Nexsure® Release 3.9.9.9.34 (08-21-2020)
| Enhancements | Resolved Issues | Previous Development |
Enhancements
CRM
- Added a feature to log the adding, removing and modifying of assignments in the TLOG when done using the Global Reassignment or Utilities functions
Forms
- Updated the ACORD 127/137IL form to the 2015/12 version
- Updated the ACORD 127/137GA form to the 2015/12 version
Portal
- Added functionality to the portal so that alpha numeric zip codes can be entered
Resolved Issues
Accounting
- Corrected an issue on the Reconciliation Summary page in which the "Reconciliation Type" filter was not working correctly. Previously when filtering for Direct Bill it would return both Direct Bill and Agency Bill. This now returns correctly based upon the filter settings
Delivery
- Corrected an issue in which users could not add an email address to the TO field on a delivery when using the Classic Address Book. Checking the box next to the email address and clicking Select to add it to the TO field would not populate the email address
eServices
- Corrected in issue with the Policy Inquiry for Quincy Mutual. Previously the Policy Inquiry was not working
Reports
- Corrected an issue in which the Carrier Payables report was out of balance due to multiple agency commission rows on the invoice
- Corrected an issue in which the Primary State was not showing on the Book of Business Report
- Corrected an issue in which some of the line items on the Book of Business report were missing the Region, Territory, Branch and Department
- Corrected an issue in which the Primary State was not showing on the Income Production Credit Report
- Corrected an issue in which running the Income Statement Report across Fiscal Years was not returning the correct data