InsuredMine CRM | Optimize and Grow Your Insurance Agency

Additional recipients option added for Policy download, Save report

Include additional recipients’ email addresses when downloading reports.

Use Case: This feature allows users to share reports with multiple recipients, streamlining the process by allowing them to conveniently add additional email addresses when downloading reports.

Navigation:

  1. Navigate to the “Policies” module.
  2. Within the module, click on the “Settings” option.

3.Here, users will find a new feature that enables them to add additional recipients to the report.

Note: This enhancement also extends to the “Save As Report” option, ensuring that users can easily manage recipients for their reports in both scenarios.

This user-friendly enhancement not only streamlines report sharing but also provides a seamless experience for managing recipients, making the platform even more accessible and efficient.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes