Notes 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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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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Add Call log in Call section in Communication Page

Anjali Kapadia — Thu, 04 May 2023 18:09:42 +0000

If the agent is having a call with a client through their personal phone or any other medium, they can save the notes based on their communication under the Add Call Log section.

To view the enhancement:

Navigate to Contacts
Click on a Contact to view the Contact360
Navigate to Communications
Click on Calls
Click on Add Call Log

You may write your notes in the call log
Click on Save

You will get a notification saying the call log has been saved
The details of the note will be visible in the Call section.

The Add Call log section can be viewed in Account 360, Contact 360, and pipeline. Added log information for incoming and outgoing call log can be viewed with time and date with Agent name information in it.

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Notes Edit/Delete Logs in Contact360 Logs

Anjali Kapadia — Wed, 15 Mar 2023 20:14:02 +0000

Now in the log section under contact 360, you can get the details of the notes that are edited or deleted.

To view the enhancement:

Navigate to Contact 360 of any contact.
Click on notes
Edit or delete any notes
Navigate to the logs section.
You will find all the details of deleted or edited notes.

The post Notes Edit/Delete Logs in Contact360 Logs appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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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Pinned Notes in Contacts and Accounts

Anjali Kapadia — Fri, 10 Mar 2023 07:58:31 +0000

Release Date: March 10, 2023

Overview

We have introduced an enhancement that allows users to pin and unpin notes in Account360 and Contact360. Pinned notes are displayed at the top of the Notes section for quick access. Users can also minimize, maximize,edit, or unpin pinned notes as needed.

Use Case: This enhancement helps users keep important notes easily accessible by pinning them to the top of the Notes section in Account360 and Contact360. It improves visibility of critical information and allows users to efficiently manage pinned notes whenever required.

To view the enhancement:

Navigate to account 360 or contact 360 of any contact.
Navigate to the Notes section.
Click to Add Notes.
An Add Notes panel appears on the right-hand side.
Check the Box beside the Pin Note.
Click Save.

A success pop-up “New Note added Successfully” appears.
As shown below, Added Note is pinned on the Top.
clicking on the three dots from the pinned Notes
You also have the option to Minimize, Unpin, and Edit the Note.

Contact 360

Note: You also have the option to minimize, unpin, or edit a pinned note, just as you can in Account360.

Note: You can also pin existing notes from the Notes tab in Account 360 and Contact360.

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Link in Notes Timeline

Anjali Kapadia — Wed, 15 Feb 2023 07:11:49 +0000

Release Date: February 15, 2023

Overview

We have introduced an enhancement to the Notes section that allows users to mention agents, policies, contacts, and accounts using special characters. Users can mention agents using @, policies using #, contacts using *, and accounts using % within notes. These mentions create hyperlinks to the corresponding records and enable notification-based collaboration across the platform.

Use Case: This enhancement helps users quickly reference agents, policies, contacts, and accounts within notes. Mentioned agents receive notifications, while referenced policies, contacts, and accounts are converted into hyperlinks, making it easier to access related records and collaborate efficiently.

Now you can add the Notes by Mentioned Links as given below:

1. Now you can mention “@” and add the agent’s name. The specific agent will receive an email with the notification added to the notes. You can mention the agent in the comments by using “@” followed by the agent’s name. The mentioned agent(s) will get a notification about the comment. You can add multiple agents followed by “@.”

2. Similarly, when you type “#,” the policy number will display, and from the drop-down menu, you can select the policy number. You can mention the policy number in comments by using “#” followed by the policy’s number. The referenced policy/policies will link to the policy detail page.

The verification: the given policy number will be in a hyperlink, and the link will redirect to the policy number page.

The received email will display the policy number, and when you click on the hyperlink, it will redirect to the policy number page.

3. Additionally, when you type a contact name, all the names will display for that particular contact. Select the name from the drop-down, and you will receive a hyperlink for the selected contact. You can mention contacts in comments by using “*” followed by the contacts’ names. The mentioned contact(s) will get a hyperlink to the contact detail page

The agent will receive a notification email with the links of policy, contact, and account mentioned in the notes. If the agent clicks on the contact name in the email, it will redirect them to the contact 360 page.

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