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HUG Workshop - Spring Training - HawkSoft for New Users - Shared screen with speaker view
Amelia Jach
21:44
colorado
Kelly Endicott
21:46
Ohio
Alicia Honigford
21:49
Ohio!
Jennifer Thompson
21:51
wisconsin
Christy Patterson
21:52
Oregon
Noemi Rodriguez
21:53
Oregon
Shanan
21:59
Virginia
Shanan
22:11
Raining a lot
iliana
29:13
East Texas here!
masterson
29:28
Mary Materson, Center, TX kinda rainy today!
Linda Williams
29:46
Linda Florida and Sunny!
Nathan McComsey
29:47
Good afternoon. We're in Virginia!
dcalcagino
30:12
South Florida and it is HOT today!
18488_klingle
30:22
Brittany Lambert- Flowery Branch, GA Rainy with wind and hail. - My camera does not work.
Karen Speck
30:34
Saint Augustine FL
Alness Ins Services
30:38
Southwestern Minnesota and it is snowing lightly right now!
Wendy Lawlor
30:46
Good afternoon from cloudy central NY!
Prosh
31:02
Kara from Washington State 60 degrees today and sunny
Claudia Carrillo
31:22
Claudia, El Paso, TX - Nice and Sunny
Wendy Lawlor
31:23
Crocus are up
Shanan
31:48
Buttercups are beautiful here but thats about it
Kayla
32:47
Brookfield MA
Robbie
32:50
Hello from VA
Kate
32:58
Hi from KC!
Noemi Rodriguez
33:23
Greetings Everyone!
Noemi Rodriguez
36:31
https://2021hugnationalconference.eventbrite.com
Trisha
45:15
YAS
Noemi Rodriguez
01:02:19
How do you like to group attachments?
Jennifer Thompson
01:03:01
I like to group by category too
Wendy Lawlor
01:03:03
Love category search
Shanan
01:03:09
effective date
Kate
01:03:26
are the categories user specific or would that change it for all users if you group by categories?
Wendy Lawlor
01:03:42
Categories are set up and used by all users for all clients
Wendy Lawlor
01:04:27
view is only you, but setup is everyone
Noemi Rodriguez
01:05:10
Thank you Wendy Lawlor ;)
Amelia Jach
01:09:50
raise your hand!
Karen Speck
01:10:05
When changing the preference is it perm
Karen Speck
01:10:31
Ok ty
Anita C
01:10:51
Yes
Karen Speck
01:10:53
yes
Sean Andrew Womack
01:10:56
Yes
KimberlyA
01:10:57
Yes
Robbie
01:10:57
yes
Alness Ins Services
01:10:58
yes
18488_klingle
01:10:59
yes
Katherine Koller
01:11:01
yes
Lyndsey Schroeder
01:11:02
yes
William Smallwood III
01:11:02
yes
Kayla
01:11:09
yes
Kara Peoples
01:11:11
yes
Shanan
01:11:21
sorry yes
Noemi Rodriguez
01:11:23
Thank you all!
cs3
01:21:38
hi
Noemi Rodriguez
01:22:14
Hello cs3, thank you for joining!
Noemi Rodriguez
01:29:04
Note: If you wish to require certain fields as an admin, you can access Setup icon and access Required Fields on left tab section.
Noemi Rodriguez
01:35:40
Note: The information you enter, can flood into ACORDs and be exported to a rater or website. The more you enter, the better.
Clara
01:41:57
Once "Prospect" has converted to client just switch status to client and update policy nfo?
Zakaria Shafqut
01:42:20
If I want to attach a quote letter when setting up client, can I do that when setting up or would it be through attachments? I am sorry my internet has been breaking so you might have explained it and I didn’t get that
Karen Speck
01:42:22
The box that comes up after you add the name, the little box that has the ID Card, X dates etc Do you need to check those boxes.
kinney
01:42:23
will any of the info in client screen that have filled out flood to ezlynx or wherever starting a quote?
Jennifer Thompson
01:45:07
can you explain difference between append, close and add log so they all link together.
Matt_
01:47:22
how does our emails get integrated?
Amelia Jach
01:47:30
https://www.youtube.com/watch?app=desktop&v=wJEpOnVnH6c&feature=youtu.be
Amelia Jach
01:47:40
that's the link to the hawklink webinar recording
KimberlyA
01:48:17
Is there any way to set up "folders" under attachments to keep certain attachments together.
Amelia Jach
01:48:39
and here's a link to ALL recorded webinars:
Amelia Jach
01:48:41
https://hawksoftusergroup.org/events/webinars-recorded/
Noemi Rodriguez
01:49:00
Kimberly, if you create categories, those categories will be organized together.
KimberlyA
01:49:21
Thank you, Noemi
Noemi Rodriguez
01:49:27
You're very welcome!
Karen Speck
01:49:54
can you display that webinar again?
Noemi Rodriguez
01:51:09
Karen are you referring to the HawkLink Chrome Extension webinar?
Karen Speck
01:51:30
yes
Noemi Rodriguez
01:51:54
We can definitely request from our team. We do have the recording at this time: https://www.youtube.com/watch?app=desktop&v=wJEpOnVnH6c&feature=youtu.be
Noemi Rodriguez
01:52:13
More than happy to request another webinar to be scheduled ;)
Kate
01:54:18
is there a training video or an article on how to customize the tags as admin?
Kate
01:54:48
thanks :)
Noemi Rodriguez
02:01:07
Note: CTRL+ALT+N will open new window
Kate
02:02:00
Being able to customize client tags and colors!!
masterson
02:02:08
Log templates where pencil will fill in
Wendy Lawlor
02:02:19
customize column views on policies
Shanan
02:02:20
highlighting more in notes
Kate
02:02:31
also changing types of sources
Katherine Koller
02:02:33
Thank you so much! Very helpful!
Kate
02:02:35
customizing*
Anita C
02:02:37
That we should be adding prospects to Hawksoft.
William Smallwood III
02:02:40
client tags
Zakaria Shafqut
02:02:47
logs
Amelia Jach
02:02:53
new search experience!
dcalcagino
02:03:02
The underline letter is a keyboard shortcut
Shanan
02:03:21
adding prospects is a good
iliana
02:03:29
Well I for sure will be using a lot of these keyboard shortcut for sure!!!
Kate
02:03:42
the underlined letter shortcuts are awesom
Shanan
02:03:56
I so appreciate the review
Karen Speck
02:04:02
Thank you. Very Helpful
masterson
02:04:07
Thanks!!
Zakaria Shafqut
02:04:10
thank you so much
KimberlyA
02:04:10
Masked and Unmasked
Alicia Honigford
02:04:12
Thank you!
Kate
02:04:13
Thank you ladies!
Kelly Endicott
02:04:13
Thanks Christy & Noemi!!!! YOU GUYS ROCK!
cs3
02:04:18
Thank you
iliana
02:04:27
THANK YOU LADIES!!!!
Kara Peoples
02:04:42
Thank you, very informative
KimberlyA
02:04:46
Thank you~
Karen Speck
02:04:49
Thank you
William Smallwood III
02:04:57
thank you
Kelly Endicott
02:04:58
Thanks for attending!