CMS Version History

CMS Version 3.05

Date: 12/21/2011

ACORD Forms

• New Item Added page sidebar to ACORD Forms.
  
• Updated Added New forms from May/June 2011
  UPDATED Forms
  38 Notice of Insurance Information Practices
  67 Illinois / Indiana / Kentucky / West Virginia Mine Subsidence, Property Insurance Supplement
  38 KS Kansas Personal Insurance Supplement
  38 MN Minnesota Authorization
  38 VA Virginia Notice of Information Practices (Privacy)
  67 CA California Residential Property Insurance Disclosure
  90 OK Oklahoma Personal Auto Application
  90 SD South Dakota Personal Auto Application
  90 UT Utah Personal Auto Application
  137 OK Oklahoma Commercial Auto Coverages / Limits Section
  137 SD South Dakota Commercial Auto Coverages / Limits Section
  137 UT Utah Commercial Auto Coverages / Limits Section
  138 OK Oklahoma Garage and Dealers Coverages / Limits Section
  138 SD South Dakota Garage and Dealers Coverages / Limits Section
  138 UT Utah Garage and Dealers Coverages / Limits Section
  861 CA California Residential Property Insurance Bill of Rights
  NEW Forms
  66 Personal Insurance Supplement â?? Extraordinary Life Circumstances Disclosure
  53 NV Nevada Temporary Insurance Identification Card, Evidence of Operatorâ??s Policy of Liability Insurance
  54 NV Nevada Permanent Insurance Identification Card, Evidence of Operatorâ??s Policy of Liability Insurance
  62 CT Connecticut Personal Insurance Supplement â?? Summary of Consumer Protections
  62 OH Ohio Auto Supplement â?? Important Optional Disclosure Notice Uninsured Motorist Property Damage Coverage
  290 OK Oklahoma Personal Auto Application Section
  290 SD South Dakota Personal Auto Application Section
  290 UT Utah Personal Auto Application Section
  
• Updated Added auto fill of ACORD 140 supplementary forms.
  
• Updated Added new and updated ACORD forms for Sept/Oct 2011
  New Forms
  290SC (2011/09)South Carolina Personal Auto Application Section
  290TN (2011/09)Tennessee Personal Auto Application Section
  803 (2011/10)Liquor Liability Section
  834 (2011/09)Cyber and Privacy Coverage Section
  Updated Forms
  90SC (2011/09)South Carolina Personal Auto Application
  90TN (2011/09)Tennessee Personal Auto Application
  137SC (2011/09)South Carolina Commercial Auto Coverages / Limits Section
  137TN (2011/09)Tennessee Commercial Auto Coverages / Limits Section
  137WI (2011/09)Wisconsin Commercial Auto Coverages / Limits Section
  138SC (2011/09)South Carolina Garage and Dealers Coverages / Limits Section
  138TN (2011/09)Tennessee Garage and Dealers Coverages / Limits Section
  185 (2011/09)Restaurant / Tavern Supplement
  802 (2011/09)Hotel / Motel Supplement
  810 (2011/10)Business Income / Extra Expense / Rental Value, Supplement to Property Section
  811 (2011/10)Value Reporting Information, Supplement to Property Section
  823 (2011/10)Additional Premises Information Schedule
  
• Updated Updated Auto Loss Notice to the 2011/01 Version.
  
• Updated Added New and Updated forms for Aug/Sept 2011
  NEW FORMS:
  Form 290 OH (2011/08) Ohio Personal Auto Application Section
  Form 290 TX (2011/08) Texas Personal Auto Application Section
  UPDATED FORMS:
  Form 035 (2011/09) Cancellation Request / Policy Release
  Form 071 (2011/09) Personal Auto Change Request
  Form 090MI (2011/08) Michigan Personal Auto Application
  Form 090OH (2011/08) Ohio Personal Auto Application
  Form 090TX (2011/08) Texas Personal Auto Application
  Form 126 (2011/09) Commercial General Liability Section
  Form 137MD (2011/09) Maryland Commercial Auto Coverages / Limits Section
  Form 137MI (2011/08) Michigan Commercial Auto Coverages / Limits Section
  Form 137OH (2011/08) Ohio Commercial Auto Coverages / Limits Section
  Form 137PA (2011/08) Pennsylvania Commercial Auto Coverages / Limits Section
  Form 137TX (2011/08) Texas Commercial Auto Coverages / Limits Section
  Form 137WA (2011/08) Washington Commercial Auto Coverages / Limits Section
  Form 138MD (2011/09) Maryland Garage and Dealers Coverages / Limits Section
  Form 138MI (2011/08) Michigan Garage and Dealers Coverages / Limits Section
  Form 138OH (2011/08) Ohio Garage and Dealers Coverages / Limits Section
  Form 138TX (2011/08) Texas Garage and Dealers Coverages / Limits Section
  Form 138WA (2011/08) Washington Garage and Dealers Coverages / Limits Section
  Form 290MI (2011/08) Michigan Personal Auto Application Section
  Form 828 (2011/09) Fiduciary Liability Coverage Section
  Form 832 (2011/09) Miscellaneous E&O Section
  
