adding contact Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 10 Oct 2023 10:01:12 +0000 en-US hourly 1 https://wordpress.org/?v=7.1 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico adding contact Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Add new contact through eSignature https://www.insuredmine.com/knowledge-base/add-new-contact-through-esignature/ Sat, 01 Jul 2023 11:29:31 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23558 Now you can add a new contact while sending a file to the concerned person for eSignature.    To view the enhancement: Navigate to eSignature and add the document Click Next Type the name You will get the option to add a new contact along with any existing contact suggestions Click on Add as new […]

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]]> Now you can add a new contact while sending a file to the concerned person for eSignature. 

 

To view the enhancement:

  • Navigate to eSignature and add the document
  • Click Next
  • Type the name
  • You will get the option to add a new contact along with any existing contact suggestions
  • Click on Add as new contact
  • Put an email id or phone number.
  • Click on Add

Now move to contacts in the contact list you will find the new contact created from the eSignature module.

Note: If you won’t select Create Contact from the drop down then there won’t be any new contact created and the file will be just sent for signature.

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]]> Default sync fields while adding contact in AMS 360 https://www.insuredmine.com/knowledge-base/default-sync-fields-while-adding-contact-in-ams-360/ Sat, 01 Oct 2022 01:41:09 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5867 In this article, you will learn: To save the default sync fields: While adding a contact in AMS 360, agents can now add and save the following default fields, so that whenever he will add and sync a new contact in AMS 360 from Insuredmine, these fields will get pre-populated. The purpose of this enhancement is […]

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In this article, you will learn:

While adding a contact in AMS 360, agents can now add and save the following default fields, so that whenever he will add and sync a new contact in AMS 360 from Insuredmine, these fields will get pre-populated. The purpose of this enhancement is to make the work easier for agents while adding a new contact each time. Pre-populated fields will help them to save time while adding a contact.

To save the default sync fields:

  • Navigate to account settings



  • Click on Default Sync Fields


  • From the drop-down menu select the following fields: Executive, Representative, Division, Branch, Department, Group.
  • You also need to select the contact and policy sync option- auto or manual.


  • Once selected , click on save.
  • You will get a notification saying: Default value saved successfully.


  • If you go to the contact section and sync any contact with your AMS, you will get these pre-populated fields while adding contact to AMS.


Note: In case if the contact is not available in InsuredMine, in that case you will get the option to add contact to AMS.





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