tell us what state you're joining us from - here in the chat!

Colorado

Wisconsin

Louisiana

WISCONSIN

Alexis, North Carolina

Ft Myers FL

Utah

St Augustine FL

va

86 degrees here in Alexis, NC today and beautiful

yes they are coming out

Massachusetts

Virginia

Virginia

NY

Everett, WA

would turn on my camera but I have a fussy 5 week old baby who will not go down for his nap.. :')

Engja from Ohio

NY

Olympia WA

and if you're not speaking or asking a question, you can MUTE yourself so we reduce background noise. thanks!

Just a reminder, we are recording this webinar. If you miss something because you have to step away, you will be able to watch it again! I will email a link to you within 24 hours of the webinar.

My one request would be for flexibility to change the font size when I'm typing a log.

WooHoo!

that was my concern log notes while typing

CAN YOU LOOK UP BY DRIVER?

Yes, with the new search experience you can lookup by driver

:)

Ctl+scroll up or down to increase the font size as you are typing.

Jennifer, I lost my phone connection. How do I get the mtg id & participant number to get back in?

is there a way to change the policy titles in a customers portal? For example, I have a client with multiple dwellings. instead of "dwelling 1, dwelling 2, etc." I would love to label them by address for clarification. Example: "clear cover, roundtop Ave, etc."

Meeting ID: 144 676 4326

Great questions Baylee - I was going to ask the same thing.

Baylee when you say the customer portal, are you referring to Agent Portal or within HawkSoft?

Baylee - add "address" to the columns you can see under "client" and "policies"

within hawksoft

Baylee - see LInda's comment. Under the client tab, in the row that shows policy and status and company, etc, right click and you can add additional columns, like address

Can you delete something that are in attachment

yes, we have the addresses listed but I was wondering if I could change the actual to say the address instead of "8-DFIRE, 9-DFIRE, etc" .. I know its small just seeing if I could save an extra step instead of clicking on each one and reading address before proceeding :)

When I try to change the font size for a log note it changes it in the log I am typing but if I save and close then open again the font size is the same as it always is

Karen - You can't delete but you can archive them. right click on the attachment and choose archive

Baylee - so you're asking about the name on the tab, 1-DFIRE, 2-DFIRE, etc. That's the policy title field, but you would have to add the address in the Policy/Company setup, for every customer, so technically you could, but you don't want to.

Julie, if you want your log notes to change to a larger font throughout the system, you have to go to View->Fonts and increase the Log text there.

How did you highlight the separate attachments again?/

Sorry, I didn't see what you press to choose more than one attachment at a time. is it shift?

Ctrl

The Ctl+scroll only increases the font size while you are typing.

Ty

Can you go over that one more time?

so cool. just did with client that has 35 policies we me

Thank you!

is this user specific? making this change won't effect anyone else's settings?

Deena - to choose multiple attachments, ctrl lets you pick and choose, shift will select everything between your mouse clicks.

Kate - these are user settings

sorry, how did you open log view options

never mind--i see it

Julie - there's a button in the dark blue bar right above the logs, "Log View Options"

click on "log view options" just to the right of the log search box

If you need some ideas on log note templates, check out this document on HUG Website. Sample Suspense/Log Templates: https://hawksoftusergroup.org/wp-content/uploads/2020/02/200011_Suspense_Log-Templates.xls

Thank you!

speaking of customization.. another question: sorry! is there a way to add LOB's we do not see offered? I was trying to add "sexual and abuse" as a LOB to one of our commercial carriers but it only brings up ones to select, you can not create

Baylee - you can create them by choosing the OTHER LOB then type in the description

perfect. thank you !

Clarification, you can add OTHER then the coverages you pick would indicate it's for sexual and abuse. The LOB will still be OTHER.

That could be an example of using Policy titles then, if you want the tab to be something different from "OTHER" then create a specialized policy title in the Policy Info section for that carrier

If you link log notes, do you move one out of the list?

Kallen - linking log notes still keeps the number, so 1, 2, 3, etc. but if you open a log that is linked to others, you'll be able to see everything that's related.

Okay, thank you. I was just hoping to be able to cut down the number of logs in the list

will we be able to get a reply of this seesion

The only way to do that is to tell them to stop calling ;)

:)

Yes, we are recording this webinar. If you miss something because you have to step away, you will be able to watch it again! I will email a link to you within 24 hours of the webinar.

what do you click on from tool bar?

General Configuration

got it

be careful with doing that though... if someone leaves the agency, you may not be able to change/delete the client tag if that agent is no longer there.

