43817

A Change Password button has been added to the signon screen.

46338

Activities - Activities default policy number in reference field when associated with a policy.

46725

Home Base is resizable.

46727

Home Base now has a Help menu option for on-line support called Online Real-Time Support.

48350

Print receipt for cash does not print any phone numbers.

48862

EIS has been removed. It has been replaced by the Efiling button.

50380

A setting has been added to the Home Base, Tools, User Setup Menu on the Screen Defaults tab. Marking Limit 4 Clients and Files Session prevents Windows 98 stations from generating run-time errors when trying to switch screens in the new personal lines applications.

27786

Expanded the INV_PLAN field in INVOICE.DBF to store 999,999 installment plans. Added a POL field to store the policy number associated with the risk for history billing.

31417

Transaction View - Installment plans can be filtered by policy type on the list screen.

42930

Transaction View - A split transaction with a MEM invoice shows on the transaction list with an asterisk before it the way it showed in DOSTAM.

42945

When adding a new customer/prospect and choosing a title with an ampersand (&), only one & will show up in the title.

42985

Activities - The Closed By field on a closed activity cannot be modified.

43618

Activities - Utility generated activities are not available choices in the activity lookups.

43970

Company memos default correct company into activities if a company other than current policy's company.

44181

Transactions - When adding a message to any transaction, the MSG will appear in Red to indicate that a message is attached.

44651

Flat fee commission amounts allocate evenly for installment plans.

44655

List screens hold changes in field sizes.

44691

Activities - On the Activity List screen, the Description field holds changes.

45431

Memos - Lightened shading on memos printed from Entity level.

45596

Printing - When 'Suppress Borders' is checked in Close-Day setup, the borders do not print on memos printed from the customer level.

45871

Claim Payments - A new claim payment appears on the Claim list with having to refresh the screen.

45909

Memos - When left justify is not checked in Close-Day setup, signatures on memos print left justified.

45910

Memos - Miscellaneous nontitled customer memos pull the customer name into the Re field.

45912

Memos - The c-date on change requests memos does not have to match the entered date.

45924

Memos - The second line of the address prints on a miscellaneous customer memo.

45938

In prospect policies, shortcut keys bring up the correct application.

45938

Policies - In prospect policies, short cut keys display the correct application.

45939

Activities - Activities created from sending a memo from history pull in the CSR, Producer, and Broker from the policy.

45945

Transactions - With specific third-party software, when adding a transaction, the decimal defaults correctly.

45947

Policies - Run-time error 380, Invalid property value is no longer generated when entering an invalid date in the Exp Date field.

46271

Prospect Detail - Entering invalid dates on Prospect screen no longer causes errors.

46316

Client Move stores images properly.

46365

Policies - User Setup default for Policy List recognizes Effective Date.

46367

Archive drill down executes properly.

46395

Policies - Billing screen defaults save all fields entered.

46407

Transaction View - The correct due date appears in the preview pane for Pending Installments.

46415

When viewing the Date Balance in Account Views for a customer with purged transactions, the ending balance includes the amount of the MEM transaction that was created during the purge process.

46416

Adding companies updates communication databases.

46441

Memos - Customer and Prospect attention field below the date defaults the correct entity attention field.

46475

Claim payments decrease reserve amount.

46476

History Memo delete function has been disabled.

46492

Memos - Company memos print correct Agency/Branch code and customer company memos.

46494

Activities - Activity Follow-up date revisions correctly update action on date.

46549

Sticky Notes - Multiple sticky notes can be added to companies and producers.

46562

Claim Payment printouts include original detail description.

46588

Activities - Resolved sporadic errors occurring on activity lists.

46599

Policies - Invalid policy department records display on customer to enable revision to correct department.

46602

Policies added on subaccounts of conglomerates are associated with the parent.

46625

Memos - Company memos default in correct address when address other than main is chosen

46627

Data conversion archived data exceeding 65,000 characters is fully displayed.

46647

Customer all company memos print correctly.

46655

Users in Client and Files are able to add activities, memos, etc. without exiting and reentering Client and Files when the system date is changed through Close-Day.

46656

When adding and printing miscellaneous memos, the attention line pulls in from the heading field on the customer.

46658

After running Go-Live and not saving demo data, user is able to add producers, vendors and universal certificate holders.

46661

Activities - Enabled option to close activities successfully using the category 'Proposals.'

