Information about Communication and Notes
Update – Agents with Hawksoft and Applied Epic integrations can now add comments to the existing notes and edit and delete them accordingly. Application –
In this article, you will learn: Notes Editor in Contacts Notes Editor in Pipelines Enhanced Mention in Text Editor The editor for notes gives you
Now you can forward emails from the deal card and contact360 section. This enhancement will help you have an easy communication process.  To view
Now in the log section under contact 360, you can get the details of the notes that are edited or deleted. To view the enhancement:
Now agents/CSR can add notes along with attachments in the deal card or Contact 360. To view the enhancement in Pipeline Navigate to Pipelines Click
Release Date: March 10, 2023 Overview We have introduced an enhancement that allows users to pin and unpin notes in Account360 and Contact360. Pinned notes
The search tab is provided in the Events section under Contact 360, Account 360, and Deal Cards. Â To view the enhancement: Navigate to Contacts
Directory comes with a feature where you can choose which mode of communication is preferred by the clients and then you can opt-out of all
Release Date: February 15, 2023 Overview We have introduced an enhancement to the Notes section that allows users to mention agents, policies, contacts, and accounts
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