Mandatory field handling for adding deals and contacts in the CRM App

Arshad Hussain — Sat, 06 Apr 2024 08:46:37 +0000

Now, when you mark certain fields as mandatory for adding contacts or deals, those fields will be required in the CRM app as well.

Use Case: Enhanced data accuracy through mandatory fields for contacts and deals within the CRM web application and mobile app.

To View the Enhancement:

Adding Contact in IM Portal:

Go to the settings module.
Within settings, select mandatory fields.
When adding contact details, choose the fields you wish to make mandatory from InsuredMine. The changes will also reflect in the app.

Mobile App:

You’ll see the designated fields marked as mandatory, just like in the InsuredMine portal.

While Adding a Deal:

Mobile App:

Enable/Disable InsuredMine App access for the agency

Anjali Kapadia — Wed, 04 May 2022 15:59:00 +0000

Now you can restrict access to the InsuredMine client portal application through settings.

To view the enhancement:

Login as Admin
Navigate to Settings
Click on Restrictions
Under Agency Restrictions there will be a toggle bar next to Insured App Access
To enable or disable Insured App Access, slide the toggle bar to gray or orange
This will work at the agency level. If it is disabled, a new client of that particular agency will not be able to sign up through the client portal or Insured App.

However, the existing clients who have already signed up can still log in and access the InsuredMine client portal.