Nexsure 2.6.5 Release Notes (02-19-14)

Nexsure 2.6.5 Enhancements

Accounting

• Activate transactions context tool on client search (F7544)
• Add new Receive payment link at client transactions (F7545)
• Add new reconciliation link at client transactions (F7547)
• Add new disbursement link at client transactions (F7548)
• Accounting quick access icon on primary menu to go to territory selected in user preferences (F7546)

Attachments & Attachment Manager

• Add context tool to client search for attachments screen (F4286)
• Add ability to assign attachments to folders in AM (F7103)

CRM

• Phone log fixes/addition of other screens (F7561)
• Admin bring back from history (F919, F2383, F5247, F6924)
• Add ability to add specific LOB's and Package when adding a new commercial client (F7552)
• Coverage template selection for specific LOB's when adding new client (F7554)

Delivery

• Add carrier submit template selection default (F7555a)
• Add carrier to recipients drop down (F7555b)
• Add submit icon to marketing policy header for carrier submissions (F7556)
• Remove inactive contacts from address book (F7214)

Forms

• Ability to turn off LOB's in Setup (F7493)
• Verifications-Preset the default NY Auto ID card (F7475)
• Acord 90 FL 01/2013 (F7193)
• Custom D&O app based on VOS' app (F7562)
• Add calendar campaigns: Ability to create campaign based on a specific date (F7541)
• Ability to launch a service automation campaign manually from policy summary (F7495)

Reports

• DB Statement Upload XDR - added. Provides commission info from the policy files output in the same format used for importing Excel Commission Download files. (F7517)
• Invoice Production CRM Assignment XDR - added: Provides details of invoices having a date booked within a given range including financial amounts, entity and people assignments. (F7518)