• Updated Added new forms for May/June 2011 release.
  Updated Forms
  1 Property Loss Notice (2011/07)
  2 Automobile Loss Notice (2011/07)
  3 General Liability Notice of Occurrence/Claim (2011/07)
  4 Workers Comp First Report of Injury or Illness(2011/07)
  5 Aircraft Loss Notice (2011/07)
  90MN Minnesota Personal Auto Application (2011/06)
  90ND North Dakota Personal Auto Application (2011/06)
  90NJ New Jersey Personal Auto Application (2011/06)
  90OR Oregon Personal Auto Application (2011/04)
  137CO Colorado Commercial Auto Coverages/Limits Section (2011/06)
  137IN Indiana Commercial Auto Coverages/Limits Section (2011/07)
  137MN Minnesota Commercial Auto Coverages/Limits Section (2011/06)
  137ND North Dakota Commercial Auto Coverages/Limits Section (2011/06)
  137NJ New Jersey Commercial Auto Coverages/Limits Section (2011/06)
  137OR Oregon Commercial Auto Coverages/Limits Section (2011/04)
  138CO Colorado Garage and Dealers Coverage/Limits Section (2011/06)
  138IN Indiana Garage and Dealers Coverage/Limits Section (2011/07)
  138ND North Dakota Garage and Dealers Coverage/Limits Section (2011/06)
  New Forms
  290MN Minnesota Personal Auto Application Section (2011/06)
  290ND North Dakota Personal Auto Application Section (2011/06)
  290NJ New Jersey Personal Auto Application Section (2011/06)
  290OR Oregon Personal Auto Application Section (2011/04)
  
• Updated Added an auto fill for the lienholder in ACORD Form 023.
  
• Updated Fixed display of addresses that are blank and showed as just commas.
  
• Updated New and Updated forms for April/May 2011
  New forms:
  FORM 290 Kentucky Personal Auto Application Section (2011/03)
  FORM 290 Nevada Personal Auto Application Section (2011/04)
  FORM 290 Vermont Personal Auto Application Section (2011/05)
  FORM 305 National Flood Insurance Program - Credit Card Payment Form (2011/04)
  FORM 306 National Flood Insurance Program - Rating Information and Elevated Building Determination Form (2011/04)
  FORM 307 National Flood Insurance Program - Floodproofing Certificate for Non-Residential Structures (2011/04)
  FORM 308 National Flood Insurance Program - Residential Basement Floodproofing Certificate (2011/04)
  Updated forms:
  FORM 66 California Offer Of Earthquake Coverage (2011/04)
  FORM 90 Kentucky Personal Auto Application (2011/03)
  FORM 90 Nevada Personal Auto Application (2011/04)
  FORM 90 Vermont Personal Auto Application (2011/05)
  FORM 137 Kentucky Commercial Auto Coverages/Limits Section (2011/03)
  FORM 137 Nevada Business Auto Coverages/Limits Section (2011/04)
  FORM 137 Vermont Commercial Auto Coverages/Limits Section (2011/05)
  FORM 138 Kentucky Garage and Dealers Coverage/Limits Section (2011/03)
  FORM 138 Nevada Garage/Dealers Coverage/Limits Section (2011/04)
  FORM 138 Vermont Garage and Dealers Coverage/Limits Section (201103/05)
  FORM 854 California Fair Plan - Dwelling Application (2011/04)
  

Action Menu

• Updated Changed Action Menu "Print Change Form" to "Complete Change Form"
  Keep the hot key as "P"
  

Auto Policy

• New Item Added ability to print New York Permanent ID-Card.
  

Certificates

• Updated Added side tabbed look to Certificate Interface.
  

Claims

• Updated Added Side-Tabs to Edit All.
  

CMS

• Changed all references of X-dates to Cross-Sell/XDates.
  
• New Item Added basic GPI details in view by LOB.
  
• New Item Added new UI Look to CMS.
  
• New Item Added a Policy List View when on the Client Tab.
  
• Updated Added validating highlighting to GPI Screen
  
• Updated Updated and added new icons.
  
• Updated Updated the Copyright versions in the help | about dialogs
  
• Updated Added an extra line item labeled "More..." in the main client screen if there are more than 2 phone numbers. Clicking it will bring up the contact popup screen.
  
• Updated Added ability to copy information to the clipboard from the location tab on enhanced policies.
  
• Updated Fixed matching rules for insured to personal screen.
  
• Updated Added additional types of file inserts in the file insert menu.
  
• Updated Added LOB sub tabs to Policy Bar.
  
• Updated Changed "Online Training" to "Online User Resources"
  
• Updated Updated status to show the same status from the GPI screen when displaying of a list of policies
  
• Updated Added link to Insured's Personal Screen
  
• Updated Added more space between log notes.
  
• Updated Changed to use the new Enhanced Print dialog.
  
• Updated Added "Close All" and "Close All But This" to tab's right click menu.
  
• Updated Added ability to edit specific LOB coverages on enhanced policies.
  
• Updated Added ability for users to add help text when setting up external tools for the "Action" side bar.
  
• Updated Removed ability to auto-size fonts.
  
• Updated Fixed the default of the effective date and expiration date on ID cards to come from the policy.
  
• Updated Changed the order and items in the Help Menu.
  
• Updated Changed the X-Date to protect or default certain fields if coming from a Prospect.
  
• Updated Updated CMS so that "Client Misc Info" is more universal throughout CMS
  

Commercial Policy

• New Item Added ability to add buildings to locations.
  
