With Insuredmine, you have the flexibility not only to set up email schedules within pipelines, contacts, and accounts but also to view, modify the scheduled
Within account, contact or pipelines modules, discover the convenience of resending texts to particular phone numbers, streamlining your communication processes with ease. Navigate to any
Release Date: November 30, 2023 Overview We have introduced a new “All” option within the Communication section of both Account360 and Contact360. This enhancement provides
With these updates, you can now conveniently access the NPS (Net Promoter Score) of your clients directly from the communication tab within the Contact360 page.
 Overview We have introduced a new enhancement that allows users to add emoji reactions to notes within Pipelines, Contact360, and Account360. This feature enables
You can now edit notes from Account 360, Contact 360 and Deal Cards. Â To view the enhancement: Navigate to Notes section under each section-
In this article, you will learn: How does add Notes action work inside a deal card? Tags to hyperlink data in notes How does add
If the agent is having a call with a client through their personal phone or any other medium, they can save the notes based on
Add Note and Activity in Contacts To add a note or an activity for a client, follow the steps below. Select the client record to
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