Patch 5.0.5

  • Added Language, Language Code on Lead and Policy Exports
  • Added Product, Carrier and Plan Descriptions to Exports
  • Fixed an issue with Date Effective Filters in Policies
  • Vendors
    • You can now redirect successes or errors when posting to Vendors to whereever you like.
    • A Success and Error URL must be provided
    • The URL will be appended with a query string providing the following
      • response
      • message
      • vendor_id (if any)
      • lead_id(if any)
    • If you provide a URL with a Query String already set, the system will parse that query string and add on it’s own. It should preserve any parameters you pass in the URL.
  • Made Insured Carrier list all Carriers not just what is visible by the current account.
  • Added Insured Carrier information to Exports
  • Added Pending Carrier Payout Status and Button.
    • This is meant for a Policy that has been sold but is pending payout from the Carrier. The workflow is to Submit the sale and then put it into Pending Carrier Payout and later Reactivate the Policy.
    • Feature can be enabled in Options.
    • Client Menu item can be hidden in Options
    • Button can be Hidden in Options.
  • Fixed bug in Options Menu not reflecting actual results until you refreshed options page.
  • Fixed Registry issue for deleting cached data.
  • System now deletes options from DB that are unset in options panel.