Customize Lists and Menu Options Overview

Every transaction your agency users process in HawkSoft using the Action menu creates a log description of what prompted the transaction. The From/To Option menu contains the different options to describe who prompted the transaction and the recipient of the action.

For example, if a user receives a call from an insured which drives an action in HawkSoft, the user will select Phone > From > Insured from the Action menu.

This menu does not appear when processing an "Internal" transaction.

See Customize Action Menu From/To Options for detailed steps.

Activity Tags are agency-customizable key words that users can add to logs to give additional context around actions taken or the customer interaction. At a glance, you can see trends in the types of logs created on a client.

This list includes activity tags that are available to users in your agency when creating a log note. See Customize Activity Tags.

Attachments can be filtered by various criteria in the client, including Description, Type, Category, and User. You can assign a category and description to an attachment when adding it to a client file or when modifying an existing attachment. See Customize Attachment Categories and Descriptions.

This list includes each of the Cancellation statuses and default sub-statuses available from the Action menu. You can add additional sub-statuses as needed. See Cancellation Sub-Status Setup for detailed instructions.

You can add or modify tag categories as needed. This list is available when adding a Client Tag from the client view screen or when adding a log note. You can also set a category to show a pop-up notification when you open a client. See Custom Client Tags for detailed instructions.

This list includes liability hazard classifications and class codes. The full list is available when adding a hazard on certain types of commercial lines of business, for example, CGL and BOPGL. The entire list can be copied from the Internet and pasted into HawkSoft. Individual entries can be added, edited, or deleted. See Commercial Hazard Classifications and Class Codes Setup for more information.

Your agency can create Customize Log Note Templates which can include a description and log details to ensure your agency is creating consistent log notes. This list of template options is available when you click the template icon on the Create Log or Finalize Log dialog. See Customize Log Note Templates for detailed instructions.

This list includes each of the Sales Pipeline statuses and default sub-statuses available from the Action menu. You can customize the sub-statuses as needed. See Sales Pipeline Configuration for detailed instructions.

A list of sources for marketing strategies used with new clients and/or new policies. This list is available from both the Name and Address screen and the General Policy Information screen. To learn how to configure this list, see Customize Sources. See Name and Address Information or Policy Information to learn where the Source list appears for your staff.

A task category is a custom keyword label that enables your agency to easily organize and filter tasks. Once you have created categories for your agency, users can select a category from a drop-down list when creating a task. See Task Categories and Templates.

Types of Claims are available from the Type of Claim drop-down list when adding or editing a claim on a policy. Types of claims are a brief keyword(s) that describe the claim and can serve as a way to track claim types in your agency when you run Claims Reports.