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View and Copy Client File Data
Dion Innes
#1 Posted : Wednesday, March 8, 2017 9:21:32 AM(UTC)
Rank: HawkSoft Representative

Groups: Employee Mod, General Mod
Joined: 9/28/2012(UTC)
Posts: 208

Was thanked: 6 time(s) in 6 post(s)
Applause Quickly Copy Client/Policy Data


When viewing a client/policy file, you can click on blue data fields to copy the data, for example the Phone or Email data fields.

The data is copied to the Windows® Clipboard and can be pasted elsewhere, such as electronic forms and carrier websites.


Underlined Fields

You can also click on underlined fields to open a dialog which displays additional information. For example, If you click on the underlined Company field on the GPI tab for a selected policy, a dialog displays additional Company information, including the web address. The blue fields inside that dialog can then be selected to copy the information you need.

Some fields, such as the Address field, displays multiple lines of data. You can click on the data to copy all, or click on the underlined field name to open a dialog that enables you to only copy selected data. For example, copy only the street address or the street address and city, state, and zip code.

Note: The information must be entered in the relevant fields on the client/policy screens to display in the client/policy view.

See Tour of the Client File for more information.



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If you have a tip or trick that you'd like to see posted in our Tips & Tricks forum, please email dinnes@hawksoftinc.com.

Please include "Tips & Tricks" in the subject line.


Thank you for choosing HawkSoft!




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