Notes Edit/Delete Logs in Contact360 Logs
Now in the log section under contact 360, you can get the details of the notes that are edited or deleted. To view the enhancement:
InsuredMine is SOC 2
Type II Certified
Communication and Notes
Information about Communication and Notes
Notes with Files in Contact360 and Pipeline Card
Now agents/CSR can add notes along with attachments in the deal card or Contact 360. To view the enhancement in Pipeline Navigate to Pipelines Click
Pinned Notes in Contacts and Accounts
You can now pin and unpin your notes in the contact 360 and the account 360 section. Once you pin the notes, they will appear
Search Notes
The search tab is provided in the Events section under Contact 360, Account 360, and Deal Cards. To view the enhancement: Navigate to Contacts
Communication Preferences
Directory comes with a feature where you can choose which mode of communication is preferred by the clients and then you can opt-out of all
Link in Notes Timeline
Now you can add the Notes by Mentioned Links as given below: 1. Now you can mention “@” and add the agent’s name. The particular
