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Contact
All client information
Screen-pop for incoming calls
Whenever you will have an incoming call, you will have a screen pop for the call. In case there are multiple contacts saved with the
Saved files uploaded in notes available under Files
If you save a file in the notes section under the deal card, the file attached will also be available to view under the File
Resize the table column size
This feature has been implemented throughout the portal. You can increase or decrease the size of the column in the table. Simply drag the corner
Link in Notes Timeline
Now you can add the Notes by Mentioned Links as given below: 1. Now you can mention “@” and add the agent’s name. The particular
“Merging not required” – in duplicates and merge contact section
You can select and remove the contacts for which merging is not required. To view the enhancement: Navigate to Contacts Click on the three-dots
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
Customer Age
While adding or editing a contact, if you mention the date of birth of the contact, it will reflect the contact’s age. This is
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
Search Notes
The search tab is provided in the Events section under Contact 360, Account 360, and Deal Cards. To view the enhancement: Navigate to Contacts
Missing Details filter in Contacts and Widget in Dashboard
You can sort your contacts based on the Missing Details filter. You can filter your contacts based on any of the four missing items: email,