46665

The claim filter allows dates before and after 2000.

46739

Invalid departments filed in claims display on claim list.

46760

Company - Multiple Company address lists within Company file and memos display in alphabetical order.

46773

The dates in the Date Sent field on the claim payment screen appear correctly.

46820

Policies - Policy type classification and customer code are filing correctly when adding a subrisk

46969

Policies - The last record indexed record in POLICY.DBF can be deleted.

47001

Denying agency or branch access does not allow users to add policies, activities, etc. to customers belonging to that agency or branch.

47004

Transactions - If agency access is denied, user cannot select any options from the Invoice button for that customer.

47151

Policies - On Prospect Policy screen, right clicking on Broker or Producer shows information for Broker or Producer.

47245

Screens - All screens under the Clients and Files button can be resized. The resized settings are automatically saved.

47270

Commission defaults file correctly for selected policies that are less than four characters.

47292

Transactions - Multiple direct bill transactions can be updated.

47476

The Account View Transaction date range on brokers shows the correct net premium.

47546

Invoices - Eliminated run time error 0 accessing specific entities.

47586

Claims - Deleting a customer requires deleting any existing claims.

47717

Eliminated errors in specific scenarios using memo filter.

47839

Company Commission Default list displays promptly.

47847

Client Move - When using client move, OPID code remains intact.

47870

Claim payments, claimants and claim notes can be added through a history claim.

47929

Memos - Customer Company Memos print agency code when a secondary address is chosen.

47964

File entity memos can be added to any branch when only one agency exists.

48017

Claims can be added simultaneously.

48025

Printing - The Properties button on the print dialog works for customer deletion reports.

48031

Company - Change or deletion of email address on a company is being saved.

48137

Printing - History memos are printing on customer deletion report.

48178

Numerical customer/prospect codes do cause an error when accessing customer.

48488

Activities - A system setting on the Home Base has been added to accommodate color coding activities.

48620

Activities - Activity notes have been expanded to accommodate 260 characters.

48621

Activities - Time entered is displayed on the Activity List and Detail.

48867

Producer - National Producer Number has been added to Producer detail screen.

48905

Mailto icon appears next to the email address on all detail screens when the Mailto functionality is enabled under System Settings.

48929

Security - Insert in validation windows for Broker, Company, Employee, Finance Company, Lienholder, Producer and Vendor detail screens has been implemented in security.

49119

Activities - Activities closed successfully, other will keep drill down items associated.

49266

Installments - Policy information shows correctly on the override screen when entering an installment for an amount greater than the flat commission on a direct bill policy.

49288

Expert mode in claims, memos, activities and notes functions properly when using the Options button.

49438

Search - Search Clients by Name has been added to the client Search menu.

49519

Policies - Security denied for revise producer, company codes and commission display company info popup box.

49590

Policies - An option has been added on the Policy List to allow for the viewing of policies by selected policy status codes and a policy status field has been added to the Policy List.

49950

Personnel Info screens Married and Male remain blank if no radio button choices are made.

50184

Company and producer commission does not reset if view commission for billing screens is denied.

50260

Company Commission list prints properly.

50337

Activities - The workstation date is used for the date that the activity was entered.

50446

Policies - Policy term defaults update properly when using custom filter settings.

50656

Company File, Agency Codes - 0 byte *.IDS files are deleted.

50758

Installments - MEM installments done on direct bill policies print in Close-Day.

50819

Right clicking and choosing Detail shows detail of customer chosen.

42990

Added the capability to search the Inland Marine Application (ACORD 81).

45659

Customers-Main File Search - Skip in Search, Marketing Plan and User Field 1, 2 and 3 criteria have been added.

45660

Searches - Customer-Calls Logged, Commercial Info, Personnel Info, Policies-With This and This, Policies-With This, Not That and Policies-With This, This, Not That searches - Marketing Plan, Skip in Search and User Field 1, 2 & 3 criteria have been added.

45686

Producer Report - If selecting to sort by company, a subtotal for each company is included on the report.

45712

Production Report - The output option of Summary by Commission volume has been added.

45857

Customers-Main File Search - On the Fields/Sort tab, Customer Street 2-UK has been removed from the Field List and from the Name and Address group under Field Groups.

45863

Book of Business Report - Automatically update the dates on the Month-End Book of Business report when Month-End is initiated.

