| Enhancements | Resolved Issues | Previous Development |

Enhancements

Accounting

• Added an "Amount" Column to the Journal Entry Summary view along with an Amount filter

CRM

• Increased the Address and Address 2 lines to 40 characters for both the Physical and Mailing Address sections on the Locations details screen for all entities

Downloads

• Updated the Travelers Commercial Lines Coverage Codes
• Updated the Agraria Farmers Unions Farm Download Coverage Codes

Reports

• Enhancements to the Balance Sheet report
• Enhancements to the Income Statement report
• Added "Employee" as an entity selection to the Attachment Audit report
• Added a Retail Agent Portal Utilization report
• Added a new "Expiration Report with Date Variables" report. This will allow user to enter +/- days from the current date so that whenever a subscription runs, it will return data based upon the +/- days from the current date.

 

Resolved Issues

CRM

• Corrected an issue in which the photo would not display on the People Detail tab when a photo was added using the Add Contact Photo link

Delivery

• Removed the duplicate suffix number that shows on received attachments delivered from Nexsure
• Corrected an issue in which an email was able to be sent without data in the Message field even though this field is required

Integration

• Corrected an issue with PL Rater in which a few LOB's were showing as available for rating when those LOB's were not supported
• Corrected an issue in which the export to Excel was not working within the Business Analysis section on the Dashboard

Portal

• Corrected an issue in which certificates with multiple policies added where still showing in the portal when one or more of the policies were not marked portal viewable. Certificate should only display if all policies are marked viewable in the portal
• Corrected an issue in which the State information was being removed and the State drop down would be blank when copying a certificate in the portal

Reports

• Corrected an issue in which duplicate results were showing on the Actions report