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Actions in Contacts (BST)
Nov 20 Actions in Contacts Download https://www.insuredmine.com/wp-content/uploads/2021/07/Nov-20th-Bite-Size-Training-Zoom.mp4 Search option in Template section while sending email Now a search option is provided for selecting the template
Global Search based on Name, Account and Policy number
This will allow an agent to quickly navigate to any client’s 360 Overview, or to their policy overview. When searching by name, in the event
Smart Search for Contact, Policy and Account
The smart search feature is designed to ease information access of your contacts, instead of skimming through the humongous stores of data files. You can
