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HawkSoft for Beginners (Bootcamp) - Shared screen with speaker view
Amelia Jach
18:12
Hi ladies!
Amelia Jach
19:54
Andrew won't be on the call today afterall (his staff scheduled some interviews for the same time, but I told him we're all covered, all good.
Amelia Jach
25:16
If you're just arriving - WELCOME EVERYONE! We're so happy you can all be on here today - we'll get started in about 5-8 minutes
Amelia Jach
25:29
feel free to share where you're here from (state?)
Christy Patterson
25:47
Oregon!
Amelia Jach
25:54
I'm calling in from ALWAYS sunny Denver, Colorado!
Kelly
25:59
OHIO
alexis
26:00
Good morning, California! :)
Sarah Blanco
26:26
Oregon, Good Morning everyone!
Amelia Jach
26:39
and as soon as you're all ready, we hope you join video so we can see your smiling faces and the presenters can better connect with you.
Michelle Miller
27:33
Hello from Louisiana :)
Amelia Jach
27:42
Hello Louisiana Michelle!
Jennifer Thompson
27:59
I'm in Wisconsin - rainy cold day here.
Kelly
28:41
Video on all at once so no one is shy! 5, 4, 3, 2, …….
Amelia Jach
28:50
ha! nice
alexis
30:10
not share!! I don't have video on my work computer lol
Michelle Miller
30:40
No video on work monitors here either! But i would love a tshirt! :)
pmitcheltree
31:10
I do not have video either
Walter
32:05
No video here either. But you guys are keepin' it fun :)
Rick Savage
32:39
Good Afternoon To All
Jennifer Thompson
33:35
We will be recording the session. We will send you all a link within 24 hours of the workshop.
sbarker
34:44
we have no sound
Jennifer Thompson
35:51
You can call in at +1 (470) 869 2200+1 (646) 357 3664+1 (773) 231 9226+1 (312) 263 0281+1 (623) 404 9000+1 (650) 242 4929+1 (720) 902 7700+1 (213) 250 5700+1 (346) 980 4201+1 (469) 445 0100
Jennifer Thompson
36:00
Meeting ID: 149 301 9807
Amelia Jach
37:44
Beth has WON a shirt for being on video and the first one!! CONGRATS! Thanks!!
Michael Bronstetter
56:50
how do you change a phone number for a client?
Jennifer Thompson
01:00:06
On HUG website, in the Resources Members-Only area, CMS Templates, Customize List Templates, there is a list of custom fields that other agencies have created.
alexis
01:01:08
no
chris
01:01:23
no
kpi_kjohnson
01:01:26
No
tONIA
01:02:00
does this just apply to that particular customer
Jennifer Thompson
01:15:59
You can also right click on the bar displaying all of the policies, and select it to only show active policies.
tONIA
01:16:39
I have never seen the orange... warning privacy risk next to the refresh client tab. can you tell me why its showing on this customer
Beth
01:48:00
1. what are some common things included in Misc Info other than calendar?
alexis
01:48:15
no question, thank you for making it fun and throwing in Disneyland in there :)
Jennifer Thompson
01:48:48
On HUG website, in the Resources Members-Only area, CMS Templates, Customize List Templates, there is a list of custom fields (Misc Info) that other agencies have created.
Beth
01:49:25
2. Is link to client- non client for numbers that are not the client themselves but that they can be reached at?
Beth
01:49:49
yes
Beth
01:50:28
okay thanks so much
Diane
01:59:42
ok yes
alexis
01:59:44
yes
rramseyer
01:59:45
yes
scott
01:59:51
Yes
tONIA
01:59:52
YES
Amelia Jach
02:00:23
awesome, thanks everyone for our patience! if you have to drop off, no worries, thank you for attending!
Amelia Jach
02:00:29
your patience! :-)
Michael Bronstetter
02:05:31
can you add an attachment to a log?
alexis
02:06:48
no
Diane
02:06:49
yes
Diane
02:08:38
can the pop up for the client tag be only for one client?
Diane
02:09:13
no
Beth
02:09:19
I think she means the choice to have it justy a tag or a pop up
Diane
02:10:19
no I will look later
Diane
02:10:32
ok
Diane
02:10:55
Thomas & Grushon Insurance Agency
Beth
02:11:22
can you put reason for archive?
Beth
02:11:39
ok thank you
Shaira
02:12:02
Thank you!
Amelia Jach
02:12:02
Thank you Christy and Sarah!
alexis
02:12:06
Thank you! you guys are awesome
Diane
02:12:07
Thanks
chris
02:12:13
thank you!
rramseyer
02:12:14
is there a recording we can re-watch/
Jennifer Thompson
02:12:48
yes, there will be a recording and will be sent out within 24 hours
rramseyer
02:12:57
thank you
Walter
02:12:59
Thank You for today