Nexsure® 2.7 Release Notes (04-25-14)
Enhancements
Nexsure 2.7 Enhancements
Attachment Manager
- Add an ability to notify the Retail Agent when an attachment has been placed in attachment manager and is marked retail agent viewable (through attachment manager) (F7598)
CRM
- Import of additional interests via Excel Spreadsheet (F7599)
Downloads
- Interguard Insurance WC DL certifications (F7203)
- Acuity personal package with boat re-certification (F7270)
- WC DL Secura (F7218)
- Southern Fidelity HOwIM & DF DL Certification (F6960)
- Show client street address info from AL3 file on download client search screen (F7610)
eServices
- Add auto login for HCC Surety, Commodore & United Contractors (F7631)
Forms
- Acord 30 Certificate of garage insurance 2014 (F6883 & 6763)
- Updated ACORD 25 01/2014 (F7606)
- Updated ACORD 28 01/2014 (F7607)
Integration
- Add create new invoice method incl invoice notes (F7483)
- Add create Pending cancellation method (F7597)
Reports
- New Business XDR - added. (F7131)
- Reconciliation Clearing Reconciliation XDR - added. (F7615)
Service Automation
- Add retail agent variables of primary assignment name, email and phone (F7612)
- Add setup and add cancellation service automation for retail agent (F7582)
- Add subjects and SA to retail agent contacts (F7611)
- Add expiration and in force service automation for retail agents (F7614)
- Add status report for retail agents - need to be able to count each transaction (F7616)
- Add best practices report for retail agent SA (F7617)
- Add manual launch from policy summary for retail agent SA (F7618)
Resolved Issues
Accounting
- Remove underline from client transaction tab links (D25403)
- Accounting icon is causing problems with the bookmarks (D25444)
- Unposted Commission Adjustments causing is
- sue with posting (D25377)
Downloads
- The word Actual on Actual Cost Value is misspelled on the Summary of Insurance due to downloads.(D25456)
- Inactive clients appear in client search at downloads (D24848)
- Mercury sends null value (D25461)
Integration
- Update policy method does not update per the input xml (D25202)
- Rating - EZ lynx creates duplicate insureds (D25291)
Reports
- Reconciliation Clearing Recon - Other Activities section not working (D24210)
- Reports-Invoice Production XDDW shows invoice incorrectly (D25387)