• Updated Changed "Enhanced" Policy wording to "Commercial/All Other" for consistency
  
• Updated Removes the Package Level Coverages line from the LOBs
  

Commission Tracking

• Updated Added tab views to commission report.
  

Database

• Updated Removed On-The-Fly Conversion Code from Updating Old Data Files to new User Agency Permissions.
  

Downloads

• Updated Fixed the download uprate rule to trigger if either premium is 0.
  
• Updated Fixed display of Mercury AL3 files to accommodate using 5CVG.
  
• Updated Added (International License) to the end of the License State/Num: if the driver has an international driver's license shown on an AL3.
  

Help

• Updated Updated hover help text for menus and toolbars in all projects.
  

Inbox

• Added theming to bottom of inbox dialog as well as other places with similar bars.
  
• New Item Added new PDF Viewer.
  
• Updated Updated Inbox/Attachment viewer to new UI.
  
• Updated Added "New Business" and "Endorsement" to the default attachment descriptions.
  

Integrations

• Updated Removed Primary Rater as a quote type
  
• Updated Changed AL3 export to now include the property.
  
• Updated Added "Error" reporting when UM and UIM sent without BI coverage.
  
• Updated Added additional information to show which address has an "Invalid State" error message when integrating with EZLynx.
  

Letters

• Updated Fixed display of User Input fields that contain an '&' in the description in letter and email templates.
  

Mail-List

• Test
  
• Test
  

Mopro Policy

• Updated Changed form for Mopros to now say Emergency Road Service instead of Motorists Protect Policy.
  

Proposals

• Updated Added Print Preview button to bottom of Proposals Wizard so user can hit it at any time.
  

Reports

• Fixed Report Generator Crash cause by bad logic with regards to CFile::osWriteThrough error.
  
• Updated Fixed Copy and Paste Issues from Report Generator.
  

Setup

• Updated Changed Multi-Agency Setup to use new list property sheets.
  
• Updated Changed Setup Menu to indicate Letter / Emails / Proposal Templates.
  
• Updated Combined User List, Email and Calendar into one setup interface.
  

Start page

• New Item Added Google Calendar Integration.
  
• Updated Changed the order of Help Pane items.
  
• Updated Added Agency Name to Start Page.
  
• Updated Added theming to the start page.
  
• Updated Added new look to Start Page.
  
• Updated Added Tips and Tricks from an RSS feed on forums.hawksoftinc.com.
  

Trust Accounting

• Updated Added tabbed interface to receipt report.
  
• Updated Changed "To Be..." toolbar to show "To Be Exported" in the Receipt Report.
  

Updates

• Updated Changed all references of Internet Update to Update
  

User Interface

• Updated Added new icons to CMS.
  
• Updated Added field for Help Text for customized buttons.
  

Virtual Printer

• New Item HawkSoft Virtual Printer now uses NovaPDF
  

CMS Version 3.04.12

Date: 3/16/2011

Accounting

• Updated Added ability to choose Statement Date, Reconcile Date (Agency Paid Date), and Agent Paid Date for both Agency Commission and Agent Commission reports.
  
• Updated Added a new check box to allow the user to un-reconcile the company payable on an agency bill invoice where the payable is paid.
  
• Updated Changed to use default setting by user when clicking on Today, Yesterday and To Be Exported. And bold or check the default action in the menu.
  
• Updated Added default of Agency Bill from memory of what the user last checked on new invoices.
  
• Updated Added sort and sub-totaled by company to Agent Commission Statements.
  
• Updated Added Payable Paid Date when reconciled on Agency Bill Invoice
  
• Updated Added ability to edit the Agent Field on invoices when invoice is created from an amount due on a receipt.
  
• Updated Added Receipt Reports Filter of Transactions memory from the last time it was selected.
  
• Updated Added requirement of a valid policy office prior to making a payment.
  
• Updated Added Agency and Office info on the payment dialog - for informational use only.
  
• Updated Added better error handling when reversing a transaction sent to QuickBooks.
  

ACORD Forms

• Updated Added Additional Interest address lines 1 and 2 as well as mobile home.
  
• Updated Added additional Pages Automatically for ACORD 823.
  
• Updated Updated all internal ACORD Forms to the newest version: Binder, etc.
  
• Updated Added new navigation keyboard shortcuts to ACORD Forms. Page Up, Page Down to go between pages. Up/Down arrow key to control below.
  
• Updated Added complete flood of data to all supporting forms (ACORD 129,163,45) from ACORD 127.
  
• Updated Added/Updated ACORD Forms for August - Sept 2010:
  80 - Homeowner Application (2010/05)
  88 - Personal Insurance Application â?? Applicant Information Section (2010/05)
  89 - Residential Section (2010/05)
  808 - P&C Agency Appointment Form (2010/08)
  817 - P&C Agency Appointment Form â?? Appointment Section (2010/08)
  819 - P&C Producer Appointment Form â?? Additional Appointment or Termination P&C-State Specific (2010/08)
  P & C State Specific
  51NV - Nevada Temporary Insurance Identification Card (2010/05)
  61UT - Utah Auto Supplement (2010/08)
  67NJ - New Jersey Underwriting Association â?? Dwelling Fire Application (2010/08)
  90CO - Colorado Personal Auto Application (2010/08)
  90GA - Georgia Personal Auto Application (2010/08)
  90ID - Idaho Personal Auto Application (2010/08)
  90IN - Indiana Personal Auto Application (2010/08)
  137AR - Arkansas Commercial Auto Coverages / Limits Section (2010/08)
  138AR - Arkansas Garage and Dealers Coverages / Limits Section (2010/08)
  854CA - California FAIR Plan Property Insurance Application for Dwelling Insurance (2010/08)
  855CA - California FAIR Plan Property Insurance Application for Commercial Insurance (2010/08)
  
• Updated Added additional driver fields to the TX ID card (050TX84)
  
• Updated Changed the ACORD Form properties to have ability to go to a particular page.
  