Good point Jolene. A good reason to mark users as inactive when they leave, rather than deleting them. Then, if you run into a situation like that, your admin can re-activate that user, remove the tag, then make them inactive again.

is there a way to make 1 log note applicable to all policies home, auto. pul etc?

Jackie, can you explain again how your agency can see that contact info alert for say an email? we have a lot of older clients that do not have an email and have a client tag stating that they don't have an email. did you say an alert pops up notifying the agent/csr of this?

Jolene - under Setup>General Configuration, you can turn on the setting for Contact Information Alerts. It isn't specific to email but rather all contact information.

You can also add a required field, which I believe Jackie will talk about shortly

thank you!

Love the F2 key!

there's also a help article that lists out shortcuts. It's under "CMS Keyboard Shortcuts"

is there a cheat sheet for all these short cuts? if so, where can we find it?

Yes, in the help system, which you can get to using the F1 shortcut, and search for CMS Keyboard Shortcuts

so there is no way to auto save from scratch pad to log note without copy & paste

Love that!

love it ! thanks

what is the difference between scrath pad and clipboard

We have decided not using communications when creating log notes. We going directly to log. This is very helpful when running an activity report

how did she get to "add link" again? sorry I missed it!

Kinney - if you copy something, from any application, it's added to your clipboard, not necessarily from the scratch pad. If you copy from the scratch pad it's on your clipboard as well. Does that help?

Kate - the yellow link to client button at the top

How can we get a full replay of this see

this session

Peggy - it will be recorded and sent to you within 24 hours, and also on the HUG website

We will email a link to the recorded webinar within 24 hours.

https://hawksoftusergroup.org/events/webinars-recorded/

It will also get posted on the HUG website

that's the link for ALL recorded webinars/meetings.

What is Masked?

Thank you Jackie!

difference between scratch pad and clipboard

where can we find these short cut you were referring to like F2 etc?

Julian - masked hides the customers PII (Personally Identifiable Information)

Cassandra - there's a help article called CMS Keyboard Shortcuts that lists the shortcuts out

awesome thanks

I don't think you can actually access the "clipboard"... it just saves it until you "paste".

so that you can post it ANYWHERE for just a moment (until the next time you copy) - within MS word, or anything/anywhere you want it

THank you so much. I wish would have had this before going Hawksoft live in October great tools

another great tool is the push pin. for example, if you need the lienholder info for a veh. as soon as you go to another screen, the LH info disappears unless you press the push pin at the top of the pop up. it will hold it in place

If you would like some ideas on how to use the Miscellaneous fields, here are some ideas from the HUG website. Sample Custom Miscellaneous Fields: https://hawksoftusergroup.org/wp-content/uploads/2019/02/200008_Custom-Fields.xls

Is Google Chrome the preferred platform?

What do you all use the miscellaneous field for?

are those misc fields reportable?

Kate - yes they are

Engja - HawkSoft will work with Internet Explorer and Chrome. I'd suggest Chrome since IE is no longer supported

NIPR#'s for producers

I wish we were able to access the insured's policy from HawkSoft

"If you start an action and then decided you don't need it, is there a faster way out than the back button?"

To increase the Font size while you are typing a log, can you repeat the keyboard shortcut.

"The ability to duplicate a client and not just a policy."

so when you add those misc info custom fields, those become options on creating a prospect screen too or only on an existing prospect's client file?

"When you try to forward an E-Mail on an open activity, you are unable to close that activity in the same process."

"I wish you could access docs from within the log workflow (a doc is assigned to you that you have a suspense for, you need to email to someone-you can right click and email but that won't close suspense, you can close suspense and start a work flow to email but you can't grab the doc to attach without printing/saving to PDF elsewhere on your computer-- I realize you can email as attachment and log then close suspense and log but then you have 2 logs instead of 1. And along those lines when you make the 2 logs you have to open them to link them but a right click option to link would be nice."

"Is there anyway I can give CSR's permission to view commissions without giving them permission to change anything."

Hawklink

me too !

Hawklink can be used to access policies through Google Chrome for billing, quoting etc but each user has to map it.

thank you so much!!

Thank you

Thank you everyone. I really got a lot out of this session!

Thank you!

Thank you-great info

thank you!

Thank you! I received a lot of great info from this. Much appreciated!

Thank you

Great information! Thank you

can u search by invoice number ?

Thank you!

Jackie you did a great job. Please be a speaker again!

nice

Thank you ladies this was sooooo helpful

What a great presentation! I've learned so much from all of you, even after using Hawksoft since 2002. Thank you!

Thank you.

thank you

Thank you for everything :)

Thank you.

thank you

Thank you!