manual sync 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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Manual Sync for Activities in HawkSoft

Anjali Kapadia — Wed, 01 Feb 2023 17:38:42 +0000

Now you can sync the contact activities with HawkSoft. Although auto-sync is still available, if any activity did not sync, click on the sync icon to sync manually.

This manual sync will be available for files, notes, tasks, activities, and SMS.

Navigate to each section in Contact 360 and click on the sync button to sync the contact.

For Notes

For Task

For SMS

For Activities

For Files

Navigate to Files, click on 3 dots and select Sync with HawkSoft

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Manual and Automatic Sync for Contacts and Policies

Anjali Kapadia — Mon, 16 Aug 2021 08:15:07 +0000

In this article you will learn:

Syncing your data has been made easier. Now contacts and policies will auto sync instantly when you create or update a contact and/or policy. Manual sync option is still available.

Note: This feature is available for Admins only.

Note: For AMS 360 and NowCerts sync option is available for contacts and policies. QQ Catalyst auto sync option is available for contacts only.

Note: In case of auto sync the policies and the contacts will display as synced in the respective list. But for Manual sync you will get the sync tab in case it is not synced yet.

How to select the sync preference? ( for NowCerts and QQ Catalyst users)

Navigate to settings by clicking on the User icon.

Click on Configuration
Click on Auto/Manual Sync
Slide the toggle bar to select the sync option Auto or Manual.

Once selected you will get a message saying: Successfully Updated.

How to select the sync preference? ( for AMS 360 users)

Navigate to settings by clicking on the User icon.
Click on AMS360 Sync Fields.
Fill all the default contact sync fields.
Select the contact and policy sync process: Auto or Manual.

Note: To enable auto sync all the default contact sync fields are mandatory.

In case you select Auto sync option, so whenever you will be adding any contact, account or policy in InsuredMine, it will get autosynced while creating. And in case if you select Manual sync option then to sync your data, you need to click on sync button or click on 3 dots under settings and select ‘Sync with AMS’.

To know the manual sync process:

Policy Sync with AMS

Primary and Secondary Contacts Sync

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