• Updated Added the newest version of Evidence of Commercial Property and Certificate of Property Insurance.
  
• Updated Added/Updated ACORD forms for Oct./Nov. 2010
  Updated forms:
  ACORD Form 301 (2010/10) National Floods Insurance Program - Application
  ACORD Form 302 (2010/10) National Floods Insurance Program - General Change Endorsement
  ACORD Form 303 (2010/10) National Floods Insurance Program - Preferred Risk Policy Application
  ACORD Form 304 (2010/10) National Floods Insurance Program - Cancellation / Nullification Form
  ACORD Form 64 DC (2010/11) Application to District of Columbia Property Insurance
  ACORD Form 64 MD (2010/11) Maryland Property Insurance Availability Program
  ACORD Form 90 MI (2010/10) Michigan Personal Auto Application
  ACORD Form 90 MO (2010/10) Missouri Personal Auto Application
  ACORD Form 90 WA (2010/10) Washington Personal Auto Application
  ACORD Form 97 SC (2010/09) Associated Insurers Plan of South Carolina â?? Private Passenger Application
  ACORD Form 137 DE (2010/08) Delaware Commercial Auto Coverages / Limits Section
  ACORD Form 138 DE (2010/08) Delaware Garage and Dealers Coverages / Limits Section
  ACORD Form 177 SC (2010/09) Associated Insurers Plan of South Carolina â?? Commercial Application
  New Forms:
  ACORD Form 290 MI (2010/10) Michigan Personal Auto Application Section
  ACORD Form 290 MO (2010/10) Missouri Personal Auto Application Section
  ACORD Form 290 WA (2010/10) Washington Personal Auto Application Section
  
• Updated Added the following new ACORD forms:
  029XXA4 - Evidence Of Flood Insurance (2010/12)
  290CAA4 - California Personal Auto Application Section (2010/12)
  825XXA4 - Professional/Specialty Insurance Application (2010/12)
  831XXA4 - Professional/Specialty Insurance Application - Notice of Incident / Claim (2010/12)
  
• Updated Added the following new ACORD forms:
  067MD - Maryland Personal Auto Supplement (2011/01)
  105XX - Apartment Building Supplement (2010/12)
  290AL - Alabama Personal Auto Application Section (2010/11)
  290AZ - Arizona Personal Auto Application Section (2010/11)
  
• Updated Added Contact 1 and Contact 2 as output to ACORD Forms
  
• Updated Added/Updated ACORD Forms for Sept/Oct 2010:
  Updated:
  District of Columbia: 64, 66, 67
  Maryland: 64, 65, 66, 90,
  Montana: 90
  Pennsylvania: 90
  New:
  Maryland: 290
  Montana: 290
  Pennsylvania: 290
  

Attachments

• Updated Removed restriction on modifying the description on HMF change forms and allows HMF change forms to be sent to the inbox.
  

Auto Policy

• Updated Added a Next and Previous tool bar to the Commercial Auto Driver/Vehicle List.
  
• Updated Added a new checkbox to include DBA Name on ID Cards.
  

Backup / Restore

• New Item Added ability to backup to Blu-Ray.
  

Batch Email

• Updated Moved batch notification email address from a per agency to per user setting
  
• Updated Removed .inc file to prevent Batch Emailing
  

Certificates

• New Item Added ability to choose between two versions of the Certificate of Liability Insurance form. The old form is ACORD 25 (2001/08), the new form is ACORD 25 (2010/05).
  
• Updated Added new form 027XXA1 (2009) to pull up AI list when launching from acord forms and action menu.
  
• Updated Added the display of commas in the certificate screen.
  
• Updated Added Subject of Insurance in the Description of Cert Holder when adding a new Cert Holder from the additional interest list.
  
• Updated Added ability to make copies of certificates.
  
• Updated Added larger signature on the certificates.
  

Change Forms

• Updated Added Email Change form as a PDF attachment and allows the user to add text to the email and capture it. Also the change form is attached to the client file as a PDF instead of an HMF.
  

Claims

• New Item Added Client Claims summary under Internal | Print | Summary.
  
• Updated Added links to policies and claims together for better access.
  

CMS

• New Item Added Contact Info Out of Date popup alert if contact data has not been reviewed with customer within the last x number of days to ensure the information is staying up to date.
  
• Updated Added an auto-complete list to Occupation in personal screen, boat operator and driver.
  
• Updated Added capture and storage by user of Screen fonts/color, toolbar, toolbar captions, status bar, and log bar. Prior settings are brought over from hawk.ini.
  
• Updated Added LOB for Auto, Home and Boat and NAIC Code for all policy types in Policy and Policy/Company Setup.
  
• Updated Added Preferred Name in parenthesis after name on client view.
  
• Updated Added memory of the size of notes popup by user.
  
• Updated Removed Abbreviated Action Menu option from Setup | General Configuration. This effects the action menu when launched from the client.
  
