This page lists highlights of the most important features and enhancements that have been released this quarter to users on HawkSoft Cloud deployments (HawkSoft 6).
April Release Highlights
4/03 Release
Activity Tags
- When adding activity tags to a log, a new search bar allows users to filter activity tags using search terms. This makes it faster to find the desired tag. More on activity tags
- Shortcut keys are also available for this workflow. Users can press Alt+A to search, arrow keys to navigate through the results, and Enter to select a tag.
See release notes for all 4/03 items
March Release Highlights
3/27 Release
Tasks
- When editing or closing a task in the Task Center, users can now create or append a log note directly from the task, rather than needing to open the client. More on Task Center
Accounting
- When creating a client statement, there is a new option for All Open Items. This includes open invoices, partially applied and unapplied credit memos, and payments. More on statements
Quick Reports
- The new Line of Business Policy report in Quick Reports allows agencies to run a policy report for clients that have or are missing specific LOBs and then summarize based on policy fields like Carrier. More on Quick Reports
3/20 Release
Additional Interests
- When creating an Additional Interest on a policy, there is now an option to add it to the Additional Interests database if there is not yet an entry with that name and address. More on Additional Interests
- This allows users to more easily update the Additional Interest database utilized by all users.
- This option is also available in the certificate workflow under the certificate holder.
Other
- Multiple bug fixes and minor enhancements to downloads, reports, accounting, commission, agency setup, and more.
See release notes for all 3/20 items
3/13 Release
Manual Commission Statements
- When creating a manual commission statement, users may now add a total commission paid amount for the statement. More on creating manual statements
- This amount and the current total of the transactions entered on the statement are now both displayed on the statement, helping users track the transactions entered against the total.
Agency Tasks
A new "Customize View" button in Agency Tasks allows each user to customize their own view and task date ranges. More on Agency Tasks- The number of days shown in the Due, Created, or Done columns can be changed.
- A column can be added for a custom date range of up to 30 days.
Other
- Client Search: Business Name now always performs a "contains" search, while First/Last Name searches follow the selected radio option for "Starts With" or "Contains." More on search
- HawkLink: The HawkLink extension is now available in Microsoft Edge, in addition to Google Chrome! This option can be selected in User Preferences > Website, as well as in Carrier Setup for website links configured in the carrier. More on HawkLink
- Tracking Only users: There is now an option to convert a Tracking Only user to a normal user from the user profile, rather than needing to delete and re-create the user. More on editing users