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).

See the Known Issues section of this page for notes on issues in HawkSoft 6 that HawkSoft is aware of, as well as alternate workflow suggestions.

 

December Release Highlights

12/12 Release


Commissions
  • Details on Agent Paid Statements: When viewing the Agent Paid Statements report, users can now drill down into each agent to see transaction details. More on Agent Paid Statements
  • Enter policy number on transactions: When creating a commission transaction, users may now enter a policy number if desired. This will automatically search for and match the transaction to that policy if found. More on manual commission transactions
Policy Dates on Tasks
  • Effective, Status, and Expiration Dates may now be added as columns in the Task Center, which assists agencies in prioritizing tasks based on policy dates. When viewing a task associated with a policy, these dates are now displayed in the task details. More on Tasks
Quick Reports
  • Prospect/Lead Policies report: A new Quick Report for All Prospect or Lead Policies allows users to start a report with only these policies. 
  • Filter by office: The All Clients/Policies reports and Active Clients/Policies reports may now be filtered by client or policy office.
  • More on Quick Reports
Other
  • Delete text conversations: In HawkSoft Text Messaging, users with texting administrator permissions may now delete conversation threads if needed, which will remove the selected messages for all users. More on processing text messages
  • Book of business export: In Agency Setup > Settings, a new tab for Book of Business Sale allows admins to export specific client/policy data for a partial book of business sale to a non-HawkSoft agency. More on exporting agency data

 

 
 
 

12/05 Release

Tasks
  • Append log from a task: While viewing or editing a task on a client, users may now append to an existing log note. This gives users the option to quickly update a task without creating another log. More on Tasks
  • Closure notes: The Closure Notes field has been removed from tasks, as users may now simply add a log or append to an existing log.Closure notes on prior tasks can still be viewed on the task history. 
  • Task options: When editing a task, the Description and Due Time fields are now collapsed underneath More Options unless one of these fields has been filled out. This prevents users from mistakenly adding info in the description field instead of the log note. 

Other
  • Data Replace: The carrier may now be updated on policies in bulk using data replace in Quick Reports. More on Data Replace 
  • Manual commission transactions: The screen for entering manual commission transactions has been streamlined, making it faster to create transactions. More improvements to this workflow are coming soon! More on manual commission transactions


See release notes for all 12/05 items

 


November Release Highlights

11/21 Release


Miscellaneous

  • Multiple bug fixes and minor enhancements to accounting, commissions, reports, downloads, carrier setup, and more.

 

See release notes for all 11/21 items

 

11/14 Release


Assign users from office profile

  • For agencies with multiple offices configured, users can now be assigned to an office from the office profile, as well as the user's profile. All users assigned to an office can now be viewed from the office profile, making it easier to view and assign the office for multiple users at once. More on multi-office setup


New Quick Reports

  • The Policies Added and Policies Sold reports found in Agency Intelligence are now also available as Quick Reports, allowing users to save summarized versions as templates. 
  • A new Status Change report finds policies with any policy date field that falls in the specified range, making it easier to run reports for new business or changes. More on Quick Reports


Print invoice with applied credits

  • When printing an invoice, there are now options to print the original invoice, or print with currently applied credits. A log will automatically be created upon printing. More on invoices

 

See release notes for all 11/14 items

 
 
11/07 Release
 
Data Export Enhancements
  • In Agency Setup under Settings > Data Export, the data export workflow has been enhanced to make it easier to manage data exports and save or import them to other systems. More on data exports
  • Admins can now run a single data export for all selected items at once, with data exported to SQLite file(s). Text messaging data remains as a CSV export. ​
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Tasks Enhancements
  • Agency Tasks: Agency Tasks now remembers the last used "Group By" and column sorting selections. More on Agency Tasks
  • Tasks workflow video: Our new informational video provides examples of how to use tasks and log notes together in different agency workflows.
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Other Enhancements
  • Type in date picker: Tasks, Quick Reports, and other areas now allow typing in the date field in addition to the date picker calendar, similar to client edit fields. If no year is entered, the date will default to the current year. This makes it faster for users to enter dates via keyboard. 
  • Unmasked data in Quick Reports: Columns for unmasked Social Security Number and Driver's License Number may now be added to Quick Reports by admins and users with permissions. More on working with report data

 

See release notes for all 11/07 items

 

 
 
 

October Release Highlights

10/31 Release

Activity Reports

  • On activity reports, columns can now be added for Agent 1/2/3, CSR, and Producer. This gives agency managers more options for filtering and summarizing the report by role, and provides more insight into user workload. More on working with report data

 

Trust Accounting Reports

 
 
Task Counts on Start Page
  • The Tasks widget on the start page now has a button to refresh the task counts on demand, and displays when task counts were last synced.
 
