11254 – POLICY – We’ve added the ability to save only on the quote. You can now drop down the Save and Continue button and select Save Only to have the quote save to the database.
Enhancements:
10472 – CLAIMS – Reserve types can now be sorted by Reserve Types.
11261 – POLICY – The invoice listing now defaults to the current policy.
11316 – POLICY – The payroll forms now sort by class code by default.
11452 – CLAIMS – Added a print icon to the incident listing so user can print a FROI from there.
11479 – POLICY – When adding a new payment, the form will default to the current policy.
11567 – POLICY – Samples and updates to the custom policy JSON extract for policy forms.
Bugs:
11381 – POLICY – When adding a waiver on a quote, the save button was disabled
11386 – POLICY – Fixed the issue where the cancellation was not updating the policy expiration date when completed.
11487 – POLICY – Added an automatic refresh when a billing entry is saved.
11488 – CLAIMS – The leading zeros on a claimant taxid are now included.
11537 – POLICY – The insured invoice listing no longer includes deleted items.
11543 – PORTAL – The claims list is no longer showing inactive adjusters.
11551 – POLICY – Fixed an issue where the insured code was not being assigned when a new policy is bound and therefore not working for the policy number.
11578 – CLAIMS – When adding a contact on a claim, the table no longer changes to inline edit.
11643 – POLICY – The custom fields on the quote are now displaying again.
11666 – POLICY – Fixed the quote bind error when there is an invalid policy assignment linked to it.
11653 – POLICY – Changes to assignments are now updated immediately after saving.
11359 – CLAIMS – The top-level incident grid was not always loading. This was a time out issue and has been corrected.
11617 – CLAIMS – Users were getting a “No active policy” warning when adding a new incident when there is a valid active policy.
11684 – POLICY – On the insured billing page, when a user changes the policy period on the activity tab, then clicks on the New Entry/New Payment button the selected policy carries over to the new form.
