InsuredMine CRM | Optimize and Grow Your Insurance Agency

Task Details and Logs

Information about Task Details and Logs

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

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

Generic filters

Most Search: Ams360Release Notes