 

Other enhancements

  • Multiple bug fixes and minor enhancements to trust accounting, agency setup, client view, reports, tasks, and more.

 

See release notes for all 10/31 items

 

10/24 Release

Merge clients
  • In the Action Menu, users may now select Merge Client to move all client data, policies, and attachments to the selected client. Watch video & learn more
  • The original client is archived and a log is created on the updated client with a summary of all items that were moved. 
  • Additional data is now merged, including contacts, personal profiles, COIs, accounting and commission data, and more. 
 
Batch logs & tasks
Users may now add log notes, as well as tasks and client tags, to multiple clients/policies in a Quick Report at once from the Batch Actions menu option, providing significant time savings compared to adding these to individual clients/policies. More on batch logs

  • To start a batch log, select the desired rows (or all rows) of a Quick Report and select Batch Actions > Batch Log in the options menu. 
  • From here you can add the log (as well as any desired tasks, activity tags, or client tags) that you wish to be created on each selected client/policy. 
  • To see previous batch logs that have been performed, go to the Batch Log Report in the options menu of the Quick Reports dashboard. 
 
Data replace enhancements
  • Selecting a carrier is no longer required to replace Policy Title and Policy Form, allowing users to replace data across multiple carriers at once. The dropdowns for these fields now display all possible values across carriers. More on data replace
  • Default Policy Title is now included as an option in the Policy Title dropdown.
 
Domain access management 
  • The new Domain Access Management area under Agency Setup > Settings allows admins to limit all or selected users to log into the HawkSoft desktop application from desired domains only. Learn more

 

See release notes for all 10/24 items

 

10/17 Release

Commission enhancements

  • Agent Paid Statement PDFs
    In Commission Processing under Agent Paid Statements, a new Print Statement option allows managers to download statements for agents in a printable PDF format, in addition to CSV format. More on agent paid statements
  • Reference numbers
    Commission statements now display unique identifier numbers, so that users can easily reference a specific statement. 

 

HawkLink enhancements

A number of enhancements have been made to HawkLink to improve ease of use. Learn more about HawkLink

  • Website button
    The Website button in the toolbar will now be displayed as HawkLink in scenarios where HawkLink would be launched by clicking the button, if the user has their Website preferences set to HawkLink for Google Chrome (under User Preference > General Preferences). There are no changes to the functionality of the button.
  • Disable HawkLink on a page
    The HawkLink mapping tool may now be closed/disabled on a specific browser tab if desired, in addition to minimizing the tool.
  • Pause/Play buttons
    New buttons in the mapping tool allow users to pause HawkLink from mapping data to a page until desired.
  • Mapping enhancements
    Enhancements have been made to allow HawkLink to map data to additional types of websites and fields.

 

Other enhancements

  • Consolidated name fields in search
    In Client Search, there is now only one field for First Name, Last Name, and Business Name, making it faster to perform a search across all name fields.
  • Attachment icons 
    Attachments now display icons next to them in the attachments list and on logs and tasks, making it easier to see what type of attachment they are at a glance (email, PDF, spreadsheet, etc)
  • Log row numbers
    In the log note options menu, users may now enable row numbers in the log list if desired. Row numbers are intended for temporary reference only, as the number on a log can change if logs are copied, moved, etc.
  • New trust accounting eLearning course
    A new interactive eLearning course is available specifically for trust accounting workflows in HawkSoft 6. This course is designed to help agencies moving from prior versions of HawkSoft to HawkSoft 6, and will highlight the new features in Trust Accounting. View course here

 

See release notes for all 10/17 items

 

10/10 Release

Additional address columns on commission reports
  • Additional address fields may now be added as columns on all commission reports, including policy state and client address fields such as mailing state, mailing address, physical address, physical state, and physical zip code. This makes it easier to report on commissions per state or region. More on commission reports


Other enhancements

  • Additional bug fixes and minor enhancements to Accounting, Agency Setup, Commissions, Reporting, Tasks, and more.

 

 
 
 

 

 

Known Issues in HawkSoft 6

These are current issues in HawkSoft 6 that HawkSoft is aware of and will be deploying fixes for. These issues do not need to be brought to HawkSoft's attention, as fixes are already in progress. Issues include workarounds that can be used in the interim where applicable. 
 
