Nexsure^® 2.7.4 Release Notes (08-22-14)

Enhancements

Client Search Screen

• Add search by email address (F6593)
• Add ability to collapse some of search screen options (F7692)

Other CRM

• Add options for different from email addresses for statements and attachments notifications to portal users (F7742)

Forms

• Add crime LOB to Acord 27 & 28 options (F7736)
• Add updated LPR form ACORD 35 (F7737)

Service Automation

• Activate the include LPR check box so wholesale agents can uncheck it (F7698)

Resolved Issues

Client Search Screen

• Code Class search doesn't hold through paging (D25651)
• Search with 2 characters times out (D25129, D23986 & D24368)

Other CRM

• Home claims - search by claimant first and last name doesn't work (D25648)
• All clients show as commercial client types on home claims screen (D24548)
• Time out error adding policies to delivery when client has a lot of policies (D25713)

Downloads

• Cabrillo- Mobile Home information make, model, etc.. is not populating Supplemental Notes (D25668)
• Invalid Branch/NAIC code exceptions (D25712)

Forms

• Middle Initial on Pilot 4 also mapped to middle initial on Pilot 5 on AIA Aviation form (D25442)
• Prefill policy type field on LPR (D17669)

Service Automation

• Resending a text message Nexsure records Date Created Time 7 hours in the past (D25604)
• Add spaces to voice numbers so it's read correctly (D25580)
• SA menu has new renewal inforce option that should not be there (D25717)