If you are having difficulty hearing the presenters, I suggest you call in to hear the audio rather than listening via your computer.US: +1(312)2630281+1(470)8692200 (US East)+1(646)3573664+1(773)2319226 (US North)+1(469)4450100 (US South)+1(623)4049000 (US West)+1(650)2424929+1(720)9027700 (US Central)+1(213)2505700+1(346)9804201Meeting ID: 149 024 3824
FYI, we will be recording this session and will make it available to you within 24 hours.
can we record this meeting to share with our office
Don't forget to "unraise" your hand or we will think you want to ask a question.
can everyone see LInda's screen okay?
yes, i can
I see notification sound was checked! We would love that. What does that do?
i hear notification bell when a text comes in
agent/producer and CSR!
how do we add categories?
Yes, SOOOOO wish suspenses would go in a pop up window when someone suspends a new item
We'll take back to home office as many suggestions as we can! :)
yes, a notification of a new suspense created by someone else would be awesome.
Agreed! With everything else, they aren't easily seen unless I actually go into the suspense window and view them myself, I wish there was something that came up notifying me that there is a new one in there
I've noted that - it's not the first time they've heard this so we'll see if we can't escalate it!
how did she create a tab for a particular day’s suspenses?
Also, would be SO great if we could suspend something to more than one person without having to create a new suspense
I wish on suspense there was an easier way to resuspend from inside an action
Is there a way to do the customize lists for everybody in the office? instead of individually?
where does description show up?
How do I drag and drop when using Parallels?
just a reminder, if you're not speaking, please mute yourself so we don't hear background noise. thanks!
Just an FYI, there is a list of suggested Hot Buttons on the HUG Website. https://hawksoftusergroup.org/resources/knowledge-library/ You have to log in to access the Knowledge Library. Then search for Hot Button
HOW TO TRANSFER DATA VIN# DRIVERS TO A PDF OR EXCEL??
Is there a way to get a summary report that shows all policies for just ONE client?
Mostly meant the difficulty in pulling items such as reports and putting on my desktop
wanted to see if there was a shortcut for that
do you typically save the report and would just prefer to save them to desktop instead of in the HawkSoft folder?
How to see acords from all polices, even if not on that policy? EG, need to see an application form, but wasn't on the commercial tab. Would love to see that.
Yes - I like to have the reports on my desktop so I can manipulate them on excel. Whenever I do this, its a bit of a hassle getting onto c drive and all that stuff. Was just curious if there was a more time efficient method
But email doesn’t flow into Hawksoft, correct? You have to drag and drop it into Hawksoft every time the client responds. Right?
yes - you will have to do that -- for now (Lynette)
Brandon - I'll include a screen shot of that option when we send this out
Do you have problems with Hawksoft accessing Outlook without the "Hawksoft" Outlook open?
i need help with reports in every way
The system works best on the cloud? or local? we are local but sometimes is abit slow. Please advise.
Advanced Reporting session will be October 15
if I want to see last months summary on this screen is this possible?
The Database Cleanup Guide can be found here:
Would Hawksoft consider putting out more detailed product how to videos much like EZ Linx has?
But you will need to have a username and password set up to access this (PDF inside the Members Only Resource area)
but at the same time very fast broad and not very detail oriented
I have problems learning from them
What if it doesn't download
If a carrier does download but not a lot of detail can you enter it in and not lose it when the next download comes in
Or come class codes
Thank you! :)
Thanks! Great Tips!
Thank you Linda and Kelly for sharing your knowledge with this great group!
where will the recordings be located?
recordings will be located on the HUG website and we'll email you a link
Great Job! Thank You.
Thank you as a new agency I wish we had a mentor to follow us for the first year.