Nexsure® Release 3.4 (05-20-16)
| Enhancements | Resolved Issues | Previous Development |
Enhancements
Downloads
- Import downloads codes for CFM (F8399)
- Update download codes for German Mutual Insurance Co of Indiana (F8384)
- Update download codes for Safepoint Insurance Co (F8377)
Reports
- Add detail account information to Trial Balance XDR to show Territory, Branch, Dept and Unit (F8314)
Resolved Issues
Accounting
- Estimated totals on policy info not displaying correctly on merged doc after a change to the premium on the policy info (D26488)
- Statement Entry - time out error due to number of records (D26846)
- Error on transaction tab due to more than one lob alias being used (D26796)
- Cannot change check number when in v3 Modern View (D26955)
- Unable to reverse recons in prior period with "No Post Locked" security (D26937)
CRM
- Tool bar search not retaining results at Search menu screen through paging (D26883)
- Tool bar search with ampersand does not use characters after ampersand in the search (D26927)
- Unable to reset signature on forms in Modern View with IE11 (D26897)
- Intermittent marketing error for some users when selecting marketing menu (D26839)
- UI issues with v3 (D26920)
- Annotations do not expand
- Policy header missing from claims tab
- Unable to select business type
- Can no longer copy and paste policy number due to tool tip placement (D26875)
Delivery
- Primary contact defaulting to carrier delivery (D26923)
- Advanced search by sent from/to in incoming boxes and draft box is returning items in other boxes (D26881)
- Reply and forward need to keep entity associations. To field should be dimmed on replies (D26882)
Downloads
- COMMISSION DOWNLOADS - Not finding client when there is an exact match (D26857)
eServices
- Continental Western eServices stopping at login page (D26904)
- Berkley Mid Atlantic group URL changed (D26912)
- Update eServices for Foremost (star site) and Employers Insurance (D26943)
- Add eService for Great American Builders (D26943)
Forms
- Summary of Insurance for ACORD 127/137FL needs CSL Auto Liab limit included (D26888)
- ACORD 137 FL incorrectly populating signature (D26803)
- Producer signature appearing in wrong box on 125 (D26929)
- $ not printed on 25 (D26204)
- New additional questions not available on 125 (D26944)
- Unable to enter percentage deductible for wind on certificates (D26768)