Add a Tag to Client File in HawkSoft

Hawksoft Set-Up Guide

The purpose of a “Tag” in the client's file is to share important information in an easy to find place.  

Open the Client file and click on the “Client” Tab

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“Action”

Phone 

To 

Insured 

“Add Client Tag”

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*An alternative way to add a “Tag” to a client file is from the “Log Entry” Screen. Simply click “Add Client Tag” then proceed as directed below.

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The “Add Client Tags” box will open

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Click “OK” 

The “Add Log Entry Comments” box will open

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Click “OK’ 

Tag now shows in the Client File

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