Nexsure® Release 3.9.9.9.30 (04-17-2020)
| Enhancements | Resolved Issues | Previous Development |
Enhancements
Downloads
- Updated the interface screen used to import non IVANS downloads, Excel Commission Downloads, etc.
Forms
- Added the ACORD 139 as a supplement to the ACORD 160
- Added an Overflow form to the ACORD 834 Cyber/Network Liability form
Reports
- Added multi-select branch filters to the Income Statement report
- Added multi-select branch filters to the Invoice Production CRM Assignment report
- Added multi-select branch filters to the Book of Business report
Training Videos
- Added a "Video" link to the Help Menu so all Nexsure training videos can be accessed from this one location
Resolved Issues
Accounting
- Corrected an issue on the Invoices tab within Territory Accounting in which the results from a filtered search did not match the exported list
CRM
- Corrected an issue in which the "Restrict Policy" box on the policy level assignment tab was not saving correctly on both active and history policies
- Corrected an issue in which the Additional Insured and Waiver options were not copying when using the certificate Copy option
Downloads
- Corrected an issue in which Actions created by Activity Notes downloads were showing Created By Admin Nexsure even when there is an exception and it was processed by a user. It will now show the user's name who processed the exception.
- Added EPLI as a LOB Code to Activity Note downloads so a "LOB not supported" message will no longer occur for this LOB Code
eServices
- Corrected an issue in which eService pop windows could not be re-sized. Users should now be able to re-size the pop up windows.
Forms
- Corrected an issue on the ACORD 130 FL so that the Experience Modification - Factored Premium field now saves negative values
Office Integration
- Corrected issues in which LOB's could not be deleted from a Document Template and you could not delete the template from the list Document Template list in Setup