• Updated Search Box - Added a Business name search field below the Last, First field.
  
• Updated Added Business License Number to client page.
  
• Updated User Permission by Office - Added ability to Hide Unauthorized Client Files to User Permission by Office security. This will no longer show unauthorized client files in the search box by a lock.
  
• Updated Show Menu - Changed Show Canceled to Show Inactive policies. It will not show expired policies if unchecked.
  
• Updated Communication and T-File Menus - Added Sub Lists to the Communication and T-File Menu via the setup | customize lists setup list items screen. By adding a colon after a new item a sub list can be added. (i.e. Email: Change, Email: Communication, Email: Junk) This would produce a sub list of Change, Communication and Junk under the Email category in the action menu.
  
• Updated Added ability for a user to specify that only that user can close a flag.
  
• Updated Added 'Text' as an Action Menu from/to item. ie Text From Insured.
  
• Updated Added Policy NAIC Code as a letter output field, Hawk-Link output field and an ACORD Form output field.
  
• Updated Added Left Click on Client ID to Copy to Clipboard like other fields.
  
• Updated Changed DBA fields so that a Sole Proprietor DBA cannot have a second DBA associated with it. Partnerships now show the contacts as Named Insureds.
  

Commission Report

• Updated Added a new drop down for filter that will allow different date options to be selected when running the commission report.
  
• Updated Added a view button to view a commission statement. Also the Statement Date will be defaulted from the Transaction Date from the commission download.
  
• Updated Changed the Effective Date on Report to be the Transaction Effective Date and not the Policy Effective Date.
  
• Updated Added a new Print Commission Statements Button to the commission report.
  

Data Importer

• Updated Added the automatic creation of personal screens for insured 1 and 2. Also added personal screen import fields.
  
• Updated Distribute Data Importer with v3.04
  

Data Replace

• Updated Added Client Source and Client CSR to Data Replace.
  

Download Viewer

• Updated Added the memory of zoom settings for various document types in the Inbox Viewer.
  
• Updated Added all 3 Option Codes on AL3 View
  
• Updated Added ) to end of Inland Marine (commercial
  

Downloads

• New Item Added a new Download Alert Rule that allows the ability to send to mail-list and/or create a suspend log if the premium uprate is greater than x percent.
  
• Updated Added Proper Case on Downloads.
  
• Updated Changed Social Security Number to no longer update if it is already filled out.
  
• Updated Added Secura downloads for DFIRE and PUMB
  
• Updated Changed default to open suspense for all download rules when checking a suspense item.
  
• Updated Certified Fidelity National DFIRE.
  

Email

• Updated Added the CC and BCC in the log note when sending an email using Outlook, in addition to From, To, Subject and Message.
  
• Updated Changed Email Address to no longer show in Email Setup. Moved Email and batch email server settings to the user.ini
  

File Maintenance

• Updated Changed the purge attachment rules to purge Images on all Inactive Policies including expired. Added a checkbox to turn off this rule.
  

Hawk-Link

• Updated Added Insured's Date of Birth, 2nd Insured's Date of Birth, and 2nd Insured's Social as Hawk-Link map fields.
  

Home Policy

• Updated Added ability to input and display the phone and fax on Mortgage screens.
  

Import

• Updated Added ability to import LOB Codes to Tagged Field Format
  

Integration

• New Item Added a Generic ACORD XML Importer.
  
• Updated Multico - Changed the order of the setup items so it makes better sense from Multico's perspective.
  
• Updated EZLynx - Updated to new standard and added ability to have Auto and Home be included in the same quote.
  
• Updated Added gensOtherPhone,gensMsgPhone and gen_sPager as an import tag to the tagged field importer.
  
• Updated Added Log notes for Progressive and Arrowhead integration if email is clicked.
  
• Updated Added logging to Progressive, Arrowhead and Transformation Station.
  
• Updated Updated AccuAuto integration to handle AccuAuto Online.
  

Internet Update

• Updated Added display of upgrade message warning about installing .NET framework on each workstation when updating from v3.02 or prior to v3.03 or later now.
  

Letters

• New Item Added ability to 'drag and drop' and 'copy and paste' image files in the letter editor
  
• Updated Added Right-Click Insert Field Menu to Letter Editor
  
• Updated Added Agent 1, Agent 2, Agent 3, Producer and CSR Email merge fields.
  
• Updated Removed ability to add new Microsoft Word Letters.
  
• Updated Added the following table merge fields: AI List, Contact List, Coverage List, Driver List, Location List, Policy Summary List and Vehicle List.
  
• Updated Added sample data to Print preview of letters.
  
• Updated Added ability to add log note text to each client log note when printing Batch Form Letters.
  

Mercury PDF Importer

• Updated Added ability to handle PDF Claims from Mercury.
  

PDF

• Updated Added association of PDFs with attach.exe if PDFs association not there.
  Added a General Configuration Setting to to launch PDFs from attachment list with attach.exe.
  

Personal Screens

• Updated Changed CMS to update Personal Screen if the name of the insured changes (for example if the insured gets married and changes their last name).
  

Policy/Company Setup

• Updated Added Paste Special | LOBs/Coverages to the Enhanced Policy tab.
  
• Updated Removed the "Import" buttons from the Policy / Company Setup dialog box.
  

