Text generation using AI
Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns. Benefit: It is easy to draft
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add notes
Add Notes in Policy
Update – The new update enables you to add notes under the policy. Application – Log updates and details as Notes to the policy
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
Action icon – add Notes
In this article, you will learn: How does add Notes action work inside a deal card? Tags to hyperlink data in notes How does add
Add, Edit, and Delete Comments to Notes for Hawksoft and Applied Epic
Update – Agents with Hawksoft and Applied Epic integrations can now add comments to the existing notes and edit and delete them accordingly. Application –
Add Files and Notes in Account 360
Add Files and Notes in Account 360 You can now add notes and files from the account 360 section.  Note: This feature is now
Add notes and files to the carrier
In the Carrier page, the Edit, Notes, and Files options have been added. To view the enhancement: Navigate to Carriers Click to open the expanded
