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Features added before version 1.37.15

  • CMS: The Client Action Menu now matches the Policy Action Menu. This can be reset to the old-style Client Action Menu in Utilities | General Configuration | Abbreviated Client Action Menu.
  • Report Generator: Added Status Date Literal Filter
  • ACORD Forms: Added ACORD 125 - Commercial Insurance Application Version 2004/03
  • Scanning: Updated scanning interface allows for duplexing, choosing scanner from drop down, and launching inbox. Also fixed problem with Brother MFC Scanners always defaulting to legal paper.
  • CMS: Invoices for Agency Bill Premium create a receipt in receipt book to update Quick Books payable accounts.
  • CMS: Added ability to apply a Credit Invoice to an Invoice
  • CMS: Return address option on printing envelopes.
  • Invoice Reports: All Un-Paid Invoices Report
  • Download: Added rule for handling past term updates.
  • CMS: ID-Cards show drivers names.
  • Hawk-Link: Added Save Screen Shot as Attachment...
  • Certificate of Insurance: Printing of Certificate Holder list.
  • CMS: Creates Policy History Automatically or Manually. Must be turned on from the Setup | General Configuration screen.
  • CMS: Added Suspense Templates to Log Dialog.
  • Downloads: Added Fidelity National Insurance
  • Receipt Report: Added Exported Flag to Basic Receipts.
  • Receipt Report: Basic & Enhanced: Added Un-Exported toolbar/menu option to create a report of all receipts that need to be exported to QuickBooks/Quicken.
  • Receipt Report: Enhanced Receipts: When voiding a receipt, records user and date when voided.
  • Download Report: Shows Date and User that moved the download from the inbox.
  • Report Generator: Added ability to report on clients where all policies must meet the filters chosen.
  • Report Generator: Added ability to summarize only selected records.
  • Report Generator: Added ability to create a New Report from Selected Items on report.
  • Enhanced Receipt Report: Added 'Transferred' flag
  • identifying items that have already been transferred to QuickBooks.
  • Invoice: Added Invoice Setup Comments and new Invoice Comment Drop Down for maintaining a set list of comments to customers.
  • Invoicing: Added Import of Invoice Items List from QuickBooks
  • CMS: Added filtering of log entries.
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  • CMS: When creating an email, double-click on attachment launches attachment.
  • Invoice: Added Retained Commission column. This will also flow over to the Enhanced Receipts when taking a payment.
  • CMS: Added ability to view invoices from the invoice view screen.
  • ACORD Forms: Added ACORD 138CA: California Garage/Dealers Coverage/Limits Section
  • CMS: Added Fees screen on to Boat Policy. (Not able to do that on other policy types, yet.)
  • CMS: Added new Driver Statuses: Permit Only and Suspended
  • CMS: Logs that have been appended to, show " ++ " at the end of them.
  • Invoicing: Added ability to print Statements. To do this, choose 'Print' on the list of invoices.
  • Invoicing Reports: Added Unapplied Payment Report
  • FSC Loss Payee/Mortgagee Import: Added import for FSC Loss Payee and Mortgagee information under Setup | Databases | Loss Payee or Mortgagee.
    • Downloads: Added Farmers Alliance.
  • CMS: Client Summary: Added ability to print a list of the attachments.
  • CMS: Added Import option under File | Insert. Used for Power-Quote users. Power-Quote users need to make sure their Rater Path in Setup | Folder Locations points to the location where Power-Quote outputs their transfer file.
  • Receipt Report: Added Security Settings for last 2-Days and for Current User Only in the Setup | User-List
  • Downloads: Added Western United Insurance Company.
  • Report Generator: Added Policy Type - Base which shows which type of policy it is. (i.e. Auto, Boat, Home, Mopro, or Other)
  • Commission Reconciliation Report: Added find in the reconciliation report. Press Ctrl+F to search for an item.
  • CMS: Added appending of logs. Zoom in on a log and press Append Log.
  • CMS: Added user permission to restrict suspending a log to another user.
  • CMS: Added user permission to allow editing of invoice amounts.
  • Payments: Added option to turn off 2nd Receipt. This setting can be found under Setup | General Configuration.