Proposals

• New Item Added the following new features to proposals:
  - Multiple Templates
  - Ability to choose and edit templates prior to printing.
  - Print Preview by Section
  - Print Preview Complete before the click finish
  
• Updated Fixed enhanced policy proposals to no longer lose some LOBs as print choices.
  

Report Generator

• Updated Added Security to not allow exporting, printing or saving a report.
  
• Updated Added Print Preview to Report Generator Batch Letter if an RTF letter is chosen.
  
• Updated Added Flood and Builder's Risk in Home Data Replace.
  
• Updated Added ability to modify report title at time of printing.
  

Setup

• Updated Added new checkbox to remove PDF Security in Setup | General Configuration. This defaults to on.
  
• Updated Combined the Mortgagee, Additional Interest and Certificate Holder Lists.
  
• Updated Moved Sources to Customize Lists
  
• Updated Changed wording in General Configuration Screen from "Uppercase Address Fields" to "Uppercase Name and Address Fields"
  

Suspenses

• New Item Added suspense overview report.
  
• Updated Added additional text to the bottom of the log note stating it was suspended for a certain date, for a particular user when Suspending or re-suspending a log entry.
  

Transformation Station

• Updated Added feedback when the company URL tries to load and fails.
  
• Updated Updated correct Company URL for all companies in list
  

Virtual Printer

• Updated Created new HawkSoft Virtual Printer which works with Windows 7 and allows for appending printed documents.
  

X-Dates

• Updated Added Carrier Field to X-Dates.
  
• Updated Added question to Auto Create X-dates on prospect.
  

CMS Version 3.03.11.92

Date: 6/14/2010

Accounting

• Updated Added ability to reset QuickBooks Integration from Setup | Receipts/QuickBooks.
  
• Updated Added ability to not send invoice items to QuickBooks.
  

ACORD Forms

• New Item Added/updated forms:
  Florida 137, 138
  Michigan 62, 64, 90, 138, 139, 171, 172, 173
  Mississippi 61, 90, 137, 138
  Montana 60, 62, 67, 90, 133, 137, 138
  Nevada 51, 62,
  New Jersey 135, 136
  New York 65
  North Carolina 65, 136
  Oklahoma 50, 51, 60
  Oregon 90,
  Wisconsin 90, 137, 138
  
• Updated Updated May 2010 Forms
  
• Updated Fixed Collision premiums not coming in on most of the ACORD 90 forms.
  
• Updated Added ACORD forms for Alaska
  
• Updated Removed Minnesota FAIR plan applications: ACORD forms 60, 64, 66, 67, 68, 69, 851, and 852 for the state of Minnesota have been removed.
  The Minnesota FAIR Plan advised ACORD that the only way an applicant may apply for insurance through the MN FAIR Plan is electronically via the MN FAIR Planâ??s website (http://www.mnfairplan.org).
  
• Updated New and Updated ACORD forms
  New: 64RI, 65 RI, 95MA, 137NE
  New Version: 65NC, 74XX, 90NC, 90NE, 137NC, 138NC, 138NE
  
• Updated Updated form 129 (Unlimited) to have a dropdown list on the garaging address fields.
  
• Updated Changed ACORD 090CA garaged check box to a drop down list on forms showing garage code.
  
• Updated Added forms for Jan 2010
  New: 050AZA1, 178WIA1, 337XX92, 854CAA1
  Updated Version: 002XXA1, 020XXA1, 021XXA1, 022XXA1, 023XXA1, 027XXA1, 028XXA1, 061CTA1, 069ILA1,090VAA1, 133FLA1, 134FLA1, 177WAI1, 807XXA1, 855CAA1
  
• Updated Added state specific forms for Rhode Island
  

Auto Policy

• Updated Drivers License Number length Increased to 25 characters.
  

Backup / Restore

• Updated Added ability to select multiple files on Restore with Minimal Interface selected.
  

Certificates

• New Item On the certificate of liability insurance, the number of days and cross-out wording has been moved from the certificate to the individual certification holders. In addition, added contact information such as phone, fax and email address to the certificate holders. Enhanced printing capabilities including ability to attach an attachment when printing. Added ability to print all certificate holders on a policy at the same time regardless of the certificate that they are on.
  
• Updated Added other CGL coverage line.
  
• Updated Prints insured's name on Cert Holder List
  

Client Summary

• Updated Removed HawkSoft Logo from the print out of the client summary as it is distracting.
  

CMS

• New Item Added Policy Report Index for speeding up reports that are filtered by a policy field.
  
• New Item Added Annualized Active Policy Premium on Contact Screen.
  
• Updated Changed the images paths so that we do not store the path in the attachment link but reference the images path in the folder locations.
  
• Updated Standardized the wording in CMS to Additional Interests. Changed wording on Vehicle Edit Screen from Lien Holder to Additional Interest(s). Changed title of Additional/Other Interests dialog to Additional Interest(s).
  
• Updated Changed the max client file size from 2,000,000 bytes to 10,000,000 bytes.
  
• Updated The Agency Logo Importer under Setup | General Configuration | Agency Logo now supports larger images and more formats including: PNG, JPEG, GIF, BMP, ICO, WMF and EMF.
  
• Updated Right click on the policy bar now goes directly to the Show menu instead of having to click on Show first.
  
• Updated Added automatic logout of CMS if user has not had any interaction for X number of minutes. The default is 30 minutes but it can be changed by going to Setup | General Configuration. This setting will allow terminated sessions to free up seats after 24 hours.
  
