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CMS Version 2.11.10 Date: 06/05/2008 | -
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.
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Updated Added Premium and Producer Code as Output Fields
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Updated Report generator now always recalculates premiums during report.
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Updated Added ability to export AL3 files.
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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 | -
Integration with QuickBooks Online
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Updated Added Visa, Mastercard, Discover and Amex as payment methods.
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Updated Added ability to email invoices, statements, unapplied credits, and credit memos.
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Updated Added Cust ID as a field in the Receipt Report (Enhanced Receipts Only).
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Updated ACORD 90 - Georgia Personal Auto Application (2006/11) - Revised Page 3, was from the California Application
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Updated ACORD 137 WA - Washington Business Auto Coverages/Limits Section (2002/08) - Fixed tab order and position of some fields
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Updated Added New Version of ACORD 001 - Property Loss Notice (2006/02)
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Updated Added New Version of ACORD 138 WA - Washington Garage/Dealers Coverage/Limits SECTION Ver 2002/09
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Updated Added ACORD 051 GA - Georgia Auto Fleet Insurance ID Card (2007/03)
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Updated Added ACORD 50 - Texas ID card
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Updated Added Acord 023 - Automobile Certificate of Insurance (2007/05)
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Updated ACORD FORM Descriptions - Allow ACORD Form Descriptions to be edited/customized.
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Updated Updated Vehicle Make/Models - Now includes 2009 vehicles
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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.
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Updated Added ability to Backup to DVD. Backups now work with Windows Vista.
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Updated Claims adjustor phone number now allows for 7 digit extension
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Updated Changing the company name to prospect on a policy changes the status to Prospect.
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Updated When archiving a client or policy, it will now prompt whether to auto-close the suspensed logs.
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Updated Changed the "View" toolbar button to "Past" and moved it. Also, the "Import" toolbar button was not always visible.
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Updated Added FEIN Code to Dec View
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Updated Added Registration State and Garaging Location to Commercial Vehicles
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Updated Commercial Vehicle Coverages: Displays Deductible on Dec Page
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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.
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Updated Added Paste Special for copying parts of a company setup to another company.
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Updated Added New/Renewal Term to the Report Generator as both an output field and a filter
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Updated New Features on Start Page are now dynamic and pull from the version histories on the website.
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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 | -
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.
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Added Edit button when viewing ACORD forms to quickly edit the form.
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Updated Added ACORD 60 Pennsylvania Auto Supplement (2007/08)
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Updated ACORD 61 - Colorado Auto Supplement was missing pages 3 and 4
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Updated ACORD 137 Indiana Commercial Auto Coverages/Limits Section (2006/10)
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Updated New Version of ACORD 137 CO - Colorado Commercial Auto Coverages/Limits Section (2008/01)
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Updated Added ACORD 090 Kansas Personal Auto Application (2007/01)
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Updated Added ACORD Form 038 Kansas Personal Insurance Supplement (2005/03)
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Updated Added ACORD Form 061 - Wisconsin Auto Supplement (1996/05)
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Updated Added ACORD Form 137 - Wisconsin Commercial Auto Coverages/Limits Section (2007/09)
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Updated Added ACORD Form 90 - Wisconsin Personal Auto Application (2007/09)
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Updated Added ACORD 90 - Nebraska Personal Auto Application (2003/12)
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Updated Fixed ACORD 60 Flood Insurance Notice Rejection (2006/05) - Agency name not flooding
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Updated Added ACORD 138 - Florida Garage/Dealers Coverage/Limits Section (2007/11)
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Updated ACORD 146 - EQUIPMENT FLOATER SECTION (2003/09): Added combo boxes on page 1 and updated tab order on both pages
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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.
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Added Fleet ID as a field on the vehicle screen.
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Add Inquiry Button -> Online to Company Inquiry
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Added 'Internet Update / Accept License Agreement' and 'HawkSoft Communication Messages: Billings' user permissions. Internet Update now requires user permissions which are defaulted to off.
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Updated Automatically converts 'Other' polices to 'Enhanced' policies. No longer requires the user to go to Internal | Convert Policy | Enhanced.
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Updated Updated Action Menu when inserting a customer or policy to include Commercial.
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Updated Attachment View: status column width was extended to see the Mail-List Initials without having to expand the column.
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Updated Added Bill Type to the GPI Screen and as a filter and output field in Report Generator
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Added Badger Mutual
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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.
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Updated Auto: Towing and rental coverages that are sent as blanks now import as Yes.
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Updated Removed ability to update an auto policy from a boat dec download
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Updated Updated Auto Coverage Codes for Ohio Casualty
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Updated Updated Auto, Home and Commercial ACORD Standard Codes
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Updated Updated Mercury NAIC Codes
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Updated Updated NAIC, Auto, Home and Commercial Coverage Codes for Liberty Mutual
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Updated Updated Progressive NAIC Codes
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Added Agent 3 field on the General Policy Information screen.
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Updated Updated FSC Bridge Help Topic
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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.
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Add Basic User Guide to Desktop
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Updated Added client email address as letter field
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Updated Changed Add button to Add/Remove and removed Remove button.
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Updated Birthday Report now only shows birthdays from active clients that have at least one in-force (active) policy.
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Updated Added days lapsed output field for Commercial Policies
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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.
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