7.0.159.x Release Notes
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Features
FUEL-426 – Account and Agency Info Display when Starting from an Account
Users can see both the agency and account information through the buy a bond or submit account process.
Carrier or wholesaler users can ensure they are using the proper agency code and account when submitting bonds to prevent errant entries.
FUEL-542 – Remove Closed Projects from a WIP
A project marked as “Completed” on a pending Work In Progress (WIP) will be removed from the spreadsheet when the pending WIP is promoted to be the current WIP statement.
These can be found on an account, under the Financial dropdown, using the Work In Progress button.
NOTE: The ‘Completed’ mark on a WIP project is determined by a checkbox field mapped to the WIP Excel template. If your Excel template is not mapped with this field, please contact eSURETY® Support for assistance in adding this to the template.
Fixes
FUEL-425 – Fixed Address Suggestions on Add Company on Renewal Applications
During a renewal application, the system will save new companies added utilizing the ‘Choose an existing company’ suggestion feature.
NOTE: This feature had been functioning properly for people records, but this adjustment allows for companies to function in the same manner.
