Nexsure® Release 3.9.9.9.13 (11-16-18)
| Enhancements | Resolved Issues | Previous Development |
Enhancements
CRM
- Added the ability to add a logo to the Retail Agent Name page (F9482)
- Actions created when manually servicing a policy now show the user's time zone in the Due Time field as opposed to the server time zone (F9462)
- Added a field for the National Producer Number on the Retail Agent Name and Retail Agent Contact Details screen (F9481)
Delivery
- A variable has been added to the Delivery Templates so the logo on the Retail Agent Name page can be pulled into Delivery Templates (F9483)
Downloads
- Updated Homeowners Download Coverage Codes for Travelers Quantum (F9469)
- Updated Download Coverage Codes for Gulfstream Insurance (F9467)
Resolved Issues
Accounting
- When adding transactions for a Retail Agent, users will now be able to search by Enterprise Code to find the desired Retail Agent. The ability to search by name is unchanged (D29017)
Attachments
- The ability to view archived attachments has been added. Previously when clicking an iteration within the archive list it would make a copy of the attachment. Now when clicking the Archive icon users have the option to View or Copy any iteration in the archive (D29005)
- Corrected an issue in which some attachments would show in Attachment Manager but not on the Nexsure Attachment screen. Those attachments should now show in both places (D29057)
CRM
- The Policy Description can now be removed and saved. Previously if there was a description entered it would not allow you to remove it and save a blank description (D214478)
- Global re-assignment will no longer incorrectly change the client primary assignment when changing the role of another employee with same role as client primary assignment (D28973)
- Service Automation will no longer be sending duplicate Verification Cards with the same vehicle (D29083)
- Copying a certificate with or without holders should no longer error. This was only occurring when copying from a specific older certificate form (D29060)
Downloads
- Corrected an issue in which certain Liberty Claims downloads were not importing (D28802)
Reports
- The Client Production Mailing XDR report will now return the correct Client ID and Primary Assignment on all rows (D28912)
Security
- Corrected an issue with security templates so that now when a user with the same security template at two different Entity levels has one removed, their rights are correct based upon their remaining security template (D27454,D28704)