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).

 

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

 

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March Release Highlights

3/27 Release

• 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

• 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

• 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

• 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. 

• 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

• 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.

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.

• 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