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). More detail and videos on these items can be found on the What's New page for each release in the HawkSoft Help Portal. 

 

July Release Highlights

 

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June Release Highlights

• Task status on logs: It's now easy to see the status and due date of the tasks on a log note without clicking into each task. 
• Task count displayed: The title bar in the Task Center now displays the count of Tasks that are due. 
• Uprate Alert tasks: 
  • The Uprate Alert download task rule has been replaced by new Rate Increase threshold options when creating task rules for Renewals or Renewal Quotes.
  • This helps prevent duplicate tasks created by downloads, and provides flexible options for creating multiple rules based on premium increase or decrease. 

• A new Home Underwriting Report under Quick Reports > Policy includes columns for many common home underwriting fields. 

• Several enhancements have been made to the Contacts Information screen and the People tab on the client view, making it easier to filter and find desired contacts in a list. 

 

See release notes for all 6/26 items

 

 

6/19

• The new column layout icon in the top right corner of the Attachments tab allows users to customize the order of the columns to display the information that is most relevant to them first. Click the column headers to sort the attachments by that column!

• On the Locations screen in a policy, users may now import and export locations and buildings via a CSV. This reduces the need for manual data entry when adding or updating locations. 

• In Agent Commission Rules, a new Agent Rules History button allows users to view the history of changes made to agent rules in the last 90 days. This makes it easier to see what recent changes have been made and which user made the changes. 

 

See release notes for all 6/19 items

 

6/12

• Overdue tasks: When viewing the log list on a client, logs with overdue tasks now display with red text, similar to how they display in the Tasks tab. This makes it easier to identify logs with overdue tasks at a glance. 
• Voided logs: these logs no longer display with red text or icons to avoid drawing undue attention to these items.

• The Policy Renewal Report now has an option to include policies with Cancel (pending) statuses, allowing users to find policies that are currently active but have a pending cancellation. ​

• On commercial clients, the Business Type is now displayed above the Business Name. Clicking the Business Type or the building icon will display the Company Information details, including FEIN and NAICS.

 

See release notes for all 6/12 items

 

 

6/05

• The logs displayed on the Policy Information tab on a client are now more consistent with the behavior on the Logs tab, allowing users to view all logs, search, and filter. More on policy view

• Data Replace: Users can now update certain Policy Statuses/Sub-statuses on policies in bulk via Data Replace, as well as Status Date. This allows agencies to mass update policies for common needs, such as updating Expired policies to Replaced or DeadFile. More on Data Replace
• Dwelling deductible: On the Home Common Coverages Report, if a policy has no deductible on the Dwelling coverage, the standalone Dwelling Deductible will be displayed instead, if one exists. This helps with carriers that may include the deductible in this field on the download. 
• Launch clients in existing tab: When launching a client from a report, the first instance will open in a new client tab. Subsequent clients from the same report will now open in that tab, rather than creating new tabs. More on Quick Reports

• Data export: Under Data Export in Agency Setup, admins may now select to export data for only specific clients (rather than all clients) by uploading a spreadsheet of the desired clients. More on data export
• Calendar: On date fields, the calendar date picker now displays a few days of the previous and next month, making it faster to select an upcoming date without clicking to another month. 

 

See release notes for all 6/05 items

 

May Release Highlights

5/29

Select Default Client Detail Tab

• Users may now set which client detail tab is displayed by default when the Client tab is selected. This allows users to start on the tab they use most often, reducing clicks to navigate to the desired tab. 
• This option can be set by clicking on the filter icon on the client/policy bar and selecting Preferences. ​More on client view

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See All Carrier or Vendor Contacts When Sending Email

• When sending an email in HawkSoft via the Action Menu, on the Recipients screen there is now an option to view email addresses from all vendors or carriers if desired. More on sending email

 

See release notes for all 5/29 items

 

5/22

• When reassigning or deleting agency tasks in bulk from the Task Center, there are now additional filters to search for tasks by office, application type, and non-client tasks. This makes it easier to identify the correct group of tasks to update. More on agency tasks

• When uploading an attachment, typing in the Description or Category field now displays the items that start with the typed characters first, before the items that contain those characters. More on attachments

• Users may now click and drag to scroll through the client/policy tabs and detail tabs on a client, in addition to using the arrow keys.

