The smart search feature is designed to ease information access of your contacts, instead of skimming through the humongous stores of data files. You can
In this article, you will learn: The warning message will pop up saying: While deleting a contact, users will receive a warning message that will inform what all
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
Whenever you will have an incoming call, you will have a screen pop for the call. In case there are multiple contacts saved with the
Description – The feature will send an email notification to the contact and the response when a form is submitted. Use Case – The contact
Description- Changes made to a contact in the work email will be reflected in the contact in contacts module. Refresh the work email once to
Accounts: Client Profile 360 is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities,
While adding or editing a contact, if you mention the date of birth of the contact, it will reflect the contact’s age. This is calculated
The contacts section includes 2 tabs: Contacts and Accounts. The contacts section will represent the following contact groups- All, Active, Inactive, Prospect, Lead, and other
Contacts by Policy Count widget will display total number of contacts having particular number of policies. The policy count will be available from 1, 2,
In this article, you will learn: How to add unit/suite no. in the address section while adding contacts? While adding a personal/commercial contact in InsuredMine, you may
In this article, you will learn: To setup integrations: How to send Ringless voicemail drop messages manually How to send voicedrop via Workflow To track
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Most Search: Ams360Release Notes
