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.
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| Item # | Category | Subtopic | Description of Change | Video |
|---|---|---|---|---|
| F1982, F3902, F3910, F3921 - F3924, F4903, F4904, F4908 - F4913, F5003, F5004, F5469 | CRM, Retail Agent, Setup | Name, Policies, Transactions, Lookup Management, Retail Agent, Assignment, Commissions, Contracts, Classified, Attachments, Location | Updates to the Retail Agent modules in the retail agent entity tabs as well as lookup and security. |
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| F3908 | CRM | Policy | Added the ability to track the following types of business: New on Existing, New and Renewal. |
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| F4992, F5067 | Organization, Reports | CRM, Invoices and Client Statements | Added a Remittance address identifier and option to print on invoices and client statements. Use Remittance Address on invoices (professional, contemporary and top perforation) as well as on client statement reports. |
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