Customization Options
HawkSoft offers a variety of ways to customize your management system to suit your agency's workflows.
The following articles are intended to help you customize lists and menu options throughout your HawkSoft, the main toolbar, agency announcements on the start page, import your agency logo, and more.
Customize Lists and Menu Options
HawkSoft CMS includes a variety of menu and drop-down lists that provide options for managing your client files and policies. This article describes how to customize the menu lists available from the Action menu and from several drop-downs throughout HawkSoft.
Customize the Toolbar
The main toolbar in HawkSoft contains several buttons which provide shortcuts to perform common transactions in HawkSoft. You can customize the toolbar by adding buttons to provide additional shortcuts for common tasks performed by your agency, and you can remove buttons that your agency doesn't use.
This article explains how to customize the toolbar for your agency by adding and removing buttons for Action menu related tasks.
See My Workstation Settings and External Tools to configure button shortcuts to websites or programs (applications), such as a calculator tool or a real estate mapping website, etc. for your own workstation.
Agency Announcements
HawkSoft enables you to create customized announcements on your Agency's Start Page. You might want to use the Announcements section to display agency news, company goals, and events for your staff.
HawkSoft provides a template to help you get started customizing your announcements.
Agency Logo
HawkSoft enables you to import your agency logo to be included on invoices generated by HawkSoft, ACORD ID cards (other than state specific), correspondence, and on your agency's HawkSoft Start Page.
This article describes how to import your agency logo into HawkSoft, configure your logo to display in HawkSoft, and add it to documents.
Client Custom Field Setup
Your agency administrator has the ability to create custom fields for the Custom Fields tab on the client file. These fields provide an opportunity for you to enter client information that is not included in any of the standard fields found in the Edit Client/Policy dialog.
Correspondence Templates
HawkSoft provides a variety of ways in which users can correspond with customers, prospects, and other contacts entered into the HawkSoft database. Your staff can create emails, letters, memos, proposals, the Policy Overview, and text messages from within HawkSoft.
These topics provide instructions to help you create templates to standardize each type of correspondence generated by your agency and how to insert merge fields into the templates to pull relevant information from clients and policies.