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CMS Version 2.11.10
Date: 06/05/2008
CMS
  • Add partial text search which allows searching for first names, street names, etc. To use: Pull up the search dialog and check Partial Text Search.
Download Report
  • Updated  Added Premium and Producer Code as Output Fields
Report Generator
  • Updated  Report generator now always recalculates premiums during report.
  • Updated  Added ability to export AL3 files.
Screen Pops
  • Updated  Added DDE Support to CMS Screen Pops. For documentation on how to setup this feature, go to Help | Help Topics.









CMS Version 2.10.12
Date: 03/17/2008
Accounting
  • Integration with QuickBooks Online
  • Updated  Added Visa, Mastercard, Discover and Amex as payment methods.
  • Updated  Added ability to email invoices, statements, unapplied credits, and credit memos.
  • Updated  Added Cust ID as a field in the Receipt Report (Enhanced Receipts Only).
ACORD Forms
  • Updated  ACORD 90 - Georgia Personal Auto Application (2006/11) - Revised Page 3, was from the California Application
  • Updated  ACORD 137 WA - Washington Business Auto Coverages/Limits Section (2002/08) - Fixed tab order and position of some fields
  • Updated  Added New Version of ACORD 001 - Property Loss Notice (2006/02)
  • Updated  Added New Version of ACORD 138 WA - Washington Garage/Dealers Coverage/Limits SECTION Ver 2002/09
  • Updated  Added ACORD 051 GA - Georgia Auto Fleet Insurance ID Card (2007/03)
  • Updated  Added ACORD 50 - Texas ID card
  • Updated  Added Acord 023 - Automobile Certificate of Insurance (2007/05)
  • Updated  ACORD FORM Descriptions - Allow ACORD Form Descriptions to be edited/customized.
Auto Policy
  • Updated  Updated Vehicle Make/Models - Now includes 2009 vehicles
  • Updated  State specific ID-Cards for Texas, Georgia, Kentucky, Michigan, Nevada, and Oklahoma can now be printed by going to the Action Menu | Print | ID-Cards.
Backup / Restore
  • Updated  Added ability to Backup to DVD. Backups now work with Windows Vista.
Claims
  • Updated  Claims adjustor phone number now allows for 7 digit extension
CMS
  • Updated  Changing the company name to prospect on a policy changes the status to Prospect.
  • Updated  When archiving a client or policy, it will now prompt whether to auto-close the suspensed logs.
Commission Report
  • Updated  Changed the "View" toolbar button to "Past" and moved it. Also, the "Import" toolbar button was not always visible.
Download Viewer
  • Updated  Added FEIN Code to Dec View
  • Updated  Added Registration State and Garaging Location to Commercial Vehicles
  • Updated  Commercial Vehicle Coverages: Displays Deductible on Dec Page
Policy/Company Setup
  • Updated Policy/Company Setup for Commercial Coverages to allow input of Lines of Business and allows the coverage screen on a policy to fill coverages for a specific Line of Business.
  • Updated  Added Paste Special for copying parts of a company setup to another company.
Report Generator
  • Updated  Added New/Renewal Term to the Report Generator as both an output field and a filter
Start Page
  • Updated  New Features on Start Page are now dynamic and pull from the version histories on the website.
Work Station Setup
  • Updated  Performing an update, now writes out a flag during the update process so that if it does not complete, CMS will give a warning and will not run. Also at the end of the update, the files are now scanned to make sure that the correct versions of the DLLs and EXEs actually installed.





















CMS Version 2.09.12
Date: 01/10/2008
Accounting
  • Updated  Changed printed title on Trust Accounting Report from Receipt Report to Trust Accounting Report. Also removed the year/filename from the receipt report printed title as it did not always reflect the year.
ACORD Forms
  • Added Edit button when viewing ACORD forms to quickly edit the form.
