Update – Tag agents through @mentions while adding comments to a note. This enhancement is currently available only for Hawksoft and Applied Epic agencies.
Use case – Easier to follow up and keep updated on any account.
- Navigate to Accounts and select the desired account
- Click on the Notes tab to view the list of available notes
- Click on Add Comment
- Enter the comment and type @agentname to tag an agent in the comment, and click on Submit
- Mention @AgentName and the tagged agent will receive a notification from InsuredMine
- Mention # for policy, % for Account, and * for Contact of the account
- The comment will now appear under the notes section.
The @mention in comments is also implemented under Contacts 360, Policies, and Dealboard.