Adding HotKeys in Hawksoft

Hawksoft Set-Up Guide

Click on the Cog in the upper right hand home screen, then select “General Configurations” 

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A new screen will open. You will need to select “Action Menu Customize ToolBar” then “New”


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The “Setup” window will open

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Add a name for the HotKey in “Button Title”

In the “HotKey” dropdown select an available command

 

Under “Policy Action Type” select “Client” 

Click the “…” box in the Action line

 

The “Action” menu will open

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Phone To Insured Communication

**Account Review

Click on “Stop”

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Click “Yes”

On the “Setup” window click on “Icon”

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Then click “OK” 

Click “OK” on the “Setup” screen 

HotKey should now show in the Toolbar on the Homepage

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