  • CMS: Added new status: Quote
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  • CMS: ACORD Forms, Certificates, Binders, ID-Cards, etc. save out as PDF's in the Attachment List.
  • CMS: Attached change forms, invoices, AL3 Files, and ACORD Forms can now be emailed from the Attach List.  They will automatically be converted to a PDF (Adobe Acrobat File) and then attached to the email.
  • CMS: Home Binder now saves as an ACORD Form so they can be edited later.
  • CMS: Added ability to email an ID-Card
  • Hawk-Web Filler: Automatically links to new popup browser windows.
  • Hawk-Web Filler: Added ability to link to CMS if not linked.
  • Report Generator: Added ability to summarize of by Customer ID. This adds the ability to report on most valuable customers.
  • CMS: Added Driver Status: Sig. Other
  • CMS: Certificates of Insurance save out as PDF's in the Attachment List.
  • Help: Added Help information on Setup and Bridging from Multico and FSC in to HawkSoft CMS.
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  • CMS Viewer: Ability to send a AL3 file to the inbox from the viewer. This is especially useful when viewing a downloaded image from the Download Report. Choose the File | Send To Inbox menu.
  • Backup: Added ability to span CDs for image folders that are too large.
  • Backup: Added ability to backup more than one image folder at a time.
  • Report Generator: Added Policy Address as an output field.
  • ACORD Forms: Added ACORD 94 Vehicle Inspection Report.
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  • CMS: On an auto policy, excluded drivers have an 'X' across them on the screen bar.
  • Invoice Reports: Added File | Print | Invoices...
  • Letters: Added Format | Default Page Margins.
  • ACORD Forms: Added ACORD 72 Wood Stove Questionnaire.
  • CMS: Added Help | Training Videos.
  • Downloads: Bristol West Insurance
  • CMS: Added option in Setup | General Configuration to show broker fee and include in current rate.
  • Downloads: Added Kemper Insurance Company.
  • CMS: Added ability to attach Outlook Messages, Files and Bitmaps by Shift+Insert or Ctrl+V or dragging and dropping.
  • CMS: Added CSR to payment dialog. This option can be turned on from the Setup | General Configuration menu.
  • Receipt Report: Added Filter, Column, and Summary for New Payment Field: CSR
  • Policy/Company Setup: Added option to turn Trust on for Checks and Money Orders on a per company basis.
  • Report Generator: Client Info can new be viewed as a Report Field.
  • Certificate of Insurance: Added Company, Policy Number, Effect & Expire Dates for Other Liabilities to make a total of 3.
  • CMS: Added ability to integrate with other programs. Integration Setup can be accessed from the Setup | Integration menu. To export to a program, choose Quote/Export from the Action Menu.
  • Report Generator: Added new view variable: policy count
  • Receipt Report: Totals amount column and total records.
  • CMS: Added new security setting: Receipt Report Full Access
  • Receipt Report: Added new summaries: Name, Date, For, Policy #
  • Receipt Report: Added 'For' as a view column.
  • Receipts: Edit of Date and time on a receipt is now a user security setting.
  • CMS: Added Find to Log View. When zoomed in on a log, right click and choose find. Hotkey: Ctrl+F
  • User-List: Added Internal Security Settings.
  • CMS: Added option for Show Print Option Box on Import in Setup | General Configuration.
  • CMS: Added ability to email multiple attachments.
  • CMS: Export to FSC (Rater in California). To access this, choose Quote on Action Menu. (i.e. Phone | From | Insured | Quote).
  • CMS: Added New Log option from within a log entry. This links the new log to the existing log. Also, upon closing a log it creates a new log. This can be turned off from the Setup | General Configuration menu. Also added a view button to view all logs for a given policy, all linked logs, etc.
  • CMS: Added Agency License Number in Setup | Agency Information. This can now be added as a field in letters.
  • CMS: Change Form comments are now added to the log note.
  • Hawk-Link: Added User Initials as a mapped field.
  • CMS: Added Print Options on Import. When bridging into CMS, one can choose to print a receipt and id-cards on the new client/policy.
  • CMS: Added a new bridge format: AL3. To use, call CMS.EXE /AL3 (filename)
  • Receipts: Added Debit as Payment Type.
