icon to view the instructional video that details the changes to Nexsure.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 # | Nexsure Version | Category | Subtopic | Description of Change | Video |
|---|---|---|---|---|---|
| 1.93 | Setup | Actions | Planning the addition of linked actions and alerts. |
|
|
| D36 F517 | 1.92.5 | Policies | Actions | Changed Servicing process so actions are not duplicating during policy servicing. |
|
| D879 | 1.92.5 | Policies | Actions | Action assignment for terminated employees is no longer available. |
|
| D930, F3099 | 1.92.5 | Policies | Actions | Added policy search capabilities when adding new actions. |
|
| D1038 | 1.92.5 | Policies | Actions | Actions can now be added for employees with an apostrophe in the last name. |
|
| D1127 | 1.92.5 | Home | Actions | When searching for actions they are now limited to the branch assigned to the user. | 
|
| F848 | 1.92.5 | Setup | Actions | Added the ability to go to a page in actions Setup. |
|
| F848a | 1.92.5 | Setup | Actions | Changed the buttons on action tab > Add New for ease of use. |
|
| F2483 | 1.92.5 | Policies | Actions | Append an annotation to an existing action when the policy is placed in force. | See F2623 |
| F2521 | 1.92.5 | Setup | Actions | Increased action Days Due in Setup to five years. |
|
| F2556 | 1.92.5 | Policies | Actions | Extended policy restriction security to actions. |
|
| F2573 | 1.92.5 | Setup | Actions | Added the ability to inactivate actions in Setup. |
|
| F2621 | 1.93 | Setup | Actions | Setup instructions for linked actions. |
|
| F2621 | 1.93 | Setup | Actions | Instructions on how to use linked actions. |
|
| F2623 | 1.94 | Setup | Actions | Action Trigger Events (Daisy Chain 3 - Non action function creates action). |
|
| F2624 | 1.93 | Setup | Actions | Instructions on setting up and using linked actions. |
|
| F3743, F3792 - F3799, F3826 - F3829 | 1.95 | CRM | Actions |
Filter Enhancements ‐Certain search filters have been updated to keep the search filter open while paging through the results. Also added a Restore option that restores the last saved filter settings. The placement of the [Add New] and [Hide] / [Show] filter toggles have been changed as well.
Added a Files Per Page option in the Sort Filters area of the following summary pages.
Added the Date Variable option to the following search filters.
|
|