Add Forms for Contacts
Description – Forms are now integrated with the Contacts module. Use Case- This feature enhancement helps you send the form straight from the contact tab.
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Type II Certified
Workflow and Automation
Information about Workflow and Automation
Contact Automation Handling in Forms.
Description: If tags are added to a newly created contact using a form, and those tags have any automation, the automation will be triggered for
Future-Scheduled Workflow Email for Contact
Managing future-scheduled workflows from the Contact section will help you to start or stop the automation for any single contact. Use Case: If you have set
Manual Sync of Files Tasks & Notes
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
Populate only related information for Contacts, Accounts, Policies and Deal cards in Add Notes
Update – Mentions in the Add Note option will populate the account, and policy information will only be tagged to the selected contact. This change
Delete Forms from Contact and Account 360
Description: Forms from Contact360 and Account360 can be deleted. Benefit: Admin and agents can streamline their workflow and increase productivity by directly removing redundant forms
Logs in Task
This enhancement is done for easy reference. Whenever you edit any task, all the edits will be logged under the activity section in the edit
Merge duplicate records
In this article, you will learn: Merge Contact Library We continue to source data from multiple sources, it is natural that some of the duplicate
Multiple Select and Assign Agents in Contacts
You can assign agents for multiple contacts in one go! To view the enhancement: Navigate to contacts Select the contacts for whom you want
