7.0.147.x Release Notes
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Features
20279 – Witness 3 Name and Signature
Witness 3 fields have been added to carriers. Imitating the witness 1 and 2 fields, witness 3 will include the witness name and signature (image).
These will be available as the following overlay fields:
Carriers_Witness3Name
CarrierWitness3Signature
20394 – Search Improvements
When using Fuzzy Search, test data cleared by the ClearTestAgencies job, was not being removed from the search results. The RebuildAzureIndexes background job has been added to reset the search data to exclude the test data. This job will be scheduled to follow the ClearTestAgencies job.
The Applicant Name search criteria has been removed from the Find Account search, as this field only pertains to bonds and not accounts.
Fixes
20037 – Disallowed ‘Buy a Bond’ for Removed Accounts in Search Results
When using the Fuzzy Search feature and searching for a Removed Account, the ‘Buy a Bond’ option in the Find Account search results would appear. This button has been disabled for Removed Accounts; however, it remains available for other account statuses.
20368 – Corrected Addition of People and Companies on prior to Bond Purchase
When people or companies were excluded from a bond application, the addition of people or companies on referred bonds would not retain the entries. This has been corrected to allow for people or companies to be added when the other entity was being excluded.
NOTE: for details about exclusion see the All>Maintain Bond>Configure>Details tab. This is controlled with the Company Usage and Person Usage fields.
