InsuredMine CRM | Optimize and Grow Your Insurance Agency

Missing Details filter in Contacts and Widget in Dashboard

You can sort your contacts based on the Missing Details filter. You can filter your contacts based on any of the four missing items: email, phone number, date of birth, and city.



To view the enhancement:

  • Navigate to dashboard

  • Scroll down to Contact missing details

  • Click on any of the four missing items- Email, Phone Number, Date of Birth, and City.



  • By clicking on any of the charts, it will take you to the Contact list with the selected filter.




  • The applied filter will be displayed on the top corner of the list. You can click on the Reset Filter, to change the filter.



Would you recommend this article?

Contact Us

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

EMAIL

PHONE

OUR LOCATION