45948

Added the Universal Certificate Holder report to the Reports area of Home Base.

45957

Company Payables Report - Adjustments are included in the COMM column when output is detailed report.

45981

Searches - Early 1900s birth dates are interpreted as taking place in the 1900s instead of 2000s

46019

Searches - Data can be filtered before sending it to a Word Mailmerge.

46040

Marketing Letter Wizard - Invoice page break criteria is available in the marketing wizard.

46059

A custom search can be cancelled without entering a title.

46163

General Ledger Schedules Report - An error is no longer created when selecting a specific schedule that has quotes around it.

46210

Check Register Report - When selecting specific vendors then not selecting any from the lookup and clicking OK, an error does not occur when trying to run the report for all Vendors.

46336

Changes Report - When using the deleted options only parameter, no error occurs.

46347

Production-Order by Commission - When excluding a territory, transactions belonging to a producer in that territory do not appear.

46351

Income Statement - The comparison year percentage amounts list correctly as positives if they are positives, and negatives if they are negatives.

46445

Client Statements - Client Statements are able to use the 8.5 x 7 paper size.

46448

Marketing Letter Wizard - Default marketing plan into activities generated by the marketing letter wizard.

46591

Client Statements - Lienholder Statements now print the loan number under the Loan Number column.

46668

Producer Report - When run for Commission Due Producers, DBR transactions now appear on the report.

46815

Searches - Searches no longer truncate numbers with commas in them.

47047

Miscellaneous Production Report - CPY transactions display.

47108

Unapplied Cash Report - The original amount column on the Unapplied Cash Report shows the amounts.

47116

Aged Receivables - Added Company To Print parameter that allows the ICO or BCO detail for the transaction to be included in the report.

47836

Production Report- Detail By Producer, Order By Comm and Summary Comp By Pr - An error is no longer generated when running for selected Customer Codes.

47865

The trial balance debit and credit columns correctly include Month-End journal entries.

48029

Client Statements - Client statements process more quickly.

48183

Client Statements - The message line was lowered on Client Statements.

48232

Search-Customers, Policies - Current now has the option to search for 'Customers w/ Only One Policy' under the Record Listing criteria.

48234

Word Mailmerge - Clarified error message when long filenames are used. Now instead of giving the error message, 'Command contains unrecognized phrase/keyword,' the error will read: 'Invalid path or file name.'

48971

The following reports contain activity time stamp: Activity, Follow-up, Change Activity File, Tracking, and Exceptions.

49472

Reports - Added a search of the ACORD Flood Application to Search - Customers and Search - Prospects.

49557

Production Report - Added Customer and Range of Customers parameters.

49558

Production Report - Detail By Producer - Added a Summary as an output option.

49614

Book of Business Report - Active Policy Range criterion has been added.

49671

Utility Log Report - Added new report that reports on UTILREC records. This report can be sorted by Utility Name, Run Date or Operator ID.

49711

49819

Production Report - Detail by Producer - Added a SORT parameter with the following criteria: Agency, Branch, Department, Customer, Company (ICO/BCO), CSR, Accting Month, Policy Type, Policy Status, Bill Mode, Transaction Type, and Line of Business (Personal/Commercial). These options are subsorts to the Producer Sort and can be used for the subtotal when using a complete or summary report output.

49853

The Flood Application has been added as a criterion for reports.

49982

Client Statements - Improved processing time on Client Statements.

50449

Security Settings have been added for the Reports module - installation setup, reindex, unlock and reset criteria utility.

50451

Reports Unlock, Reindex, and Reset Criteria Utility options have been added to the Utility Manager menu under the System Administrative folder.

50709

Policy History Search - Added criteria for Version, Company Name, Producer Name and National Producer Number.

41099

Added the ability to dequeue documents to a specific printer bin.

45819

Prospects' identifying codes (e.g., ABBOJO1) can be used as a field in a prospect formletter.

46596

Information from the Additional Coverages box on the Liability tab of the BOP application can be merged into documents.

47304

Loss notices can be selected for documents associated with a claim.

47491

Users will no longer be able to modify documents when denied access to revise them in Security Manager.

49724

Changed the link for Rough Notes Surveys from 'www.rn-pfm.com' to 'www.rn-agencyonline.com.'

50525

Implemented 'hot keys' for the letters workflow through the Options menu.

