Nexsure® Release 3.9.9.9.17 (03-22-19)
| Enhancements | Resolved Issues | Previous Development |
Enhancements
Downloads
- eDocs (Alerts / Activity Notes) downloads are now supported
- eDocs certification for Foremost
- eDocs certification for Great American
- Download Codes updated for Employers Group of Nevada
Forms
- Updated the Acord 90 MN form
- Added the Acord 130 CA form
- Added the Acord 853 MN form
Resolved Issues
CRM
- Corrected issues in which clicking the TLOG on a client would show the TLOG from the previous client you were on
- User names no longer record in the TLOG without a space between the first and last name
- Corrected an issue in which clicking the Delivery link on the black menu bar on a Carrier would generate an error
Downloads
- Corrected download mapping issues to the Acord 127/137 SC form
- Corrected an issue in which eDoc downloads would not process due to an Integration Code being sent
- Renewal Excel Imports now update the Third Party commission with the correct Retail Agent on the policy info screen when a different Retail Agent is on the import
Forms
- The second add, delete or change to an Additional Interest on the Acord 127 OR form now correctly populates the Change Request
- Error no longer occurs when populating the Acord 25 using the AIA Aviation form
- Expired the Acord 50 DE which was retired by Acord
Reports
- Corrected an issue in which reports were only showing results from one Branch when users had security in Branches within different Territories
- Added ability to Select All and Unselect All on the multi select filters
- Removed the Date Printed field from three canned invoices and replaced this with the invoice Due Date
- Corrected an issue in which an error occurred when running the Customer Statement when a client with an apostrophe in the name was selected in the filter. Also, corrected an issue in which a client with an apostrophe or an ampersand in the name would not return in the search results.