Additional CRM Changes

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.

Note: Once the video has opened, it may be necessary to scroll down to view the player controls.

Item # Category Subtopic Description of Change Video
D3082 Setup Security Re-ordered contents of “number of previous passwords” list in Security Administration on the security policy screen to ascending order. Navigation: SETUP > Security Administration > security policy tab > number of previous passwords.  
D3075 Policies Marketing Alphabetized list for Client menu > MARKETING > Status column.
D3090 Setup Color Schemes Alphabetized SETUP > Color Schemes > Color Schemes.
F2795 Carrier Commissions Added search and sort to the Carrier Commissions Summary screen.
F2551 Client Profile Profiling Added a field to store enterprise client number / code.
F2551a Client Profile Profiling Added search function for Enterprise Code.
F2551b Client Profile Profiling To meet user interface standards, changed order of Search and Clear buttons. Also, moved the buttons to avoid having to scroll, which was necessary due to the addition of Enterprise Code box.