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 is already synced earlier you will not get the sync option again.
The process to sync the files, tasks, and notes:
Navigate to Contact 360 of contact and click on files
Click on 3 dots (action) and you will find the sync option
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The files can also be synced from the deal card details page.
If you navigate to task tab, there also you will find the option to sync
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- Sync option is also available in the tasklist
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If you navigate to the Notes tab, you can also find the sync option.
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