You can manually sync the files, tasks, and notes from InsuredMine to NowCerts and QQ Catalyst.
Note: In case if the files, task, or note is already synced earlier you will not get the sync option again.
The process to sync the files, tasks, and notes:
Navigate to Contact 360 of contact and click on files
Click on 3 dots (action) and you will find the sync option
The files can also be synced from the deal card details page.
If you navigate to task tab, there also you will find the option to sync
- Sync option is also available in the tasklist
If you navigate to the Notes tab, you can also find the sync option.
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