14617

Document Setup - The name of the operator can be merged into documents.

43312

Get Customer Information - This utility has been converted to 32-bit.

43420

Synchronize Policy and Transact Customer Codes - This utility has been converted to 32-bit

43422

Synchronize Master Company - This utility has been converted to 32-bit

43426

Unflag Transactions for Printing - This utility has been converted to 32-bit

43477

Archive Memo History has been converted to a 32-bit Windows utility.

43478

Archive Activity History has been converted to a 32-bit Windows utility.

43479

Verify Integrity of Archives has been converted to a 32-bit Windows utility.

43480

Archive - This utility has been converted to 32-bit.

43481

Purge - This utility has been converted to 32-bit

43484

Rebuild Personal Commercial Indicators - This utility has been converted to 32-bit.

43487

Recalculate Policy Commission - This utility has been converted to 32-bit.

43679

Rename - Prospect rename now renames the following DBFs: TFLINK, CALLHIST, APWCAR, STAVALA, STAVALB. APAGAPA, APAGAPB, APAGPRA, APAGPRB, APAGPPA, APAGPPB, APAGGLA, APAGGLB, FORMNOTE and APWCEMPS.

44492

Supplemental Form Suppression Utility 62AZ for the state of Arizona now lists the correct applications.

44495

Supplemental Forms Suppression Utility for the state of Delaware prints within the field.

45899

The Print and View Queued Forms Utility has the option to cancel if the wrong selection is made.

46215

Rename - Customer Rename now renames TFLINK.DBF for spreadsheets and documents.

46248

System Installation - A print option has been added to the System Activation menu which prints a report detailing the options selected.

46310

Rename - Running WREN32 does not cause a runtime error on Windows 2000 stations

46373

Access Violation in NTDLL.DLL error message is not received when running validations in Month-End or Night Utilities when using a printer with a PCL5e or PCL6 print driver.

46388

The message 'Global lock in place. Signon has been disabled!' is no longer generated when running Check Activity File Synchronization.

46504

Synchronize Tfile Notes - Increased speed of this utility.

46639

Forms/Edits - Company Unique Screen/Company Form Install Utility has been converted to Windows 32-bit.

46805

A pack cannot be run if open reconciliations exist.

47129

Rebuild GL Balance for a Month - This utility can be run for one agency.

47371

TAMSTART - The full field for the deferred commissions account number is validated.

47435

Renumber Forms - Text on Renumber Forms list is no longer editable.

47506

Move Policies - When using the Move Policies Utility, Loss Notices remain attached to claims that are moved.

47627

GL/Types Groups - 01-09 can be used for account groups.

47671

Workflow Editor and MyTAM Button Editor have been added to Utility Manager under the System Administrative folder.

47799

Cleanup Claim Data - This utility has been converted to 32-bit.

47866

Install Policy Types - This utility has been converted to 32-bit.

48099

Compute Activity Numbers has been renamed to 'Compute Numbers' with the following changes in place: 1. 'Activity Entries' and 'Phone Calls (Prospects Only)' have been removed. 2. 'All Counters' and 'Open Activities' have been added. 3. 'Claims (Customer Only)' has been changed to 'Open Claims.'

48174

User-Defined Transactions - A miscellaneous user-defined transaction that is offset to a 3-digit general ledger number with a 3-digit subaccount number can be added without any error messages.

48175

When the description of a general ledger account that has a cash journal attached to it is updated, the cash journal account description is also updated.

48185

Dunning Letter Criteria - This utility has been converted to 32-bit

48200

Rebuild Fields - This utility has been converted to 32-bit.

48326

View/Print Archive Utility - This utility has been converted to 32-bit.

48542

Change Agency Code - This utility has been converted to 32-bit.

48576

Doc Setup - Rebuild Individual Letter Counters has been removed.

48897

Forms Integration Utility - This utility has been converted to 32-bit.

48998

Security - The security strings for documents, email, images, faxes and spreadsheets have been replaced by 'Attachment' under each entity.

49708

Validate - When running a validate for a broker, the report shows the net amount instead of the gross amount.

49813

Security - Security Manager has advanced security options under the Account Policy. Password history and password complexity have been added.

49849

Policy Rollover uses new 32-bit activities.

50635

General Ledger - New schedule field can be added when none already exist without an error message.

