Nexsure 2.6.6 Release Notes (03-26-14)

Nexsure 2.6.6 Enhancements

Accounting

• Add ability to create & post disbursement from reconciliation (must have add disbursement security) (F7576)
• Add ability to create remittance advice and attach to Retail Agent Attachments, marking as viewable in Portal (F7583)

Attachment Manager

• Add date created field to attachment manager (F7566)
• Ability to move documents between queues (cut and paste) & drag and drop within in-boxes (F7540)
• Ability to add attachment as a draft (F3601)
• Add security for ability to save Attachments as draft (F4171)

Certificates

• Add preferred delivery to cert holder detail (F4307)
• Open up email and fax fields on cert holder detail page (F7410)
• Ability to save holder at global level (F7024)

CRM

• Add country to items saved when adding new client (F7592)

Downloads

• Grinnell Mutual DL Certifications - personal and commercial (F7525)
• Cypress HO & DF DL Certification (F7115)
• Cypress GL DL certification (F7116)
• Olympus HO & DF DL Certification (F7148)
• Integrity Pauto recertifications (F6594)
• Integrity Pumb recertifications (F6595)
• Integrity HO recertifications (F6596)
• Integrity Inland Marine recertifications (F6597)

Forms

• Add Acord 20 & 21 aviation certificates (F7372)

Reports

• Client Contact XDR add preferred method of delivery (F7580)
• Client Contact XDR add DOB (F7565)

Service Automation

• Ability to export Best Practices report to Excel (F7589)
• Add active policies only check box as filter (F7588)