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

• 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