• Updated Added note to Start Page informing users of Windows 2000 that Windows 2000 will not be supported by HawkSoft after July 2010.
  
• Updated Changed Invoicing hotkey/toolbar from "Phone From Insured" to "Mail to Insured".
  
• Updated Updated Download Rules for Suspense and Mail-List Items to include Client Producer and Client CSR.
  
• Updated Added CSR field to Client
  
• Updated Automatically installs required components at launch of CMS.
  
• Updated No longer puts out Quoted Premium on Client Summary.
  

Commission Report

• Updated When printing a commission report detail from the Commission Report Summary, the printer settings are now remembered from the last time it was printed.
  
• Updated Added Statement Date to Commission Report.
  

Data Importer

• Updated Added Company DBA Name to Data Importer
  

Downloads

• New Item Added CBIC Downloads for CPKG, GL, PROP
  
• New Item Added PEKIN BOP Certification
  
• New Item Added Progressive Homesite certification
  
• New Item Added GHS Per Auto Certification
  
• New Item Added Umialik Download Certification - Home w/InMar and DFire.
  
• New Item Added Austin Mutual Certification - DFIRE, PUMB, CUMB, BOP, CAUTO
  
• New Item Added American Independent Companies, Inc.
  
• New Item Added Universal North America Download certification (PAUTO, DFIRE, HOME w/INMAR)
  
• Updated For Mercury Home now puts Incl if a coverage is empty.
  
• Updated Added United Fire Group Boat Policies
  

Hawk-Link

• Updated Added option to hide Play/Record buttons. They are now hidden by default.
  
• Updated Hawk-Link Enhancements:
  - Internet Explorer for Windows 7/Windows Vista now works in Protected Mode
  - Added captions to Hawk-Link Toolbar with setting to choose from All, Common Captions, or All Captions
  - IE Context Menu now works in Windows 7/Vista. HawkSoft menu will not be added to this menu.
  - Popup Context Toolbar now works in Windows 7/Vista
  - Hawk-Link cannot map nor update read-only fields.
  - Hawk-Link can now save attachments to the client file even though the action menu is active.
  - Updated look and feel of Hawk-Link Toolbar
  - Added ability to map a field by domain as well as web page.
  - When mapping a field, changed category filter to allow for finding fields easier.
  - Updated GUI so use new enhanced buttons.
  

Help

• Updated Added Edit | Find to the menus.
  

Integration

• Updated Added ability to import .CMSAL3 Files for importing AL3 Files.
  
• Updated Added ITC Web Edition as a bridge option from Setup | Bridges | New.
  

Internet Update

• Updated Update can now force close of CMS.exe.
  

Letters

• Updated Added Client Producer as merge field on Letters
  

Policy/Company Setup

• Updated Removed Billing Plans Setup as it is not used anywhere in CMS.
  
• Updated Added Website Page to Mopro Policy/Company Setup
  

Scanning

• Updated When scanning from a client file, a description is now required.
  

Setup

• Updated Signatures: Added the following sentence to the signature page that is printed for users to sign as part of the user signature import wizard: "The scanned signature image must be saved as an image file, .tif, .jpg, .bmp or .gif, to be imported in to the Signature Wizard."
  
• Updated Removed General Configuration setting "Show Open Transactions from File | Suspense". Open transactions will now always show on the File | Suspense report.
  

System Information

• Updated Support for Windows 7, Server 2008 and Server 2008 R2
  

Virtual Printer V1

• Updated Change Virtual Printer V1 to function like V2 when the inbox is closed from a print, prompt to either delete the item or send it to the inbox.
  

CMS Version 3.02.72

Date: 9/25/2009

Accounting

• Updated Change receipt office address output to reflect the customer's office when taking a payment payable to the agency such as a broker fee.
  

ACORD Forms

• New Item Added Acord 51 New Jersey Permanent ID Card
  
• New Item Added Iowa Auto Insurance ID Card (2007/08)
  
• Updated Added new/updated forms for April 2009.
  
• Updated Acord Form 401XX73 had the mailing address misaligned. It was showing up half in and half out of the space for the address. Fields have been adjusted to fit into the box better.
  
• Updated Added/updated all ACORD for Colorado: 171;
  Added/updated all ACORD forms for Connecticut: 171,172;
  Added/updated all ACORD forms for Florida: 051,067,090,133,137,138,172,173,174;
  Added/updated all ACORD forms for Georgia: 050,064,090,137;
  Added/updated all ACORD forms for Illinois: 062,069,171;
  
• Updated Added forms 61CO84, 061ID84, 062AL01; 090AL42, 090CO84, 137AL42, 137ID84, 138AL42, 138ID84, 856CA43, 860CA44, 861CA62.
  
• Updated Added LA, KS, and NJ ACORD Forms. Updated current forms for July 09.
  
• Updated Added ACORD Forms for South Carolina.
  
• Updated Updated ACORD Forms 45, 63, 330 ,610 , 134FL, 138 NJ. Added wording to 63CO,HI,OH,and WA to show that these forms have been removed- Use form 63 (2009/04)
  
• Updated Outputs property section to multiple 140 pages if necessary, filling in the subjects of insurance, locations and AIs.
  
• Updated Certificates of Insurance now show up in the Forms List
  

Activity Report

• Updated Added a new summary type of Endorsements Only when summarizing by Log on Activity Reports.
  

