for easy reference.Tips & Facts are documents generated by the Nexsure Training Team that
cover a wide variety of Nexsure functionality. Nexsure Tips & Facts
are distributed via email and are archived in the table below. Historical issues that have been updated are marked with for easy reference.
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If
you would like to suggest topics for future issues of Nexsure Tips and
Facts, please email your ideas to: TipsandFacts@xdti.com
| Tips and Facts Issue | Category | Description | Release Date |
|---|---|---|---|
 Tips & Facts Vol. 6, Issue 12 |
Client | Search Clients by Contact Name | 12-30-10 |
|
Tips & Facts Vol. 6, Issue 11 |
Forms | Opening Forms to use for Reference | 11-30-10 |
|
Tips & Facts Vol. 6, Issue 10 |
General | Desktop Resolution Setting | 10-29-10 |
|
Tips & Facts Vol. 6, Issue 9 |
Policy | Cancellation Statuses | 03-04-11 |
|
Tips & Facts Vol. 6, Issue 8 |
General | Clearing Internet Cache | 08-31-10 |
|
Tips & Facts Vol. 6, Issue 7 |
General | Bookmarks | 07-30-10 |
|
Tips & Facts Vol. 6, Issue 6 |
Policy | HOME > EXPIRATIONS | 02-25-11 |
|
Tips & Facts Vol. 6, Issue 5 |
Carrier | Associate Carrier to Territory and Branch, from Carrier Name Tab | 05-31-10 |
|
Tips & Facts Vol. 6, Issue 4 |
Client | Tips for Quick Navigation from the Search Screen for Clients | 04-30-10 |
|
Tips & Facts Vol. 6, Issue 3 |
Client | The Importance of Location Name | 03-31-10 |
|
Tips & Facts Vol. 6, Issue 2 |
Transactions | Territory General Ledger Transaction Details | 02-26-10 |
|
Tips & Facts Vol. 6, Issue 1 |
Client | Identify Client Billing Address | 01-31-10 |
|
Tips & Facts Vol. 5, Issue 12 |
Contacts | Sending a Quick Email to a Primary Contact | 12-31-09 |
|
Tips & Facts Vol. 5, Issue 11 |
General | Login Disabled Message | 11-30-09 |
|
Tips & Facts Vol. 5, Issue 10
|
Client | Searching for Clients When Security is Not Granted for all Branches | 10-31-09 |
|
Tips & Facts Vol. 5, Issue 9 |
Exporting and Importing | Settings to Export and Import Schedules | 09-30-09 |
|
Tips & Facts Vol. 5, Issue 8 |
Application Schedules | Add Record Link in Application Schedules | 08-31-09 |
|
Tips & Facts Vol. 5, Issue 7 |
Policy | Policy Filter Shortcut | 07-31-09 |
|
Tips & Facts Vol. 5, Issue 6 |
Client | Searching for Clients Globally | 06-30-09 |
|
Tips & Facts Vol. 5, Issue 5 |
Document Templates | Suppress 2nd Mailing Address Line when Blank in Document Templates | 05-31-09 |
|
Tips & Facts Vol. 5, Issue 4 |
Delivery | Searching for Carrier Contacts in Delivery | 04-30-09 |
|
Tips & Facts Vol. 5, Issue 3 |
Delivery | Cleanup Delivery History | 03-25-09 |
|
Tips & Facts Vol. 5, Issue 2 |
Policy | Updating Policy Terms on Applications | 02-27-09 |
|
Tips & Facts Vol. 5, Issue 1 |
General | A Training Roadmap to Nexsure | 05-19-09 |
|
Tips & Facts Vol. 4, Issue 12 |
Servicing | Using Alerts on the Client Card File | 12-31-08 |
|
Tips & Facts Vol. 4, Issue 11 |
General | Display Properties | 11-30-08 |
|
Tips & Facts Vol. 4, Issue 10 |
Office Integration | Document Template Using Client Demographic Data | 10-31-08 |
|
Tips & Facts Vol. 4, Issue 9 |
Applications | Fields that Populate from Client Level to ACORD 125 and 130 | 03-10-11 |
|
Tips & Facts Vol. 4, Issue 8 |
Rating | EZLynx Rating Integration | 08-31-08 |
|
Tips & Facts Vol. 4, Issue 7 |
Downloads | Issuing and Billing Carrier Setup for Download Policies | 02-05-10 |
|
Tips & Facts Vol. 4, Issue 6 |
Accounting | Client Reconciliation | 02-05-10 |
|
Tips & Facts Vol. 4, Issue 5 |
Office Integration | Using the HideBegin Option: is not equal to | 05-30-08 |
|
Tips & Facts Vol. 4, Issue 4
|
Office Integration | Synchronizing Actions with Microsoft® Outlook® | 04-30-08 |
|
Tips & Facts Vol. 4, Issue 3 |
Accounting / Invoicing | Invoice Notations on Transaction Summary Screen | 03-31-08 |
|
Tips & Facts Vol. 4, Issue 2 |
Applications |
ACE International Advantage® Foreign Casualty Coverage Applications Now In Nexsure® Locating ACE International Advantage Applications in Nexsure Using Coverage Templates for Standard Coverage Limits |
02-29-08 |
|
Tips & Facts Vol. 4, Issue 1 |
