Nexsure® Release 3.9.9.9.12 (10-26-18)
| Enhancements | Resolved Issues | Previous Development |
Enhancements
Attachments
- Added "Created By" column in Nexsure Attachment Manager (F9101)
- Display policies in Descending order using the policy term date in Attachment Manager (F8526)
CRM
- Added "Marketing" as an option when right clicking the details icon next to a client on the Client Search screen. Selecting this option takes you to the Marketing Summary screen on the client (F8926)
- Added the ability to report liability claims on BOP and Personal Lines property policies. (this was previously limited to property claims form association only) (F4984)
Delivery
- Added the ability to Forward a delivery and retain the original sender, sent date, time etc. Similar to Outlook forwarded emails (F8611)
- Added functionality to have the user's salutation populate when using the Reply option on an email on the Delivery Screen (F8362)
Forms
- Added Location Address as a schedule item so it will display on the Summary of Insurance in the Portal (F9450)
Reports
- Added Policy Mode and Bill Type to Retail Agent Remittance Advice report (F9401)
- Added Policy Mode, Bill Type, Rate Type and Rate to the Retail Agent Payables report (F9429)
Resolved Issues
Attachments
- Corrected an issue in which dragging an Outlook message with attachments from desktop into an Action would cause the Name to disappear when using the Attachment Name Library option (D28875)
Delivery
- The filter options of Sort Field 1 with Date Created Descending now works correctly when filtering within the popup in the "Other" section in Delivery (D28890)
- E-mails are no longer being resent if a delivery is opened and an Action is updated and saved (D28853)
- Delivery Templates created using Plain Text now load even if the user's salutation is in HTML. Previously the template would not display (D28911)
- When adding a Delivery Template to a reply, the email string now remains (D28975)
Downloads
- The Commercial Umbrella Aggregate Limit now populates on Auto Owners downloads (D28462)
Forms
- Personal/Commercial check boxes are now being checked as they should on KY Verification Cards sent through Service Automation (D28480)
- Acord 126 GL General Info question is no longer incorrectly mapped to Binder Overflow (D28866)
- Acord 140 is now populating Binder correctly when part of a package (D28858)
- Adding an Excess Liability line of business now brings over both the Narrative and 125. Previously the Narrative was not being added (D28831)
- Corrected data flow issue with the GL coverages not populating a Binder (D28929)
- Acord 401 and 402 changes now consistently populate the Change Request (D28857)