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Contact
All client information
Contact Automation Handling in Forms.
Description: If tags are added to a newly created contact using a form, and those tags have any automation, the automation will be triggered for
Delete Forms from Contact and Account 360
Description: Forms from Contact360 and Account360 can be deleted. Benefit: Admin and agents can streamline their workflow and increase productivity by directly removing redundant forms
Attach note added to Account to policy and contact.
Description: When adding notes, we have the choice of adding a note to mapped contacts, policies, or accounts. The note will be connected to that
CSR filter in contact for HawkSoft
Description – The contacts’ filters now include the CSR filter. Benefit: Filter out contacts based on CSR assigned to create lists, campaigns, assign SCD, and
Add the signed document to the files section.
Description- You can view signed files for the Contact, Account, or Deal card under the Files and eSignature section for the Files sent for eSignature
Add Forms for Contacts
Description – Forms are now integrated with the Contacts module. Use Case- This feature enhancement helps you send the form straight from the contact tab.
Select and send multiple files for eSignature through card detail and 360
Update – Agents may now send multiple files in one go for eSignature. Use Case – A more efficient method for agents to share eSignature
Contact details are displayed on the task detail page
Update – Tasks will now display contact information linked to any task Use case – Easier to view and communicate with the contact. Process  Â
Populate only related information for Contacts, Accounts, Policies and Deal cards in Add Notes
Update – Mentions in the Add Note option will populate the account, and policy information will only be tagged to the selected contact. This change
Add, Edit, and Delete Comments to Notes for Hawksoft and Applied Epic
Update – Agents with Hawksoft and Applied Epic integrations can now add comments to the existing notes and edit and delete them accordingly. Application –
Contacts now have the option to include the Insured address in Contacts, Accounts, and Pipeline
Update – Added the option to include the Insured Address in a contact. Application – Ideal for clients with multiple properties. The insured address can
Add new contact through eSignature
Now you can add a new contact while sending a file to the concerned person for eSignature. To view the enhancement: Navigate to eSignature
