May 2016 Updates

New Features in This Release

  • Viewed Quotes – we have added an indicator to your quotes request list. This feature will allow you to see when your agents have viewed their quote as well as any other user who has viewed the quote.
  • Birthday Report – We have added a birthday report for all of your users. This version one report, we organize your birthdays, by month, by day, by agent.

Bugs Fixed in This Release

  • added agent address to Transmittals
  • fixed user search box in Calendar
  • edited fields in creating Users
  • fixed issue in Sub-Agency Management which removed users temporarily
  • fixed the issue status locking fields for editing Cases
  • fixed user search in Case Documents