Release Date: 6 October, 2023
Overview
We have introduced an enhancement that allows users to map notes to related contacts, policies, and accounts while creating a note. When a note is associated with a linked record, the same note is automatically reflected across the mapped records. Any updates or deletion made to the note are synchronized across all associated contacts, policies, and accounts.
Use Case:Â This enhancement helps users maintain consistent notes across related records without creating duplicate entries. By automatically syncing notes between mapped contacts, policies, and accounts, users can ensure that all relevant information remains up to date and easily accessible from each associated record.
To view the enhancement:
 For AccountsÂ
- Navigate to the account module. Select the account to go to account 360.
- Go to the notes section and select Add Note.
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Select policy by clicking the arrow button, and select a contact from the drop-down.
Click on Save.
For Contact
Navigate to the contact module. Click on a contact to go to Contact 360.
Go to the notes section and click on add note.
Select a policy by clicking the drop-down.
Click on Save.
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For policies
Navigate to the policy module, click on a policy to go to an extended view
Go to the notes section and click on add note.
Select contacts by clicking on the drop-down.
Click on Save.
Adding notes from Account 360 and selecting a contact or policy will map the same note to that contact or policy. Similarly to this, notes added to policies will also be added to contacts, and contacts’ module notes will reflect the selected policy.
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If we edit the note from the Contact, the changes will also be reflected in the mapped policy and account notes. Similarly, for notes in the account and Policies modules too.
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We also have a delete option that, if used, will also remove any notes that have been mapped to contacts and policies.
