Nexsure® Release 2.9.1 (04-24-15)
Enhancements
Accounting
You can select a system default to display the Invoice option at the bottom of the Level/LOB menu when adding a fee. (F7261)
eServices
Included the following eServices:
- AAA Life Desk (F7988)
- Risk Placement Services (F7988)
- K&K Insurance (F7988)
- Scobie Group — RWS (F7988)
- Protective Life (F7988)
Resolved Issues
Accounting
Sorting by the Selected Rows option now works on a reconciliation for a tax authority entity. (D26155)
CRM
- Resolved the issue of portal viewing options in assignments dropping off when in-forcing a marketing policy when migrated. (D25346)
- Duplicate claim records no longer display on a policy when you use a LOB alias. (D26062)
- View items now export on the T-Log view. (D26859)
- Policies no longer push to history because of an out of sequence endorsement workflow. (D26171)
- The policy number now displays when you create actions at the policy level. (D22577)
- Resolved an issue with Microsoft Internet Explorer 11 that prevented the selection of locations to associate at organization levels. (D26091)
eServices
Updated the following eServices:
- Builders & Tradesmen (D26138)
- Bliss & Glennon (D26138)
- FirstComp (D26138)
- Texas Mutual (D26138)
Forms
- Fixed an error that occurred when including a commercial inland marine policy with ACORD 23. (D26140)
- Resolved a problem including an old version of the crime form/policy with ACORD 25. (D26148)
- Resolved an issue where user was unable to remove units from autopopulated ACORD 27. (D26154)