Search Field in Assign Agent
Now, we have a dedicated search field for assigning an agent within the Deal card view and Task list. Use Case: Now, with a dedicated
InsuredMine is SOC 2
Type II Certified
Task Details and Logs
Information about Task Details and Logs
Contact details are displayed on the task detail page
Update – Tasks will now display contact information linked to any task Use case – Easier to view and communicate with the contact. Process  Â
Logs in Task
This enhancement is done for easy reference. Whenever you edit any task, all the edits will be logged under the activity section in the edit
Task sync up from Insuredmine to HawkSoft as Suspense
Now whenever you add a task in InsuredMine and save it in Contact360, it will get synced in HawkSoft logs. Â To view the enhancement:
