In this article, you will learn: How to sync Insuredmine contact with AMS contact? How to merge the contacts with AMS? How to do merge
Now you can upload contacts to your HawkSoft account through CMSMTF File. These CMSMTF Files can be downloaded on the basis of the InsuredMine Form
Logs Sync All the activities that you perform in InsuredMine will get synced in HawkSoft. Please note: This is a one-way sync only from InsuredMine
In this article you will learn: How to select the sync preference? ( for NowCerts and QQ Catalyst users) How to select the sync preference?
In this article, you will learn: How to connect to your AMS by adding credentials from the InsuredMine portal? Admin can now connect to their