Nexsure® Release 3.9.9.9.56 (6-24-2022)
| Enhancements | Resolved Issues | Previous Development |
Please Note:
A new version of Attachment Manager will be included in this release. Users logging into Attachment Manager after the release will receive the update. Users who normally keep Attachment Manager open at all times will need to close Attachment Manager and launch it again to receive the update. The Attachment Manager can then be left open after updating.
Enhancements
Accounting
- Added a "Due Date" column to the Transactional, Posted Invoice and Balance Details Views on the client Transaction screens
Attachment Manager
- Added a Feature in which cutting and pasting a document in Attachment Manager and creating an Action in the process, will add the attachment to the Action in Nexsure
CRM
- Updated the NAICS codes
- Added a Feature that checks if a Social Security Number being added to a contact is already on another contact record. A message will appear if a duplicate SSN is found
- Added a Portal Viewable checkbox to the People Detail tab of a contact which allows users to control whether or not a contact is viewable in the Portal
- Expanded Action Setup so that Actions can automatically be assigned to specific Responsibilities when they are created
Delivery Templates
- Added the ability to use merge fields within the Subject Line of Delivery Templates
Downloads
- Agraria BOP DL Certification
Forms
- Added a Feature to associate the Inland Marine Acord 81 to the Acord 23 Certificate and allow the selection of one item from Property Schedule to populate
- Updated the name that is displayed when adding an Acord 139 supplement to a policy from "Acord 139" to "Acord 139 Statement of Values"
Reports
- Added an enhancement to the Book of Business Report that adds Parent/Billing Company logic to assist in filtering and aggregation
Resolved Issues
Attachments
- Corrected an issue in which, in rare cases, the attachment list would not display on the Attachment screen on a client
CRM
- Corrected an issue in which an Invalid Phone Number pop up would appear if an incorrectly formatted phone number was added in the Contact section on the Acord 125 but the pop up could not be closed to correct
- Corrected an issue so that Package policies now work with Policy Templates. Previously all the Lines of Business would not show on the Underwriting tab
Downloads
- Corrected an issue in which a Cancellation Download could not be applied to a policy when the download code was CCPKGE (Package)
- Corrected download mapping issues for Auto-Owners to Acord 127/137 FL
Forms
- Corrected an issue in which the Non-Owned Autos coverage on the 127/137 CA Commercial Auto was populating to the Hired Autos field on the Acord 25 certificate
Reports
- Corrected an issue on Customer Statements in which clients with no balance were showing as having a credit balance
- Corrected an issue in which Renewal Analysis Report was pulling the incorrect Expiring Premium