Now you can upload contacts to your HawkSoft account through CMSMTF File. These CMSMTF Files can be downloaded on the basis of the InsuredMine Form that you will be using to retrieve the contact details of the customer.
Note: This feature is for HawkSoft only.To access this feature, you MUST have a Hawksoft and InsuredMine agent portal in a similar system.
To view the enhancement:
Navigate to Forms
Select any predefined template
Click on the 3 dots icon
Select Form Automation
Click on Create CMSMTF File
Slide the button to orange to enable the file creation feature.
You will need to fill the form fields from which the data will be mapped
Click on Save
Once the form is saved, you can send this to your client through any mode of communication
Once the form is submitted, you can view all the responses by clicking on the View tab.
Click on the View button to preview the submitted data
- In the submitted form preview, you will have the Download Accord XML button
- When you click on this button, you will get a CMSMTF File which you can drag and drop into your HawkSoft portal. This will create a contact with the information mentioned in the form.