  • Report Generator: Added File | Open Memorized Report..., File | Save Memorized Report..., and on hyperlinks menu added Open Memorized Report.
  • Receipts: Prints Total, Amount Tendered, and Change/Amount Due on Receipt.
  • Receipt Report: Added Voucher as a payment type.
  • ACORD Forms: Added ACORD 027: EVIDENCE OF PROPERTY INSURANCE (Home Owners 2nd Mort).
  • CMS: Policy Title is now editable from the GPI screen.
  • Policy/Company Setup: Added ability to enter more than one 'Policy Title'.
  • Receipt Report: Ability to filter by 'For Line'.
  • CMS : Added Hawk-Link: Clicking on the Web-Site button now transfers the information to the website for you. For more information go to Help | Help Topics.  Choose the index tab and look up 'Hawk-Link'.
  • Policy/Company Editor: Added a dropdown for the Website for common websites. Also added Billing Inquiry, Payment Upload, and Update Information options for Hawk-Link.
  • CMS: Drag and drop file attachments from Outlook, messages from Outlook Express and text from Internet Explorer into CMS to create attachments on the client currently loaded.
  • Receipt Report: Create new report from summary and by selecting multiple records and right-clicking.
  • Report Generator: New Filters and Report Fields: BI, PD, Close Office (Auto Policies Only)
  • Report Generator: Saving of filters. Filters can be saved by running the report and then choose File | Save. At the bottom of the Save dialog change the Save as Type to 'Report Filters'.
  • CMS: Added ability to copy attachments for pasting elsewhere (i.e. in an email). (Right-click on the attachment and choose 'Copy').
  • Backup: Added ability to write directly to CD-R/Ws.
  • CMS: Added auto-complete to payment dialog "for" line. A manually typed entry is then added to the list for next time.
  • Downloads: Added Hartford Omni
  • Downloads: Added Change of Address Rules: Send to Inbox and Update Address Information
  • Mail-List: Ability to clear all mail-list items.
  • Report Generator: Added Birthday Reporting, X-Date Reporting and Claim Reporting
  • CMS: Added Print Change Form menu entry on Change Menu to allow for printing id cards, etc after a change form.
  • ACORD Forms : ACORD 61UT Utah Auto Supplement
  • CMS : Added Open in New Window to Policy Menu. Keystroke: Ctrl + Alt + N (This also works from the Action Menu and Form Letters.)
  • ACORD Forms: On print of ACORD Form, option to save form as an attachment
  • CMS: Added Client/Policy Summary from action print menu
  • Receipt Report: Added Today's and Yesterday's Receipts on File Menu, Toolbar, and Open Dialog and added an Export icon to the toolbar
  • QuickBooks Export: Added option to export deposit information
  • CMS: Remembers order of attachment columns by user and sorts by Attached Date and then Effective Date
  • CMS: Added MVR support for Quomation
  • CMS: Error reporting back to HawkSoft CMS.  If CMS performs an illegal operation, a new box appears allowing the user to send an error report to HawkSoft Support.  If this occurs and you decide to send it to HawkSoft Support, please add to the email a description of what you were doing when the blowup occurred.
  • CMS: Added Claims
  • CMS: Added Cancel Reason Other
  • Downloads: Added Commercial Auto
  • Backup: Added Password Protect Option
  •   ACORD Forms: Added 
    • ACORD 65CA - California Insurance Supplement
    • ACORD 68CA - California Scheduled Personal Property Loss Computation Disclosure
    • ACORD 61CA - California Auto Supplement
    • ACORD 137CA - California Business Auto Coverages/Limits Section
    • ACORD 62CA - California Auto Supplement
    • ACORD 64CA - California Insurance Supplement
    • ACORD 66CA - California Offer Of Earthquake Coverage
    • ACORD 67CA - California Residential Property Insurance Disclosure
  • ACORD Forms: Added ACORD 81 - Inland Marine
  • Downloads: Added Germantown Insurance
  • CMS: Added the Policy Menu when a client is loaded to the menu bar.  This allows easier access to the Company Information Screen, showing of archived policies, and linking to other clients.