Attach Links

• Updated Updated both Attachment Links Patch and Attachment Report to iterate through Archived client files as well.
  

Auto Policy

• Updated Add line to HawkSoft ID-Card: "Coverage provided by this policy meets the minimum liability limits prescribed by law."
  
• Updated Updated NY ID-Card to use Universal Credentials, show key in setup, added ability to point to the NY ID-Card software, and added company selection on print.
  
• Updated
  • Add setting in General Configuration: "Always use ACORD State Specific ID-Card if available."
    
    • This setting should store out to the the WAN Network.ini file. Use the GetSetting() function in GetPaths.cpp/h.
  • Currently when printing the ID-Card, there is an automatic test to see if there is a State Specific ID-Card and if so it uses it. That logic needs to change to honor the General Configuration Setting.
• Updated Added NY Specific ID-Cards.
  

Backup / Restore

• Updated Added new restore functionality to allow restoring of a complete backup without having to use the file selection interface.
  

CMS

• New Item Mailing and Physical Addresses now have a pop up if clicked on the header. This also allows advanced copy/paste functionality..
  
• New Item Added a New Features dialog that is displayed for each user.
  
• New Item New Support Menu with Online Support and Forums.
  
• Updated Changed contact information to show the contact type, description and firstname.
  
• Updated Added a more button to Client Misc Notes if there are more than 2 lines. Also removed the carriage return/line feed markers.
  
• Updated Updated Vin Data
  
• Updated The log icon now turns red if a suspense is past due.
  
• Updated Cleaned up toolbars in Scratch Pad, Download Reports, Commission Report, Invoicing and Receipt Report.
  
• Updated Added Health as a Line of Business
  
• Updated Optimized Utilities| Find functionality.
  

Data Replace

• Updated Added client level producer to Data Replace in Report Generator.
  

Download Viewer

• Updated Certified Safeco EQ Download.
  

Downloads

• New Item Safeway Insurance Auto Certification
  
• Updated Auto Policies: All vehicle level coverages now import regardless if there is a premium.
  

Email

• New Item Add SMTP w/ Authentication option in the Email Setup.
  
• New Item Added Email Templates. Go to Setup | Form Letters and go to the Email Templates tab.
  
• New Item Added Batch Emailing from Report Generator. (Currently not available on the Online Version.)
  

File Maintenance

• Updated Changed integrity check to allow for special accent characters.
  

Help

• Updated Help now launches inside of a separate exe and launchs internet help.
  

Letters

• Updated Added ability to print memos to Additional Interests from Enhanced/Commercial Policies. Also changed the wording on Home Policies and Auto polices to match the wording. In addition, in the Setup | Form Letters | Base Templates, renamed "Memo to Loss Payee" to "Memo to Additional Interest" and removed "Memo to Mortgagee".
  
• Updated Add dialog to insert picture from an Attachment.
  
• Updated Added a merge field for company unique name.
  
• Updated Added ability to import logos into memos and letters.
  
• Updated User and agency merge fields no longer use ficticious data for the print preview.
  
• Updated Added support for Microsoft Word 2007 (DocX format) in the letter templates.
  
• Updated Add phone merge fields - fax, cell, primary, etc.
  
• Updated Added Agency Email as a merge field in letters.
  
• Updated Added General Configuration setting under Print section to turn off "Microsoft Word Integration".
  
• Updated Added Policy Unique Company Name as a merge field.
  
• Updated Updated Proper Case in the Merge Fields so that if it encounters the word 'and' it will keep it lowercase. For example: Joe and Jane Doe.
  
• Updated Added new letter merge fields: Insured's Names, Named Insured, 2nd Named Insured.
  
• Updated Added merge field Named Insureds First Names for First and First2.
  
• Updated Added print preview in CMS Letter editor.
  

Policy/Company Setup

• Updated Added Copy To to Policy/Company setup to allow for copying a company from one section to another.
  

Report Generator

• Updated Reports are no longer sorted by default in order to speed up long reports.
  
• Updated Added new output fields for Insured's Names, 1st Insured, 2nd Insured, Personal Screen Relationship, Claims fields, and XDate fields.
  
• Updated Changed New Report Menu to allow user to select Memorized Reports and Previously Saved Reports. Moved Birthday Report (now called Personal Screen Report), Claims Report and XDate Report in to the main Report Generator Engine. This allows for more advanced reports having access to client and policy filters in addition to the xdate, claims and personal screen filters. Also changed look of drop down list for filters.
  

Scanning

• New Item HawkSoft now scans to PDF by default. This can be changed back by going to Setup | General Configuration. Also added support to scan using WIA driver.
  

Setup

• New Item Added PDF Security Password to allow for modifying/combining of PDFs.
  
• Updated Added Agent 2 and Agent 3 of record on General Configuration | Insert Policy and Change form Default Suspenses.
  
• Updated On General Configuration, sub categories now gray out instead of disappear.
  

Start Page

• New Item Added Outlook Calendar integration to Start Page.
  
• Updated Add Contact HawkSoft under the Help section on the Start Page.
  
• Updated Updates Window Title with Document Title so that if you link from the Start Page to another website, the document tab at the top shows the document title instead of Start Page.
  
• Updated Added a toolbar on the Start Page to allow for forward and backward nagivation when accessing web pages.