In addition to customers and prospective customers, HawkSoft can be used to store information for any of the following types of contacts:
- Vendors
- Personal Contacts
- Agent/Employee Information
- Agency Contacts
- Emergency Contacts
- Carrier Information
- Other types of contacts
Entering these types of files enables you to easily store information and documents for these contacts. To protect sensitive business or personal information, HawkSoft enables you to set User Permissions to determine the client types each user can view.
Required Permissions
In order to complete this task, user permissions must be set to include:
Client Access: You must have permission to the Client Type you are inserting
Client Actions > Insert Client
See User Permissions for more information.
Insert an "All Other" client file type
- Click Client > Insert > All Other from the main HawkSoft menu bar.
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Select the type of contact from the All Other menu.
The Insert Client Only dialog opens.
For a New Carrier file type, the Insert Policy dialog opens. See Inserting a New Carrier Client for more information.
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Complete the Client/Policy Information screens, as needed for the type of client you are inserting.
Not all fields on the Name and Address screen are relevant to the "All Other" client file type, for example, Customer Type, Producer, CSR, or Source.
Click the
at the top of any screen to access available help. -
After setup is complete, click Finish.
The Finalize Log dialog opens.
- Add log comments and create a Task as needed, and then click Save Log.
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