  • CMS: Added Endorsement Button on to Toolbar
  • Forms: Added ability to add new pages to existing Forms
  • Forms: ACORD 92 Medical Statement, ACORD 90CA California Personal Auto Application
  • HawkSoft Viewer / Downloads  Added support for AL3 files imported from IBQ Systems
  • CMS: Pressing F5 on the Start Page forces a refresh and recount of suspense items. The Start Page now updates every three minutes.
  • CMS: Added new policy type: Boats
  • Receipt Book: Due to accounting security, receipts can no longer be modified in the receipt book.  Receipts must be "Re-Issued".  A receipt can be Re-Issued by right clicking on it and choosing Re-Issue or by clicking the Re-Issue button.
  • CMS: When canceling a policy, the cancellation date is added to the log notes.
  • Form Letters Setup: Added ability to copy and paste letter files via the right-click menu.
  • CMS Letters: Added support for Microsoft Word 2000 & 2002
  • Commission Report: Added "Leave" option to add ability to return to the report at a later time.
  • Downloads: Added Deerbrook. To sign up, go to the Deerbrook Interlink Website. 
  • CMS with Accounting turned on: On change of premium, asks for Net Premium Change as well as new rate.
  • Accounting Transactions: Added Change in  Term Premium input box.
  • Commission Reconciliation Report: Added New Entry button.
  • Accounting Transaction Tab: Added ability to get at the Accounting Override and Commission Settings
  • CMS: Added ability to enter text in phone number fields
  • CMS: Added Accounting View Screen
  • CMS: Automatically suspends entry on insert of new policy or duplicating a policy using general configuration settings.
  • CMS: Added ability to add attachments to the client
  • CMS: Added drag and drop files onto a client file to attach them.
  • Inbox: Added "Keep copy in inbox." check on description screen
  • ACORD Forms: Added categories to organize the forms list
  • CMS: Added Under-Insured BI & PD coverages
  • Appwriter to CMS: Added default suspense days. (Setting found in Setup | General Configuration)
  • CMS: Added default suspense when a change form has printed.  (Setting found in Setup | General Configuration)
  • CMS: Added hot keys for inserting new client and new policy (Ctrl+Insert and Ctrl+Shift+Insert)
  • Letter Editor: Added new variables: Company Formal Name, Company Address, City, State, Zip, Phone Numbers, Email, Website, notes
  • CMS: Added hot key: Ctrl+W for Company Website
  • CMS: New flag in Setup | Policy Company Setup to use the "Program" as the Company Formal Name.  This effects all printed pages as well.
  • CMS: Added Attachment - Copy to other client/policy.  To access this, right click on an attachment and choose 'Copy To' or 'Move To'.
  • Dec Page Viewer: View | Print Black and White Mode option
  • CMS: Added Log Entry - Copy To other Client/Policy.  To access this, right right click on a log entry and choose 'Copy To'
  • CMS: Setup Policy/Company can be accessed from Company selections on GPI Screens
  • Forms: Added Invoice
  • CMS: Reminders Startup Screen
  • Report Generator: Added copy to clipboard (Right click on a line)
  • CMS: Added 'Open With' and 'File Properties' from Attachment Properties
  • Letter Editor: Added Fields: User Email, Phone, Address, City, State, Zip, Notes
  • CMS: Added 'Date Attached' column to attachment view.
  • Receipt Report: Saves Quicken/QuickBooks information and added option to export to Quicken/QuickBooks from Receipt Report.  (Choose File | Export | Quicken/QuickBooks)
  • CMS: New interface for emailing memos and change forms.  Allows use of direct email to SMTP server or through MAPI (Outlook, Outlook Express, etc.)
  • CMS: Action Menu - Now uses single click instead of double click and automatically follows your mouse
  • CMS: Added ' Client | Log' to Action Menu
  • CMS: Company Editor: Added 'Classic' as a Policy Type
  • Commission: Added Transaction Date to Reconciliation Report
  • ACORD Forms: Added Good Student/Driver Training
  • CMS: Ability to see behind edit screens with the action menu not in the way
  • CMS: Added new fields to Personal Screens: Anniversary Date, Dear (Informal First Name), Driver License Number, Driver License State, Residence Type 
  • CMS: Automatically launches Multico on Quote
  • CMS: Customize 'Personal Screen' list by right clicking and choosing 'Customize'
  • CMS:  Added Email to Insured/Company/Other
  • ACORD Forms: Added Boiler & Machinery Section
  • CMS: On delete policy, option to keep log entries
  • Commission: Added Filter by Agent and Agent 2
  • CMS: Added ability to duplicate policy. Go to the Action menu under Internal to access this feature.