Servicing | Placing New Documents into Folders | 02-04-08 |
|
Tips & Facts Vol. 3, Issue 7 |
Downloads | Process for Handling Download Marketing Quotes on Renewals | 11-19-07 |
|
Tips & Facts Vol. 3, Issue 6 |
General | Drag-and-Drop Text Feature | 10-12-07 |
|
Tips & Facts Vol. 3, Issue 5 |
Applications | Save Changes to Update Forms with Policy Header Detail | 09-17-07 |
|
Tips & Facts Vol. 3, Issue 4 |
Accounting | Understanding Carrier Commission Defaults | 08-13-07 |
|
Tips & Facts Vol. 3, Issue 3 |
Admin | Procedures for Signature Setup | 07-16-07 |
|
Tips & Facts Vol. 3, Issue 2 |
Admin | Changing Employee Login Names | 06-18-07 |
|
Tips & Facts Vol. 3, Issue 1 |
Servicing | Out of Sequence Endorsements | 02-05-10 |
|
Tips & Facts Vol.2, Issue 16 |
Servicing | Sorting Schedules in Forms | 09-25-06 |
|
Tips & Facts Vol.2, Issue 15 |
Servicing | Coverage Term | 02-05-10 |
|
Tips & Facts Vol.2, Issue 14 |
Servicing | The Importance of Location Name at the Client Level | 08-28-06 |
|
Tips & Facts Vol.2, Issue 13 |
Office Integration | Using the Hide Begin In Place of IF Statements | 08-14-06 |
|
Tips & Facts Vol.2, Issue 12 |
Office Integration | Using Repeat Index vs. Repeat Buttons in Document Templates | 07-22-10 |
|
Tips & Facts Vol.2, Issue 11 |
Servicing | Context Tools | 07-17-06 |
|
Tips & Facts Vol.2, Issue 10 |
Servicing | HOME > BINDER LOG | 06-19-06 |
|
Tips & Facts Vol.2, Issue 9 |
Servicing | Renewing Policies | 03-04-11 |
|
Tips & Facts Vol.2, Issue 8 |
Accounting | Year-End Procedure | 02-26-10 |
|
Tips & Facts Vol.2, Issue 7 |
Servicing | Policy Expiration Workflow | 02-05-10 |
|
Tips & Facts Vol.2, Issue 6 |
Opportunities | Understanding Programs | 04-10-06 |
|
Tips & Facts Vol.2, Issue 5 |
General | Employee Availability | 03-27-06 |
|
Tips & Facts Vol.2, Issue 4 |
Accounting | Understanding Accounting Periods | 03-13-06 |
|
Tips & Facts Vol.2, Issue 3 |
Accounting | Setting Up Fees in Nexsure | 02-27-06 |
|
Tips & Facts Vol.2, Issue 2 |
Accounting / Invoicing | Annualize Check Box and the Annualized Premium Field | 02-05-10 |
|
Tips & Facts Vol.2, Issue 1 |
Accounting | Understanding Routing Numbers | 01-16-06 |
|
Tips & Facts Vol.1, Issue 17 |
Rating | Hartford Expressway | 02-05-10 |
|
Tips & Facts Vol.1, Issue 16 |
General |
Changing Your Password / Forgotten Password |
11-14-05 |
|
Tips & Facts Vol.1, Issue 15 |
Servicing | eServices | 10-31-05 |
|
Tips & Facts Vol.1, Issue 14 |
Servicing | Understanding the Date and Icon Colors on Home Pages | 10-17-05 |
|
Tips & Facts Vol.1, Issue 13 |
Servicing | What Happens on the Home Pages When Servicing Policies | 10-03-05 |
|
Tips & Facts Vol.1, Issue 12 |
Servicing |
Creating Actions Automatically through Servicing Determining Date Entries |
02-05-10 |
|
Tips & Facts Vol.1, Issue 11 |
Applications | Using Application Helper | 09-06-05 |
|
Tips & Facts Vol.1, Issue 10 |
Servicing |
Adding/Editing/Printing and Delivering Auto ID Cards Adding Authorizations to Issue New York Auto ID Cards |
02-05-10 |
|
Tips & Facts Vol.1, Issue 9 |
Admin |
Adding Employees and Assigning Security Rights Terminating Employees Reactivating Employees |
02-20-09 |
|
Tips & Facts Vol.1, Issue 8 |
Office Integration | Creating documents without a template | 07-25-05 |
|
Tips & Facts Vol.1, Issue 7 |
Export / Import Office Integration |
Exporting and Importing Schedules Attaching Outlook Messages |
07-11-05 |
|
Tips & Facts Vol.1, Issue 6 |
Servicing | Renewing Certificates in Nexsure | 02-05-10 |
|
Tips & Facts Vol.1, Issue 5 |
General |
Why Browsing in Nexsure Differs from Other Internet Sites Cleaning Temporary Internet Files Cleaning Local Desktop Temporary Files Windows XP Service Pack 2 Settings Removing Webupdate.Control and XDUpload.Upload |
06-14-05 |
|
Tips & Facts Vol.1, Issue 4 |
Downloads | Download Import Status Details | 05-16-05 |
|
Tips & Facts Vol.1, Issue 3 |
Downloads | What Policies Get Updated and When with Downloads | 04-29-05 |
|
Tips & Facts Vol.1, Issue 2 |
Servicing | How to Use Filters when Servicing Policies | 02-05-10 |
|
Tips & Facts Vol.1, Issue 1 |
Servicing | List View and How It Can Accelerate Your Workflow | 04-05-05 |