CRM

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
F427	Client	Claims	Claims - warning for date of loss outside coverage term after policy selection.
F962 & F2971	Setup	User Rights	Ability to export user rights templates.
F985	Policies	Cancellations	Abort Cancellation should change expiration date back to previous.
F1156	Policies	Certificates	Link to make certificate summary more accessible.
F2504	Policy	Certificates	Remove the word none from certificate special instructions.
F2622	Setup	Actions	Ability to create a defined series of actions.
F2623	Setup	Actions	Action Trigger Events (Daisy Chain 3 - Non action function creates action).
F2627 F2304 F264	Marketing	Policies	Mass marketing.
F2983	Home menus/screen s	Security	Add security for Home > Expirations export.
F2986	Certificates	Security	Add separate security for new certificates and renewal certificates.
F2990	Policies	Carriers	Carrier Associations - Entity associations at territory level and restriction at policy level selection.
F2990	Policies	Carriers	Carrier Associations - Entity associations at territory level and restriction at policy level selection. (Part 2)
F2990	Policies	Carriers	Carrier Associations Security- Entity associations at territory level and restriction at policy level selection.
F3216			Campaign Management - coverage rounding.
F3367	Setup	Claims	Definable claim stage in lookup management, including search and sort.
F3401	Client	Claims	Claims policy selection when package doesn't display all LOB's.
F3402	Signature	Security	Expand signature security and access - authorizations tab at employee file, user rights templates, lookup restriction, etc. (Part 1)
F3402	Signature	Security	Expand signature security and access - authorizations tab at employee file, user rights templates, lookup restriction, etc. (Part 2)
F3445 & D9229	Client	Related Account	Accessing related accounts from a client menu allows user to bypass branch level security.
F3524	Client	Profile	Client demographic.
F3539	Search	Client	Global client search.
F3585	Search	Client	Add security for global search.
F3600	Actions		Add Description for Actions.
F3602	Client	Profile	Client Profile: In-Force list - Distinguish between multiples of same LOB and / or same policy number.
F3673	Certificates	Actions	Actions - create lookup for Topic and Type in search filters.
F3686	Client	Policy	Expand policy line on policy, policy history and marketing summary screens so policy description display without having to hover.
F3820	Carrier	Carrier Names	Add field to store integration code for downloads.
F3933	CRM	Sessions	Ability for user to have Multiple Sessions open at once.