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contact
HawkSoft new data point mapping in policy, accounts, and contacts
In Account and Contacts, some new data points that are mapped from HawkSoft to Insuredmine are HS ID, CSRs, Producers, and Branch ID. In the
Customer Age
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
Contacts- InsuredMine Agent App
The contacts section includes 2 tabs: Contacts and Accounts. The contacts section will represent the following contact groups- All, Active, Inactive, Prospect, Lead, and
Contact by Policy Count Widget- Dashboard
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,
Unit and Suite no. for address fields
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
Ringless voicemail
In this article, you will learn: To setup integrations: How to send Ringless voicemail drop messages manually How to send voicedrop via Workflow To track
Full Contact
In this article, you will learn: To view full contact details from the Contact 360 section: To view full contact details from the Pipeline Manager
View each custom fields individually in the directory
In this article, you will learn: Add a Custom Field View only Selected Custom fields in Contact Table View View all Custom fields in Contact360
Warning on deleting contacts
In this article, you will learn: The warning message will pop up saying: While deleting a contact, users will receive a warning message that will inform what all
Contact & Account Architecture
In this article, you will learn: UseCase #1 UseCase #2 UseCase #3 New Contact & Accounts architecture Adding a contact Adding a contact from add
Add Lead Source
In this article, you will learn: How to add lead source in Contacts? Lead Source in Pipelines Lead Source is the primary source of referral
AMS360 Integration
In this article, you will learn: How you add a new prospect into IM System Actions in Pipeline Cards of Insuredmine integrated with Activity in
