Nexsure 1.6.0 Release Notes (2-18-05)
Click the following link to view detailed Nexsure 1.6.0 Release Notes.
CRM Enhancements
- Card File
- Support for Canadian and Mexican addresses (province and postal code).
Policy Enhancements
- Underwriting
- Added Certificates to the right-click
menu on the Print link.
- Annualized Premium/Billed Premium, as well as Bill Type are now displayed on the following
home screens:
- Binder Log
- Edits
- Audits
- Expirations
- Endorsements
- Cancellations
Forms Enhancements
- Remarks
- Cut and paste functionality as well as word wrapping, is
now supported in the Remarks section
of forms.
- Supplements
- A Supplemental Notes option
has been added to attach notes without the notes appearing in the memo
field. More
Info...
Accounting Enhancements
- Security - Added security to block the
people payable tab on the invoice if view people commission on invoices
is not selected.
- Accounts Payable - Set search criteria
for auto process accounts payable to use Date Due = today’s date plus ten days.
- Receive Payment - Set default to client
when adding new receive payment.
- List Billing - List bill provides a
means of splitting a premium over multiple entities and locations. A
list bill is comprised of one master policy billed to multiple locations.
The master
policy provides insurance coverage for locations insured on a policy. More
Info...