  • Added ACORD 133: Workers Compensation Insurance Plan Assigned Risk
  • Backup: New backup program with wizards!
  • CMS: Windows XP Compatible including Inbox and Scanning
  • ACORD Forms: Added:
    • ACORD 141 Crime Section
    • ACORD 143 Transportation Section
    • ACORD 147 Installation/Builders Risk Section
    • ACORD 151 Miscellaneous Crime Coverage Section
    • ACORD 185 Restaurant/Tavern Supplement
    • ACORD 186 Contractors Supplement
    • ACORD 187 Professional Liability Supplement
  • ScratchPad: Added File | Print, Added Edit | Select All, Added Edit | Date/Time, New toolbar captions,  do not re-prompt if already copied to clipboard, added cancel button on exit Send to Clipboard prompt, 
  • CMS: Print multiple ID-Cards at once
  • Added Help | Version History and Help | Company Downloads (Contains update information and a list of companies which we currently download with.)
  • CMS: Copy to Clipboard feature now on all fields in Auto Policy Views: GPI, Vehicle, and Driver.  To copy a value to the clipboard, left click on the value.
  • ACORD Forms: Added ACORD 37 Statement of No Loss
  • ACORD Forms: Added ACORD 139 Statement/Schedule of Values
  • CMS: Reprint of Letters/Memos.  Printed Letter/Memos automatically attach.
  • CMS: Now has one toolbar w/ toolbar captions. (Captions can be turned off from the View | Toolbar Captions menu.
  • CMS: User-List now has "advanced" feature for address, phone numbers, email address, notes, etc.
  • CMS: Sorting of MVR's in edit mode
  • Help: Added Quicken Export help
  • Attach: Type along description box
  • Attach: On downloaded decs, description automatically filled out
  • CMS: Changed wording on Attached forms to ACORD Forms
  • Report Generator Summary: Added choice for Current Premium vs. Quoted Premium
  • CMS: Added Help | IVANS Transfer Manager Support
  • CMS to Multico: Added Client Number and Client Name to Notes fields
  • AppWriter to CMS: Imports pay plan for accounting information
  • CMS: Added Scratch Pad
  • CMS: Added View Open Suspense option for File | Suspenses (See option in Setup | General Config)
  • CMS: Added Internal | Edit All to Home, Mopro and Other policy types
  • Form Letters: Added Template Reset 
  • Help: Added help topic 'Scheduling File Maintenance'
  • Help: Added Search and Favorites
  • CMS: Added ability to Alt-Tab between CMS and Help
  • CMS: Added ability to print list of mortgagees, loss payees and certificate holders.
  • ACORD Forms: Added Insurance Binder(S)
  • CMS: In homeowners, added 'Mortgagee Lookup Button'
  • CMS: Added Copy to Inbox and Move to Inbox on Attach Menu (also rearranged Attach Menu)
  • Download Report: Uses new date inputs and automatically selects the last download date
  • CMS: New Internet Update Updater for multiple downloads (includes AppWriter)
  • CMS: Option to set default suspended user in AppWriter to CMS Transfer (Look in Setup | General Configuration)
  • CMS: Added Move Policy feature (For more info on this function, look up Move Policy in Help | Index)
  • HELP: Added Label Printing Help Page
  • CMS: Added ability to lock suspenses so only the user to whom it was suspended can close the transaction
  • FSC to CMS Bridge: Added message showing the quote was exported to CMS and how to import it from CMS.
  • Downloads: Added Forms section to Dec View
  • Added ACORD Forms
    • ACORD 128 Garage and Dealers Section
    • ACORD 130 Workers Compensation Application
    • ACORD 149 Dealers Section
  •  CMS: Added 'Flag Log' option when adding log entry
  •  CMS: Added support for scanners without automatic document feeders
  •  CMS: New look to zoomed log entries, added Page Up/Page Down to move between log entries, and added ReSuspend to already suspended log entries.
