Action Menu

• Using the Action menu

• Using the Internal Action Menu

• Customizing the Action Menu

In order to complete this task, user permissions must be set to include:

Client Actions > Action Menu

See User Permissions for more information.

When making an internal change to your database, such as correcting an error, you can select Internal as your first option. See Using the Internal Action Menu.

You can click and drag a corner of the Action Menu to shrink or expand the dialog.

If the breadcrumb Options you have selected on the Quick Log Menu. This populates on the resulting log note. trail at the top of the Action Menu is longer than the width of the Action Menu dialog, it will be truncated to show the most recently selected breadcrumbs. Mousing over the breadcrumb trail will show a tooltip displaying the entire trail.

1. Retrieve a client, and then select the Client tab or a policy tab.

2. Click Action, and then select one item in each of the first three lists to describe what prompted this transaction.

   These three selections will be included in the log note.

   For example:

   • Select Phone > From > Insured when the task begins with a phone call from the customer.
   • Select Mail > To > Company when mailing something to the carrier.

   You can also launch the action menu by right-clicking most places in the client view.
   
   This doesn't apply if you right click in a text field, however, or in an area with its own right-click menu, such as a policy title or the attachments list.
   

3. Make your fourth selection.

   This selection is the action you want to perform.

   For example: Change Client/Policy or Log.

4. Complete the selected action.

   See the menu options described below.

5. Optional: Select another action from the action menu.

6. Click Finish to complete the action.

   The Finalize Log dialog opens.

7. Add comments and activity tags, as needed.

8. Optional: Add a Task and/or Attachment.

   Some actions, such as sending an email, will automatically create an attachment.

9. Click Save Log to complete the transaction.

Action menu options

The following options are available from the Action menu after making your first three selections.

Your fourth selection triggers the "action" or "task" you are performing for the selected client or policy.

The Action menu has built-in shortcuts to make selecting your actions easier. Each Action menu item has an underlined letter in the first or second word to indicate a keyboard shortcut for making that selection.

ACTION MENU ITEM	FUNCTION
Change Client/Policy	Make a client or policy change in HawkSoft. See Change Client Information or About Policy Statuses: The life of a Policy for more information.
Change Policy Status	Make a change to the status of a policy. This option is available only when a policy is selected. See About Policy Statuses: The life of a Policy for more information.
Claims	Add or edit a claim on the selected client/policy.
Log	Create a log note without making changes to the client or policy. SeeCustomize Log Note Templates to learn how to create templates with pre-defined text to add to a log note.
Trust Accounting	Access Customer Accounting: Customer Receivable, Payment Processing, Processing an NSF Invoice .
Quote/Export	Export policy information to a Rater or Carrier website. This option is available only when a policy is selected.
Scan	Launches the Scan Utility.
Print/Create	Access printable materials such as ID card, binders, certificates, letters, ACORD forms, etc. See Print/Create Client and Policy Documents for more information.
Inquiry/Website	Launches the carrier Website. This option is available only when a policy is selected. See HawkLink Overview to learn how to request quotes from carriers quickly and easily from withing HawkSoft.
Send Email	Create an email to the insured, carrier, or other contact.
ACORD Forms	Access ACORD forms.
Insert Policy	Insert a new Policy. See Insert a Prospect: Sales Pipeline for more information.
Duplicate/Remarket Policy	Duplicate an existing policy for the purpose of remarketing. See Rewriting/Remarketing a Policy — Quick Steps for detailed steps. This item requires the Duplicate Policies permission.

The Internal Action menu can be used for transactions that don't begin with an external request. For example, you might need to fix a typo in a client. You will find some options are only available from the Internal menu, such as Move Policy.

1. Retrieve a client, and then select the Client tab or a policy within that client.

   Different menu options are available for Client vs policy.

2. Click Action, and then select Internal.

3. Make your second selection from the Internal Menu options.

   This selection is the action you want to perform. For example, Archive Policy or Merge Clients.

   See the Internal menu options below.

4. Complete the selected action.

5. Optional: Select another action from the action menu.

6. Click Finish to complete the action.

   The Finalize Log dialog opens.

7. Add comments and activity tags, as needed.

8. Optional: Add a Task and/or Attachment.

   Some actions, such as sending an email, will automatically create an attachment.

9. Click Save Log to complete the transaction.

You can customize the Action menu by determining default menu options and adding or removing items from menu lists.

To set default menu options

HawkSoft enables you to set the default selections in the Action Menu to options you use the most. For example, if you receive mail more often than phone calls and you receive mail primarily from carriers, you can set your Action Menu to default to Mail > From > Carrier.

Your default menu options are highlighted when you open the action menu, and you can press Enter to select them.

1. Open the Action Menu.
2. Right-click on a menu item that you want to set as your default.

3. Select Set Default.

   Next time you use the Action menu, this will be your default.

To remove a default, right-click on the menu item, and then select Clear.

To customize the menu lists

HawkSoft enables you to add or remove items from the From/To list by selecting Customize Lists from the  Setup menu.

For example, you might want to add "Cert Holder" to your From/To menu so you can document "Email to Cert Holder" when sending certificates.

See Customization Options for instructions.