files Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Manual Sync of Activities in AMS360

Anjali Kapadia — Fri, 22 Sep 2023 17:00:21 +0000

Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic.

To view the enhancement:

Navigate to settings
Click AMS360 sync fields
By default, the auto will be selected, but agents/admin can change it to manual.

So, if the manual sync option is selected then any activities performed related to notes, SMS, email, task, files, and activity, then the sync option will be available under the action tab (3 dots). To sync the activity agents need to click the sync button.

Note: The sync option will be available if the contact is synced with AMS360.

For example, if you want to sync an email, then once you click on the sync option, you will get the option to select the activity and the select policy. But the activity and policy are optional, it’s not mandatory. These two sync fields that are activity and policy will be available while syncing notes, SMS, email, task, and files.

But for activities the sync fields are different, and the contact name is mandatory.

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Organize Files into Folders in Contact360

Anjali Kapadia — Fri, 23 Jun 2023 07:46:59 +0000

Now you can create folders to store all your documents in Contact 360.

To view the enhancement:

Navigate to contact 360 of a contact.
Click on files
Click on the new folder

Give the folder name
Click on save

In the file section, folders will be at the top of the list. Files will be below.

You can rename, move or delete the folder by clicking on 3 dots beside the folder name.

To rename the folder, click on rename
Type in the name
Click on update

To move the folder, click move, and select the folder from the list
Click on move here

To delete the folder, click on delete and confirm your action.

You can move the files too. Select the file, click on the 3 dots and click on move.

Select the drive/ folder, where you want to move the file

Click on move here.

Once done, you will get a message saying:

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Saved files uploaded in notes available under Files

Anjali Kapadia — Sun, 04 Jun 2023 16:27:35 +0000

Release Date: June 4, 2023

Overview

If you save a file in the Notes section of a deal card, the attached file is also available under the Files section of the same deal card. This functionality is applicable throughout the portal, including Accounts, Policies, and Contacts. In addition, notes with attachments are synced with the corresponding AMS.

Use Case: This enhancement helps users access attachments from a centralized location without searching through individual notes. When a file is attached to a note, it is automatically available in the Files section of the corresponding deal card, account, policy, or contact record. This improves document visibility, simplifies file management, and ensures that notes with attachments are synchronized with the associated AMS for better recordkeeping and accessibility.

In Note:

In Files

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Notes with Files in Contact360 and Pipeline Card

Anjali Kapadia — Mon, 13 Mar 2023 14:13:04 +0000

Now agents/CSR can add notes along with attachments in the deal card or Contact 360.

To view the enhancement in Pipeline

Navigate to Pipelines
Click on a deal card to open
Click on the notes icon to add a note

You will get a success notification saying: New note added successfully.
In the notes section, you will find the note added along with the attachment.
Click to preview the attachment

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