Nexsure^® 2.7.6 Release Notes (10-24-14)

Enhancements

Certificates

• Ability to sort out all certs without email/fax, select them all and batch print on cert detail (F7811)
• Have AI and Waiver by cert holder to populate one cert with different endorsements (F7812)

Other CRM

• Add export of client actions screen to Excel (F7813)
• Add open claims indicator on card file (F7810)
• User preference for form type default (F6885)
• Have LOB turn off filter turn off LOB's on carrier & retail agent commissions tab (F7801)
• Location Detail screen - make State not required when foreign country is selected. (F2279 & F6636)
• Support custom color for Org color schemes (F7816)
• Change color of client search screen links to dark blue (F7836)

Delivery

• Add text editor to certificate mass email and mass fax delivery screens (F7252)
• Add user suffix, user title and Branch fax as variables (F7799)
• Have the fax number to prefill on Fax deliveries like the email address does (F7653)
• Send link for client to access the portal with their credentials (F7383)

Downloads

• Cincinnati commercial lines (F7220)
• Harleysville GL certification (F7728)

eServices

Add a number of eServices to Nexsure (F7817)

Forms

Update the ACORD 81 2005/08 to the latest version is 2013/09. (F7785)

Service Automation

• Quicker way to turn Off Service Automation Deliveries on Pending Cancellation (F7782)
• Campaigns for Retail Agents (export) (F7807)

Resolved Issues

Accounting

"Error in the application" message appears upon posting invoice (D25765)

Other CRM

• Unit does not display by default when adding an assignment (D25776)
• Open Action alert on Client Profile shows 0 but when you click it there are 2 open Actions (D25800, D25550, D24566)
• Check if named insured is used as a bill to before allowing deletion (D24440)
• Hartford Icon bridge needs to be turned on for commercial auto (D25669)
• Removing retail agent contact creates server error (D25640,
• D25794)
• Entering URL into the "your website URL" field makes some of the entry turn to upper case when saved (D25607)

Delivery

• Unable to delete addresses from address book (D25102)
• Clicking save on client security tab results in error and email is not delivered (D25733)
• Cannot select multiple email contacts in Address Book, only the last selected appears (D25801)

eServices

Metlife eservices are stopping at login page (D25802)

Forms

• Need NY DMV code for Plaza Insurance added (D25745)
• Service Automation/Campaigns
• Renewal auto id cards not being counted on SA status report (D25788)

Reports

• Disbursement Summary report does not display invoice detail where Entity Type=Retail Agent (D24580)
• Production Detail - billing carrier filter not working properly (D25772)
• Book of Business XDR speed up performance - client and retail agent filters were removed (D25560)
• Carrier Payables XDR speed up performance - client filter was removed (D25559)
• Invoice Production CRM Assignment XDR performance improvements (D25561, D25768)

Infrastructure

Missing Portal Key error for some users when clicking link on their homepage or portal (D25739)