  • Updated  Added ACORD 60 Pennsylvania Auto Supplement (2007/08)
  • Updated  ACORD 61 - Colorado Auto Supplement was missing pages 3 and 4
  • Updated  ACORD 137 Indiana Commercial Auto Coverages/Limits Section (2006/10)
  • Updated  New Version of ACORD 137 CO - Colorado Commercial Auto Coverages/Limits Section (2008/01)
  • Updated  Added ACORD 090 Kansas Personal Auto Application (2007/01)
  • Updated  Added ACORD Form 038 Kansas Personal Insurance Supplement (2005/03)
  • Updated  Added ACORD Form 061 - Wisconsin Auto Supplement (1996/05)
  • Updated  Added ACORD Form 137 - Wisconsin Commercial Auto Coverages/Limits Section (2007/09)
  • Updated  Added ACORD Form 90 - Wisconsin Personal Auto Application (2007/09)
  • Updated  Added ACORD 90 - Nebraska Personal Auto Application (2003/12)
  • Updated  Fixed ACORD 60 Flood Insurance Notice Rejection (2006/05) - Agency name not flooding
  • Updated  Added ACORD 138 - Florida Garage/Dealers Coverage/Limits Section (2007/11)
  • Updated  ACORD 146 - EQUIPMENT FLOATER SECTION (2003/09): Added combo boxes on page 1 and updated tab order on both pages
Auto Policy
  • Auto policies now allow for unlimited number of misc vehicle level coverage's and additional interests. This was added to accomodate for downloads specifically for commercial auto, but even helpful for some personal lines companies.
  • Added Fleet ID as a field on the vehicle screen.
CMS
  • Add Inquiry Button -> Online to Company Inquiry
  • Added 'Internet Update / Accept License Agreement' and 'HawkSoft Communication Messages: Billings' user permissions. Internet Update now requires user permissions which are defaulted to off.
  • Updated  Automatically converts 'Other' polices to 'Enhanced' policies. No longer requires the user to go to Internal | Convert Policy | Enhanced.
  • Updated  Updated Action Menu when inserting a customer or policy to include Commercial.
  • Updated  Attachment View: status column width was extended to see the Mail-List Initials without having to expand the column.
  • Updated  Added Bill Type to the GPI Screen and as a filter and output field in Report Generator
Downloads
  • Added Badger Mutual
  • NAIC, Product Codes and Coverage Codes for downloads are automatically kept up-to-date by automatically downloading them at the beginning of the company download process.
  • Updated  Auto: Towing and rental coverages that are sent as blanks now import as Yes.
  • Updated  Removed ability to update an auto policy from a boat dec download
  • Updated  Updated Auto Coverage Codes for Ohio Casualty
  • Updated  Updated Auto, Home and Commercial ACORD Standard Codes
  • Updated  Updated Mercury NAIC Codes
  • Updated  Updated NAIC, Auto, Home and Commercial Coverage Codes for Liberty Mutual
  • Updated  Updated Progressive NAIC Codes
GPI
  • Added Agent 3 field on the General Policy Information screen.
Help Topics
  • Updated  Updated FSC Bridge Help Topic
Image Upload
  • Updated  Multiple destinations in Image Upload - For those agencies in need of multiple inboxes in a hosted environment, we need to have a "memorized" list of destinations in the Image Upload. There is a drop down in the destinations, but it only shows the last inbox used. It should act more like the inbox where it stores the list of inboxes used.
Installation
  • Add Basic User Guide to Desktop
Letters
  • Updated  Added client email address as letter field
Report Generator
  • Updated  Changed Add button to Add/Remove and removed Remove button.
  • Updated  Birthday Report now only shows birthdays from active clients that have at least one in-force (active) policy.
  • Updated  Added days lapsed output field for Commercial Policies
Transformation Station
  • Updated  Transformation Station Setup now always includes WorkStation Setup. This change was made so that if an older version of Transformation Station is installed in a particular machine, they can reinstall Transformation Station without having to browse out to the MSI file.