InsuredMine CRM | Optimize and Grow Your Insurance Agency

custom fields

Custom fields as automation Tag

Update – Contact Custom fields are available as tags Use case – Easier for Agents to auto-populate custom fields data of the contact   Process:

Custom Fields in Policy

Admin can add custom fields in the Policy module, which can be used if there are additional field requirements from the client or agency.   

Custom Fields for Accounts

Admin can add, edit or delete the custom data fields in Accounts.  To view the enhancement: Navigate to Accounts Click three-dots icon Select Custom Fields

Bulk contact upload in Contacts

In this article, you will learn: Custom fields in CSV Upload for Contacts Custom data upload in CSV upload Uploading Contact using Excel With this

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