All information about Form Management and Settings
Release Date: June 15, 2026 Overview We have introduced a new enhancement to duplicate validation in Forms when the Do Not Create Duplicate setting is
We have updated the “Pipeline” filter in the Tasklist section, renaming it to “Task Relation” for better clarity. Additionally, we have enhanced the filtering capabilities
Earlier, users had to fill out two separate forms for auto and home insurance. Now, with the latest enhancement, you can fill out both auto
This new feature enhances the response tracking system for individual forms. With this new update, you can effortlessly monitor the number of responses your forms
Now you can mark a form as favorite and filter all your favorite forms from the form list. Â Note: This feature will work separately
The form setting user screen has changed. Previously a dialogue box would open on the right side of the screen. But now, a new page
With this update, when a user shares a form with other agents, those agents now have the ability to remove the form from their accounts
You can now share and unshare access to the forms for any agent just as you do in google docs. To view enhancement: Navigate to
Whenever you share forms with any of the users, you will have the option to give only read or read/write access. If you give read
Now you can sort the forms by Form Name. Â To view the enhancement: Navigate to Forms Click on the sort sign next to the
In this article, you will learn: How to customize form settings to create a dealcard? Make following selections Option to create deal card in Pipeline
InsuredMine is SOC 2
Type II Certified
support@insuredmine.com (available 24/7)
+1 469 616 1821 (Business hours 9 AM – 5 PM)
3400 N Central Expy Ste #110 - 323 , Richardson, TX 75080
