•In order to limit redundant information and improve performance, the Submission/Policy List grids have been removed from the Client Information, Distributor Information, Insurer Information, Licensee Information, and User Information pages.
•To assist in locating transactions, the Submission/Policy List now includes two new columns, Term Effective Date and Term Valid Until Date.
•The E-mail Address field has been removed from the Set Password page. When changing a password or selecting a password for a new user, it is only necessary to enter a new password, confirm the new password, and accept the license agreement.
•A new option has been added to the Field Management page. When Textbox (Integer) in selected as the Control Type, the Hide Thousands Separator checkbox becomes available. This option hides the thousands separator characters allowing integer values longer than three digits to appear without breaks, while maintaining the default validation that prevents decimals or other characters. This feature is useful for fields meant for serial numbers or years.
•Corrected issue where submissions in Special Quote Requested status would display Referred status instead.
•Corrected issue where copying a master cover would not include the associated document templates.
•Corrected issue where the Submission Screens widget would display screens in the order they were added to the step in the workflow, instead of the defined sequence order.
•Corrected issue where notes could not be deleted from submissions.
•Corrected issue where the quote report would not display correctly in Internet Explorer 9.
•Corrected issue where the portal color settings were not being applied to the widget header text.
•Corrected error that would occur when clicking Save & Refresh on some older saved submissions in quoted status.
•Corrected issue where the browser would freeze when loading the Quote Report page.
•Corrected error that would occur when viewing a trigger in the Trigger Management page.
•Corrected issue where Internet Explorer's Compatibility Mode would become enabled and cause errors in the interface.
•Corrected issue where the calculated premium would not be displayed in the Premium widget when the submission is in Bind Requested status.
•Corrected issue where changing the Effective Date in an endorsement transaction would change the Valid Until date.
•Corrected issue where data validation would not be checked if no changes were made to the current screen.
•Corrected error that would occur when generating documents including grids attached to triggers.
•Corrected issue where deactivating a user account, or even changing the e-mail address, would not release the e-mail address for use in a new user account.
•Corrected issue where opening a multi-screen submission might not open to the first screen in the workflow.
•Corrected issue where the Issue Quote button would remain available after issuing a quote for a referral.
•Corrected error that would occur when trying to create a new client from within a single-screen workflow, after skipping client selection.
•Corrected issue where clicking Request Special Quote when a manual bind validation has been triggered would put the submission into Bind Requested status instead of Special Quote Requested.
•Corrected issue where insuring conditions were not being included in generated quotes.
•Corrected issue where panel behavior overrides were not being applied to grids and premium grids.
•Corrected error that would occur when trying to skip client selection under a specific configuration.
•Corrected issue where passwords were expiring prematurely, and could not be changed.
•Corrected issue where validations were performed on cached values instead of current values.
•Corrected issue where the Midpoint option of the $Round function would always round down. Now, values less than 5 round down, values of 5 or more round up.
•Corrected issue where the Expiry Date could be edited in Endorsement transactions, without the Allow Out of Sequence Endorsements option being enabled.