Merge Account/Contacts with Name Field
Earlier, you could only merge accounts and contacts with the same email and phone numbers. Now, you can also merge them based on names. If
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Account and Contact Management
Information about Account and Contact Management
All Timeline implementation – Contact/Account 360
Within Contact and Account360, we’ve now introduced a Timeline Feature where you can track all the recent activities. The timeline view provides the data for
Work email – Need “Add email to existing account” Option
Now, easily consolidate communication by mapping emails to relevant accounts. Just click on the ‘Add email to an existing account’ option to map the email
Payment feature in card detail, account360, and contact360
The payment feature has been successfully integrated into the account360, contact360, and pipeline details. This will enable you to request payments for policies conveniently. Use
Need Search Option in the timeline for Contact360 and Account360
Within the timeline tab, both Contact360 and Account360 now boast a dedicated search function. This enhancement allows users to swiftly retrieve specific activities without the
Merge Accounts and Contacts with Enhanced Search Functionality
We’ve introduced a dedicated search bar within the Accounts and Contacts sections, facilitating the process of merging multiple accounts and contacts that share identical email
Contact Module- Filter for Month of Birth
In contacts within filters, there is a recent addition called the ‘Birth Month’ filter, providing you with a convenient way to categorize contacts based on
Search Option in Notes for Account360 and Contact360
Previously, accessing numerous notes within an account or contact was difficult, but now, Account360 and Contact360 feature a dedicated search bar, streamlining the process of
How to Merge Accounts ?
Merge Accounts for AMS Synced Simplify the process of merging your accounts easily and efficiently within InsuredMine by selecting multiple accounts associated with the same
Select Contact and Create List
Now, from the contacts module, you can choose and make a list of contacts. This allows you to easily send bulk texts and email campaigns
Add dependents as Contact for ams360
Now easily manage dependents in Account 360 by adding them as contacts. The “Add as a Contact” option within dependents simplifies the process, without a
Add /Edit Account with X-date, tags and sort by filters
You can now add/edit accounts and filter with x-dates and tags. In this article, you will learn: How to add x-date and tag while creating
