We have introduced a new enhancement in the Add Note feature — a Note Summary option in the 360 View of Accounts, Contacts, and Deal Cards — allowing you to quickly capture and summarize important notes.

Use Case: Helps you quickly capture and organize all notes into concise summaries for easy reference, share key insights with your team, improve collaboration, and speed up decision-making.

To View the Enhancement of Account 360:

• Navigate to the Account
• Click view profile of your preferred Accounts Name

• You will be redirected to Account 360 page
• On the account 360, click Notes.

Click on Add Note to add New Note

• Add Note also you can Drag and drop your files and get a summary on the basis of that added file and notes.
• Click on the Save Icon.

Click Summarize Notes to generate a summary of all your added notes.

Generate a summary of all notes in one click.

You can re-summarize your notes anytime by clicking on the icon, as shown below.

You also have the option to select a Time Range for Notes summarization

To View the Enhancement of Contacts 360:

• Navigate to the Contacts
• Click view profile of your preferred Contacts Name

• You will be redirected to Contact 360 page 
• Click Notes.

Click Summarize Notes to generate a summary of all your added notes.

Generate a summary of all notes in just one click.

You can re-summarize your notes anytime by clicking on the, icon as shown below

You also have the option to select a Time Range for Notes summarization

To View the Enhancement of Deal Card360:

• Navigate to the Pipeline
• Click  Deal Cards

• You will be redirected to this page
• On the deal card page, click Notes

Click Summarize Notes to generate a summary of all your added notes.

Generate a summary of all notes in one click.

You can re-summarize your notes anytime by clicking on the icon,as shown below

You also have the option to select a Time Range for Notes summarization

The post Notes Summary in Account360,Contact360,and Deal Cards appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use Case – Ease of viewing signed files sent for Contact, Account, and Deal Card in Contact 360 and Account 360.

Process –

• Navigate to the Contacts Module. Click on a contact to go to Contact 360.
• Go to the Files section. Click on the Add file button to add a file. 

• Click on the three dots to send the document for eSignature. Select Send for eSignature. 

• Once the document is signed, the status of the eSignature document will be updated after refreshing the tab in the eSignature module.

• You may view the signed documents in the Files and eSignature section in Contact 360.

Note – The original document and the signed document are visible under the Files section.

Note- You can view files sent for eSignature in the Deal Card and Accounts module. The signed file sent for eSignature in a deal card will be visible under the Contact 360.

The post Add the signed document to the files section. appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

• Give the folder name 

• Click on save

• In the file section, folders will be at the top of the list. Files will be below.

 

• You can rename, move or delete the folder by clicking on 3 dots beside the folder name.

• To rename the folder, click on  rename

• Type in the name 

• Click on update

• To move the folder, click move, and select the folder from the list

• Click on move here

• To delete the folder, click on delete and confirm your action.

• You can move the files too. Select the file, click on the 3 dots and click on move. 

• Select the drive/ folder, where you want to move the file

• Click on move here.

• Once done, you will get a message saying:

The post Organize Files into Folders in Contact360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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 contact, policy, or account if we choose this option.

 

Benefit: Assigning notes for a specific contact and policy is simple. 

 

Navigation – 

 

For Accounts 

Navigate to the account module. Select the account to go to account 360.

 

• Go to the notes section and select Add Note.

 

 

• Select policy by clicking the arrow button, and select a contact from the drop-down.

• Click on Save.

For Contact

• Navigate to the contact module. Click on a contact to go to Contact 360.

• Go to the notes section and click on add note.

• Select a policy by clicking the drop-down.

• Click on Save.

 

 

For policies

• Navigate to the policy module, click on a policy to go to an extended view

• Go to the notes section and click on add note.

• Select contacts by clicking on the drop-down.

• Click on Save.

• Adding notes from Account 360 and selecting a contact or policy will map the same note to that contact or policy. Similarly to this, notes added to policies will also be added to contacts, and contacts’ module notes will reflect the selected policy.

 

• If we edit the note from the Contact, the changes will also be reflected in the mapped policy and account notes. Similarly, for notes in the account and Policies modules too.

 

• We also have a delete option that, if used, will also remove any notes that have been mapped to contacts and policies.

The post Attach note added to Account to policy and contact. appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

In Files

The post Saved files uploaded in notes available under Files appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.