Forms Link to Specific account when submitted
A
Alina Reed
When a link to a form is emailed to a specific Account, the form automatically recognizes which account clicked the link, and attaches the submission to that same account.
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L
Lisa Soler
This would be of great help to our agency and our workflow!!!!!
P
Phillip Esparza
Hawksoft User - This should definitely be available. Our Insurance Agency App has this capability, it also allows the Agency to setup task rules in Hawksoft to automatically assign a task. It would also be helpful to have the "printed entry" already attached as a pdf on the initial email notification. This would eliminate steps to where the agency could simply drag and drop the pdf of the entry right to the corresponding policy.