11322 – POLICY – You can now open a payroll report from the top-level billing page instead of having to go to the insured’s page.
10754 – POLICY – You can now copy a quote. On the Insured’s policy history there is an option on the three-dot menu to copy the quote. This will give you the opportunity to give the new quote a unique name, and then it will create an exact copy of the selected quote for you to work with.
Enhancements:
11703 – POLICY – On the billing options form for an insured we’ve added the value “None” to the Preferred Billing Method drop down list.
11616 – POLICY – On the insured’s landing page if there is no current policy it will display any information from a new submission in progress or, if the insured is cancelled or inactive, it will display the values from the most recent prior policy.
11496 – POLICY – The payroll report form has been updated to use the new custom JSON method for printing.
11493 – POLICY – The cancel forms have been updated to use the new custom JSON method for printing.
11263 – POLICY – The Insured Officers page has been converted to use a modal form instead of a separate page.
9909 – POLICY – Added a warning if a billing option will add invoices past the expiration date of the policy.
Bugs:
11903 – POLICY – Updated the code to not include the time when adding new billing entries.
11944 – PORTAL – The grids on the portal were not loading properly after the prior release, these have been fixed.
11972 – POLICY – Fixed the issue with the New Payment form flashing each time a key is pressed.
11873 – CLAIMS – Fixed the issue when deleting an attachment on a copied task.
11987 – NOTIFICATIONS – Fixed the error when one or more emailed notifications have the same attachment.
12015 – POLICY – Fixed the policy expiration date update when reinstating a cancelled policy.
12016 – POLICY – Fixed the issue when saving policy documents on a quote.