 

See release notes for all 5/22 items

 

5/15 Release

• Enhancements have been made to how attachments and tasks are displayed on log notes. Attachments now display more file information and are separated from Tasks.
• There is now a new setting on the log view to display the attachments and tasks as a list if desired, rather than buttons. This makes it easier to view logs with a large number of files attached. More on log note view options

• In the Task Center, tasks may now be grouped by Client Office for both My Tasks and Agency Tasks, allowing users to more easily view tasks by office.

• When launching a client from a report, the selected row is now highlighted. Users can move the highlighted row in the report by using the arrow keys, or hit Enter to launch a client. This helps users keep their place when working through a report. More on reports

 

See release notes for all 5/15 items

 

 

5/08 Release

• Log text colors: When creating a log note or template, users may now change the text color or highlight color by selecting one of the provided color options. This allows users to create visual distinction or use color coding inside log notes. More on creating log notes
  • ​Text and highlight colors are not currently displayed on logs migrated from HawkSoft 5, but we are evaluating ways to address this in the future.
• Filter Internal logs: There is a new filter option in the log list for Internal logs, allowing users to display or hide them in the log list as desired. More on log view options

• Company Payables and Agency Revenue reports now include columns for office, agent details, payable details, agency revenue details, and more. These reports can be filtered by office or bank. More on trust accounting reports

• Users may now perform batch actions (batch email, logs, client tags, and data replace) on reports that are shared to them, providing more functionality on shared reports. These actions remain dependent on the user's Batch Actions permissions. More on shared reports

 

See release notes for all 5/08 items

 

 

5/01 Release

• A new setting under My Workstation Settings allows you to view the Task Center in a tab inside HawkSoft rather than in a separate window if desired. More on managing tasks
• This makes it easier to move between tasks and other areas of HawkSoft for workstations with a single screen. 

• When creating a log note from the Task Center, users can now drag and drop attachments into the log note. More on Task Center
• NOTE: Emails dragged from New Outlook will still need to be downloaded first.

• The new keyword search bar on unreconciled commission statements allows users to search and filter transactions by the insured's name or policy number. This helps users quickly find specific transactions in the list. More on reconciling commission statements

 

See release notes for all 5/01 items

 

April Release Highlights

4/24 Release

• Close multiple tasks: Users with permission can now close multiple tasks in the My Tasks list at once by selecting the checkmark to the left of each task and using the Close Tasks button. 
• Users may add text to be appended to the log notes associated with the selected tasks. More on closing multiple tasks 
• Task closure info on log notes: When closing a task, the task information (including the task title, category, creator, and assignees) is now automatically appended to the associated log note. This makes it more clear which task was closed without extra clicks. More about task info on logs

• Users may now add columns for Total Commission (dollar amount), Commission Count (number of reconciled transactions), and Last Commission Reconciled (date) to any policy report, providing more flexibility in viewing commission data alongside other report data. More on working with reports
• Users must have the permission for Viewing Commission Transactions on Clients to access these columns.

• Users can now filter the log list by activity tag. Simply search for the desired activity tag in the search bar on the log list to view logs with the selected tag. More on searching and filtering log notes

• User Setup: When converting a Tracking Only user to a normal user, there is now a dropdown to add a permissions template to the user if desired. More on managing users
• Download attachments: The most common attachment types (including carrier downloads, PDFs, and image files) now open in HawkSoft's new attachment viewer. This resolves the recent issue with downloading PDFs from AL3s, eDocs, and Claims. More on viewing download attachments

4/03 Release

• 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