50646

Purge - First splash screen says that the purge will delete items in the month chosen and prior to the month entered.

50757

Validate - The binder field in UTVALID shows a 'Y' for an open binder bill and a 'C' for a closed binder bill.

42558

Prevents Internal Error when sending package with lienholders in AP and not on the GL application

43630

The Spec C of L deductible prints in the Comprehensive area of the Business Auto application.

44011

Custom Decs - Custom Applications retain data typed in after accessing the File/Open option.

44292

Commercial Property Application under Premises, (O)ff Prem Power/(D)ependent Prop state field is a lookup field.

44435

The Activity for Company Forms printed from Prospects defaults the correct policy type.

45905

Tabbing off the Agency Name and Address Branch field after blanking out the detail on the first screen allows the cursor to move to the Agency Name field. This is so that agencies can put in the customer's current Agency information to submit the Cancellation Request to.

46164

Updated PIP to standard (210).

46537

The Agency and Branch fax number print on Commercial Applications.

47386

The Crime application allows the Yes/No responses to be removed from the Audit Procedures section.

47567

Printing a House Copy of an Auto Application prints more than one Additional Interest.

47576

Workers Compensation - The correct email address prints on the applications when printing from the Prospect List.

48173

Security options can be defined by individual forms for Customers and Prospects.

48330

Personal Umbrella - Updated this form to a 32-bit application.

48331

Updated the Inland Marine Application to a 32-bit application form.

48566

Updated the ACORD 80 Homeowners application to the 2002/01 edition.

48581

The ACORD 61 NJ (2000/09) Automobile Supplement prints.

48590

Updated Alaska Personal Auto Application - ACORD 90 AK to 2001/02 Edition.

48626

Corrected spelling of 'privileged' on the Notice of Insurance Information Practices that prints with personal ACORD forms.

48644

Updated Alabama Personal Auto Application - ACORD 90 AL to 2001/02 Edition.

48645

Updated Arkansas Personal Auto Application - ACORD 90 AR to 2000/10 Edition.

48646

Updated Arizona Personal Auto Application - ACORD 90 AZ to 2001/03 Edition.

48647

Updated California Personal Auto Application - ACORD 90 CA to 2000/01 Edition.

48648

Updated Connecticut Personal Auto Application - ACORD 90 CT to 2002/04 Edition

48651

Updated District of Columbia Personal Auto Application - ACORD 90 DC to 2002/01 Edition.

48652

Updated Florida Personal Auto Application - ACORD 90 FL to 2002/01 Edition.

48653

Updated Georgia Personal Auto Application - ACORD 90 GA to 2001/02 Edition.

48654

Updated Iowa Personal Auto Application - ACORD 90 IA to 2001/08 Edition.

48655

Updated Idaho Personal Auto Application - ACORD 90 ID to 2001/03 Edition.

48656

Updated Illinois Personal Auto Application - ACORD 90 IL to 2002/01 Edition.

48657

Updated Indiana Personal Auto Application - ACORD 90 IN to 2000/08 Edition.

48658

Updated Kansas Personal Auto Application - ACORD 90 KS to 2002/07 Edition.

48659

Updated Kentucky Personal Auto Application - ACORD 90 KY to 2002/07 Edition.

48660

Updated Massachusetts Personal Auto Application - ACORD 90 MA to 2002/01 Edition.

48661

Updated Maryland Personal Auto Application - ACORD 90 MD to 2002/10 Edition.

48662

Updated Maine Personal Auto Application - ACORD 90 ME to 2000/09 Edition.

48664

Updated Michigan Personal Auto Application - ACORD 90 MI to 2002/07 Edition.

48665

Updated Minnesota Personal Auto Application - ACORD 90 MN to 2002/08 Edition.

48666

Updated Missouri Personal Auto Application - ACORD 90 MO to 2002/09 Edition.

48667

Updated Mississippi Personal Auto Application - ACORD 90 MS to 2002/09 Edition.

48669

Updated Montana Personal Auto Application - ACORD 90 MT to 2001/08 Edition.

48670

Updated North Carolina Personal Auto Application - ACORD 90 NC to 2001/02 Edition.

48671

Updated North Dakota Personal Auto Application - ACORD 90 ND to 2000/10 Edition.

48672

Updated New Mexico Personal Auto Application - ACORD 90 NM to 2001/03 Edition.

