InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add, Edit, and Delete Comments to Notes for Hawksoft and Applied Epic

Update – Agents with Hawksoft and Applied Epic integrations can now add comments to the existing notes and edit and delete them accordingly.
Application – Agents may use the comments to track progress and share updates related to the same note in one thread.

 

Process

  • Click on Notes and choose Add Comment.

  • Enter the comment and click Add to save the comment to the note.

  • You may edit or delete the comment from the edit/delete buttons, respectively.

Things to Note

  • The comments within the notes will be synced with HawkSoft.
  • Multiple comments added to a single note will appear in chronological order, with the latest comment at the top.
  • Both the admin and the agent who created the comment can edit and delete the comment.

Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION