Text Assign to an Account
With our latest enhancement in the Text Module, you can now assign an agent at the Account level for texting purposes. Previously, this feature was
InsuredMine is SOC 2
Type II Certified
texting
Add Note Without Agent in Text Module
We’ve introduced a new enhancement in the Text Module that simplifies the process of adding notes. With this update, adding an agent is no longer
Incoming Text Mapping Logic in Insuredmine
The logic here demonstrates the prompt functionality of mapping incoming text messages with a contact. In InsuredMine, incoming texts are efficiently managed and mapped based
Action icon – send SMS? Could you also view the message in the text messaging module
In this article, you will learn: How does send SMS action work inside a deal card? How to Move Sms Attachments to User Documents How
