Actions

The following items have been either resolved (D#) or added to (F#) Nexsure. Click the Video icon to view the instructional video that details the changes to Nexsure.

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Item #	Category	Subtopic	Description of Change	Video
D1127	Home	Actions	When searching for actions they are now limited to the branch assigned to the user.
D36 F517	Policies	Actions	Changed Servicing process so actions are not duplicating during policy servicing.
D879	Policies	Actions	Action assignment for terminated employees is no longer available.
F2483	Policies	Actions	Append an annotation to an existing action when the policy is placed in force.
D930, F3099	Policies	Actions	Added policy search capabilities when adding new actions.
F2521	Setup	Actions	Increased action Days Due in Setup to five years.
F2573	Setup	Actions	Added the ability to inactivate actions in Setup.
F2556	Policies	Actions	Extended policy restriction security to actions.
D1038	Policies	Actions	Actions can now be added for employees with an apostrophe in the last name.
F848	Setup	Actions	Added the ability to go to a page in actions Setup.
F848a	Setup	Actions	Changed the buttons on action tab > Add New for ease of use.