Contact Automation Handling in Forms.
Description: If tags are added to a newly created contact using a form, and those tags have any automation, the automation will be triggered for
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Description: If tags are added to a newly created contact using a form, and those tags have any automation, the automation will be triggered for
Description: Forms from Contact360 and Account360 can be deleted. Benefit: Admin and agents can streamline their workflow and increase productivity by directly removing redundant forms
Description – The feature will send an email notification to the contact and the response when a form is submitted. Use Case – The contact
Description- Changes made to a contact in the work email will be reflected in the contact in contacts module. Refresh the work email once to
Whenever you will have an incoming call, you will have a screen pop for the call. In case there are multiple contacts saved with the
While sending documents to the signers, you need to add the signers’ names, email IDs, and phone number. Now while adding signers, you will find
There will be a two-way sync of accounts, contacts, and policies between InsuredMine and Sagitta. While adding accounts: The address is the mandatory field
In Account and Contacts, some new data points that are mapped from HawkSoft to Insuredmine are HS ID, CSRs, Producers, and Branch ID.
While adding or editing a contact, if you mention the date of birth of the contact, it will reflect the contact’s age. This is
The contacts section includes 2 tabs: Contacts and Accounts. The contacts section will represent the following contact groups- All, Active, Inactive, Prospect, Lead, and other
Contacts by Policy Count widget will display total number of contacts having particular number of policies. The policy count will be available from 1, 2,
In this article, you will learn: How to add unit/suite no. in the address section while adding contacts? While adding a personal/commercial contact in InsuredMine, you may
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