All information about Contacts and Communication
Description – Introducing a NAICS code creation and editing tool using artificial intelligence for commercial accounts created in the account module. Benefit – Create and
Update – Tag agents through @mentions while adding comments to a note. This enhancement is currently available only for Hawksoft and Applied Epic agencies. Use
In this article, you will learn: Primary and Secondary Contacts in an Account Syncing process of primary and secondary contacts from InsuredMine portal (for AMS360
You can now add links in deal card, account360, and contact360 under the description section of each actionable module. Â In the deal card section,
Description: The new feature has been introduced where now we can see the archived list for contact, account and policy. Navigation:Â Navigate to contacts module
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