file Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 11 Oct 2023 11:11:14 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico file Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Deals, Files, Notes, Tasks in Account 360 https://www.insuredmine.com/knowledge-base/deals-files-notes-tasks-in-account-360/ Sat, 23 Sep 2023 06:46:53 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=15471 Two different tabs have been added in the Account 360 section. When notes or tasks are added under a contact,  it will be also reflected in the Account360 section under task and notes  /*! elementor – v3.14.0 – 26-06-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} If an account has multiple contacts, and a policy or […]

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Two different tabs have been added in the Account 360 section. When notes or tasks are added under a contact,  it will be also reflected in the Account360 section under task and notes 

If an account has multiple contacts, and a policy or deal is added to that account, it will be available for all the contacts. But if any task or notes is added for any contact under that account, then the task and notes will be available for that specific contact only. And the files will be available for all contacts under that account.

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