Nexsure® Release 3.9.9.9.19 (05-17-19)
| Enhancements | Resolved Issues | Previous Development |
Enhancements
Accounting
- Added an option to download Retail Agent commission data to Excel on posted Retail Agent Payable reconciliations
- Changed the default number of records to display to 50 on the Carrier Statement Entry screen
- Changed the default number of records to display to 50 on the Retail Agent Reconciliation Payables screen
- Changed the default number of records to display to 50 on the Retail Agent Receive Payment -> Invoices screen
- When adding a new disbursement for a client, "[Inactive]" will be displayed next to locations which have been inactivated
CRM
- Added the ability to search from the Document Library tab within the Document Management section in Setup
Downloads
- Added Westguard Homeowners w/ Inland Marine and Watercraft download coverage codes
- Updated Chubb download coverage codes
- Updated Stillwater BOP download coverage codes
Reports
- Added a column to the Retail Agent Contact Report to indicate if a Retail Agent contact has a portal login or not
Resolved Issues
Attachments
- Corrected an issue in which incorrect information was showing when adding a document with template when using the Attachment Summary option from the right click context menu on the client search screen
Downloads
- Corrected an issue in which all policies for selection on the download selection window were showing Personal Flood. They now show the correct LOB
- Fixed Activity Notes downloads so file will still be accepted if a trademark character is found in the Remark Text
- AutoOwners and Hanover daily downloads now populate the vehicle Comp and Collision correctly on the Acord 127 IN form
Forms
- Corrected an issue in which the Acord 175 was only populating the first change type if two records were affected and the change types were different from the Scheduled Items on the Acord 152
- The Comp check boxes now populate and print correctly on the 175 when using the ACORD 127/137WA. Previously it would check the boxes on the Navigation Tree correctly but print incorrectly on the form
- The Comp OTC check box on the Acord 175 no longer checks the SPEC C OF L on the printed form. It now checks the correct box
- Corrected an issue in which a signature could not be added to the ACORD 807. The signature can now be added without error