48674

Updated Nebraska Personal Auto Application - ACORD 90 NE to 2000/08 Edition.

48675

Updated New Jersey Personal Auto Application - ACORD 90 NJ to 2000/09 Edition.

48676

Updated Nevada Personal Auto Application - ACORD 90 NV to 2001/03 Edition.

48677

Updated New Hampshire Personal Auto Application - ACORD 90 NH to 2001/03 Edition.

48678

Updated New York Personal Auto Application - ACORD 90 NY to 2002/02 Edition.

48679

Updated Ohio Personal Auto Application - ACORD 90 OH to 2002/01 Edition.

48681

Updated Oklahoma Personal Auto Application - ACORD 90 OK to 2001/03 Edition.

48682

Updated Oregon Personal Auto Application - ACORD 90 OR to 2001/05 Edition.

48684

Updated Pennsylvania Personal Auto Application - ACORD 90 PA to 2000/09 Edition.

48685

Updated Rhode Island Personal Auto Application - ACORD 90 RI to 2001/03 Edition.

48686

Updated South Carolina Personal Auto Application - ACORD 90 SC to 2001/04 Edition.

48687

Updated Tennessee Personal Auto Application - ACORD 90 TN to 2000/11 Edition.

48688

Updated Texas Personal Auto Application - ACORD 90 TX to 2001/03 Edition.

48689

Updated Utah Personal Auto Application - ACORD 90 UT to 2001/01 Edition.

48690

Updated Virginia Personal Auto Application - ACORD 90 VA to 2001/08 Edition.

48691

Updated Vermont Personal Auto Application - ACORD 90 VT to 2001/01 Edition.

48692

Updated Washington Personal Auto Application - ACORD 90 WA to 2000/08 Edition.

48693

Updated Wisconsin Personal Auto Application - ACORD 90 WI to 2001/03 Edition.

48694

Updated West Virginia Personal Auto Application - ACORD 90 WV to 2001/03 Edition.

48695

Updated Wyoming Personal Auto Application - ACORD 90 WY to 2001/03 Edition.

48819

The Florida Personal Auto application prints the 'No' response to Question #9 in the General Info section.

48883

Dwelling Fire - The Class/Type field on the Replacement Cost tab allows more characters for data entry.

48965

The ACORD 301 Flood Application 3/97a has been added.

49110

Personal Auto, standard - PIP, Ea Person prints on the printed application.

49386

Updated Colorado Personal Auto application - ACORD 90 CO to 2002/09 Edition and convert to 32-bit

49611

Updated the FL Personal Auto application to meet the new standards for option codes.

49902

The Prem/Ops and Products under both rate and premium on the General Liability Application's Hazard section print in a larger font.

50436

After the Info Move is done the Auto application refreshes without users having to exit and reenter application.

50505

Dwelling Fire Location now appears in dropdown listview if different.

50618

Message 'Max of 26 History Replacements reached, item will need to be saved to a different date' displays when a 27th history replacement is attempted, rather than getting Shifted records on the DBMAINT report.

50787

Edits - Personal Auto Change Requests with Auto Owners edits display the help associated with Name and State fields within the Change Insured's Name box.

50843

ACORD 126 General Liability Application has been updated to the 2000/04 edition.

50903

Massachusetts Personal Auto driver questions are blank when a new application is added.

Client information for Auto ID cards is pulled from Application rather than the Client Detail screen.

46141

Plain paper auto ID Card setup works on all supported Operating systems.

46940

New York barcoded auto ID cards print without errors.

Prevents Ampersands (&) from printing twice in certificates.

43891

Prevents Certificates from printing back to back when duplex printing and suppress Disclaimer Page are both being used.

45160

When adding a certificate to the last client code, the application section displays properly.

45727

Certificate of Property defaults and prints the appropriate Company Letter for each company.

48264

Updated Certificate of Liability ACORD 25 to the 2001/08 edition. The Holder tab contains 4 new checkboxes for indicating which line of business is relevant to an additional insured. If the Additional Insured checkbox was not marked before V7.1.0 was installed, the 4 new checkboxes are greyed out. The boxes become active anytime this checkbox is selected. A print-only NAIC code prints next to the corresponding company affording coverage if it is entered in the Company file.

48978

The Certificate of Liability prints the company name without overwriting the NAIC code when the company name is over 28 characters long.