 

Agent Portal 

  • When searching, there is no minimum required number of characters. Users may find that if they search for single letters or numbers, their search results will take longer to load, and their Matched On section may be very long. This will be resolved in the future by having minimum character counts for these fields, similar to HawkSoft search. 
  • Mobile – when searching, the back to top button can cover the select button on result cards. Users can tap anywhere on the result card to access the client, but they may not know this at first. 


Virtual Printer

  • When running multiple different versions of CMS and attempting to use the Camera icon in HawkLink to send an image to the Virtual Printer, users will still see the Virtual Printer for the last opened version of CMS, which may not be the version they are attempting to print to.  Use the Printer icon instead. This will prompt which version of CMS we want to Virtual Print to. 

 

Logs 

  • Right-clicking logs will not bring up a menu (Context Menu). 
  • If an attachment was added to a log when saved and you are on the log list, the attachment paperclip icon does not appear on the log list until you refresh the client.
  • When attaching a file to a log after the first, an error is displayed if the file path is the same, but they are different files.
    NOTE: This only happens if you drag in a file, delete that file after uploading, then add another file to the same location with the same name and try to drag that file in. 
  • Move log is not an option when viewing a log from the policy information (GPI) screen. 
  • Logs migrated from HawkSoft 5 with color added to them are not displaying the color in HawkSoft 6. 


Client View 

  • Not all screens respect HawkSoft themes (dark mode). 
  • Hazard location may not display if it is left default. A workaround is to enter a value other than default. 
  • Most Recently Used (MRU) list in the left side panel is not always in the right location on the panel.  Some users may see it at the bottom of the left panel.  Logging out and back in will resolve this issue. 
  • In the HawkSoft 6 Sandbox, setting the zoom level above the supported 1080 x 720 resolution will cause odd behaviors, due to the banner at the top of the screen.


Reporting 

  • There is no keyboard navigation in Report Viewer. 
  • Clicking & dragging the scroll bar causes the screen to jump around. 
  • Batch Envelopes are not currently available. Users may export these via CSV and perform a mail merge in Word.


Accounting 

  • When summarizing a customer accounting report by phone number, if a client does not have a phone number, you will not be able to select it. 
  • On first launch of the “Create Agency Check” in the Agency Revenue workflow, the agency will not be automatically added to “Pay to the order of.”  Close this dialog and start it again to flood the agency name properly.  
  • When the only action you do is create a client statement (or it is the first action), the resulting log will be on the client tab, regardless of where you started the action.
  • If you select “edit refund” when issuing credit, the payee will be removed. You can select “view details” and input the payee to continue with the refund.  
  • If you select “edit refund” when issuing credit, edit some credits, then hit cancel, you will not be able to finish the payment. You can resolve this by hitting “done” when editing the refund.
  • If an error occurs when exporting to QuickBooks, it is shown as “Not Transferred” instead of “error” on the Trust Accounting Reports. 
  • When on a payment and typing a custom value for what to apply to selected invoices, tabbing out of that field will cause the value to revert to what it was previously. 
  • When applying an office filter to a Trust Accounting Report, selecting “clear” does not clear the filters selected. 
  • During the payment processing workflow, if client credit is selected as the “overpayment” option, the resulting documentation preview does not properly add up (but the created log does).  
  • When creating an NSF invoice, the Additional Agency Charge section will show an error if it is interacted with, even if the error is corrected.  
  • If you do not have permission to build agency revenue reports, you will not see a pop-up telling you that you don’t have permission. 
  • For an agency that has User Permissions by Office enabled, when running a Trust Accounting Report as a non-admin: if you select some items and switch which office you are looking at, the selection remains across both offices. 
  • When summarizing a trust accounting report, if you refresh the report and try to export the report to CSV, it will include all the results, instead of just the summarized results.  
  • If the last invoice created was any of the following, when using the “Create from most recent” it will show incorrect values on the new invoice:  
    • Invoice created using line items that are not meant to appear on an invoice (like Agency Sweep)
    • NSF invoice created  
    • Refund created via the “issue credit” workflow 
  • Refreshing the search report in the End-of-Period processing and reporting accounting site may not fully update if items should disappear from that list.  
  • If you’ve created a draft invoice and pay it during payment processing, the resulting invoice will not have a PDF created with it. 


Tasks 

  • The Default Task columns are not reflected in the column configuration. Adjusting the columns one time resolves this issue. 


Carrier Setup  

  • If duplicate Agency Codes or Websites are configured on a carrier, its Carrier History record will incorrectly detail the update.   
  • If a configured Address is designated to be “Used for Correspondence” on a carrier, its Carrier History record will incorrectly detail the update.   
  • When merging carriers, a log note is not added to the policies updated with the new merged carrier.