  •  CMS: New calendar drop down on most date inputs
  • Inbox/Mail-List: Added create log entry
  • Added ACORD 83 Personal Umbrella
  • Added ACORD 38 Notice Of Information Practices for OR and CO
  • CMS: Shows header and 1st line of log entry in log view
  • CMS: Added X-Date screens:  Can be accessed from the 'Client' action menu.
  • Downloads:  Added AllState and updated Safeco Coverage Codes
  • ACORD Forms: Added Watercraft Application
  • Personal Screens: Can be accessed from the 'Client' action menu
  • ACORD Forms: Added Commercial Change Form
  • Downloads: Added Allstate
  • Auto-Binder: Uses Stated Amount if available
  • Downloads: Financial Indemnity Company
  • CMS: Suspending a log entry is now done from a check on the Log menu. 
  • Download: On initial load, try matching client by address
  • ACORD Forms: Added ID-Card
  • Help: Added Scheduled Backup Help
  • CMS: Added AppWriter to utilities menu (must have windows version of AppWriter)
  • CMS: Added Agent as a Status
  • CMS: Added Commission Tracking
  • CMS: Added Accounting Screens
  • CMS: On click of Policy Number, Agent Code, and Account Number it copies them to the clipboard
  • Scanning: Allows scanning of single document to have a different number of front pages than back pages.
  • CMS: Customer Service Phone to Company Popup
  • CMS: Washington State drivers license number generator
  • CMS: Link to other Client File
  • Report Generator: Batch Form Letters
  • CMS: Scan to Individual Client Files
  • AppWriter to CMS Transfer: Lookup button
  • Envelopes (See the print action-menu)
  • Batch Envelopes from with Report Generator (See the Activities menu) 
  • ACORD Home Owners Form
  • Commission Reporting
  • File Maintenance: New Interface
  • File Maintenance: Search and Replace Utility
  • User-List: Individualized permissions
  • Downloads: Mutual of EnumClaw Available
  • ACORD Forms:
    - Business Auto Section
    - Vehicle Schedule Vehs 9 through 15
    - Vehicle Schedule Vehs 16 through 22
    - Oregon Commercial Auto Coverages/Limits Section
    - Commercial Auto Driver Information Schedule
  • CMS: Emailing Change Requests
  • ACORD Forms: Added WA Auto Supplement, OR Auto Supplement
  • ACORD Forms: Added Oregon Auto Application and Washington Auto Application
  • CMS: Company Popup (Click on Company)
  • CMS: Company Website Icon on Toolbar
  • CMS: Added Claim Phone to ID Card
  • CMS: In-Storage Coverage Type
  • Attach: Print Current Image
  • Download Setup: Can now process Unprocessed Download Files.  Use Utilities | Downloads 
  • ACORD Forms: Added Blank ACORD Cancellation Form
  • Auto Loss Notice: Access these from the Action Menu: Print | Auto Loss Notice 
  • Attach: Added Update Policy from a Download Image
  • Downloads: Assign to a specific Mail-List and Suspend Log Entry options
  • Downloads: Ability to view download image from a download report
  • Update Policy from AL3 Attachments (Right click on attachment)
  • Attachment Send to Mail-List (Right click on attachment)
  • ACORD Forms have been added to the policies under the action change menu Forms
  • New User Guide Interface (Press F1)
  • ID Card Logos: Added Interface to add BMP's as an ID Card Logo. Go to the Setup | General Configuration menu item.
  • Internal Log
  • CMS: Restore an archived attachment. (Right click on the attachment and choose Restore)
  • Downloads: Safeco
  • ACORD Forms: Commercial Insurance App & Commercial Gen Liab. (Access them from the File | ACORD Forms menu)
  • Downloads: Added ability to suspend Processing of Synchronizations
  • Downloads: Added Processing of Endorsements
  • Context Sensitive Help for Downloads, Backup Utility, Keystrokes, and Web Page (more help screens will be added)
  • SR-22s 
  • Vehicle Level Coverages
  • Email Help-Support: Go to the Help Menu, and choose support
  • Added Cancel Pending - If a policy is cancelled for a future date, it will show up as Cancel (Pending)
  • Internet Update - Update CMS from Setup Menu