contact name Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 11 Oct 2023 12:36:36 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico contact name Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Display of contact name in account 360 for tasks, notes, email, and text https://www.insuredmine.com/knowledge-base/display-of-contact-name-in-account-360-for-tasks-notes-email-and-text/ Sat, 05 Aug 2023 12:08:41 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=22009 You can see all the tasks, notes, emails, and texts that are sent from each contact under one account. For example, if an account has three contacts, and if you have added a task for any of the contacts, it will be displayed in the account 360 with each of the contact’s names. /*! elementor […]

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You can see all the tasks, notes, emails, and texts that are sent from each contact under one account. For example, if an account has three contacts, and if you have added a task for any of the contacts, it will be displayed in the account 360 with each of the contact’s names.

In tasks

In Notes

In email

In text

The post Display of contact name in account 360 for tasks, notes, email, and text appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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