44073

Commercial Change Requests update Business Auto application's lienholders properly when adding vehicles.

45373

Change Request setup label is changed from History Description Default to Activity Description Default, allowing users to default History Description line to either the Activity Description Line or the Activity First Note line.

46507

Personal Change requests now have the option to print the Producer's address.

47367

Personal Change Requests done to Homeowners applications now check the box for add, change or delete when modifications are made to the Rating information.

47417

The Crime Application, Money - Securities screen verbiage now matches the printed ACORD.

47422

Printing only the Property Schedule for a future application works.

47423

Change Request - Changing the address updates the Workers Compensation and BOP applications.

47475

Workers Compensation - The Applicant's Name box font is now larger if all data is not entered for the Florida Workers Compensation Application.

47608

If you are changing both Additional Interests on a FIRE policy via a Change Request, the Application displays new information.

47630

On the Change Request for an Equipment Floater policy, if you click Add to make an additional change, all fields are cleared.

49131

The Applicant's Name box font is now larger if all data is not entered for the Florida Workers Compensation Application.

50251

File menu remains active when window is resized.

48519

Updated Auto Loss Notice to 2002/01 Edition.

48859

Creating over 999 loss notices for a policy no longer generates invalid key errors.

Commercial - Summary of Insurance now prints PIP Coverages.

46403

Summary of Insurance for a Watercraft application prints the following limits, Outboard Motor 2, Outboard Motor 3 and blank field.

A deposit can be done using the transfer option in cash receipts or cash disbursements for new cash journals that have not yet had a deposit done to them.

42476

Customer address has been added to the customer code lookup in Receipt for Cash.

44284

A warning message displays when viewing a deposit if all records were not filed in the databases correctly.

48296

The following features have been added for print receipt for cash: A policy can now be selected to attach the receipt to, the notes from the activity print, and the policy information prints.

41452

Checks to print counter does not advance if the only check entered has been voided.

43628

A check issued with 'void' in the Description field no longer causes scan errors.

43743

Changing the amount of a check after it has been applied to an item no longer causes an out of balance situation.

50759

The ability to revise the name and address detail on a vendor or one time vendor check that has already been printed is no longer available.

43380

The OK button no longer deactivates when deleting a line when entering a backpost journal entry.

44442

Journal entries can be entered for a different agency code without exiting the Enter Journal screen if the previous journal entry was for a different agency.

47171

Chart of Accounts - Agency can add previous years' figures for all branches.

50571

Journal Entries update totals immediately when the current month is two months past the last month posted.

44321

Direct Bill - Using commission defaults calculates the correct commission when setup to Record Commissions, Do Not Reconcile for Direct Bill Reconciliations.

44906

Direct Bill - Record Commissions by Customer returns to the customer code selected in the lookup.

46389

List Statement - The Print option stays available when in list open reconciliations.

46662

Direct Bill - There is now the option to print open reconciliations.

46899

Agency billed statements can be reversed and company checks can be voided without internal errors being created.

47949

Direct Bill - An item can be unflagged that is in an open direct bill reconciliation after Month-End has been initiated.

46547

Installment Invoices for a range of dates process and print.

49727

Direct bill installments print in Close-Day if the print box has been checked.

46729

Electronic Memos upload when EFF and EXP dates are not filled in.

46791

AL1/AL3 Personal Lines Change Request Upload and AL1 Commercial Lines Change Request Upload converted to Windows 32-bit.

46792

AL1/AL3 Account Current Upload, AL3 Download Request AL3 Download Setup have been converted to Windows 32-bit.

48594

Personal Lines Home, Inland Marine, Watercraft and Dwelling Fire Upload have been updated with new form changes.

48629

A verification screen was added to the Transmit to IVANS program and Transmit Loss Notices Only program from Utility Manager. This screen allows the user to verify he or she wants to proceed with the selected program or to cancel from the program.

46364

Direct Bill Commission Downloads prints the log to Windows Printer instead of DOSTAM printers.

46728

Personal Auto has been converted to Windows 32-bit.

48630

A verification screen was added to the Batch Update From Files program from Utility Manager. This screen allows the user to verify that he or she wants to proceed with Batch Update From Files or to cancel from the Batch Update From Files program.

49499

Suspense Program Window can be minimized.

49985

Users can specify a local installation of IVANS Transfer Manager for use by TAM.