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CMS Version 2.09.12
Date: 01/10/2008 | -
Updated Changed printed title on Trust Accounting Report from Receipt Report to Trust Accounting Report. Also removed the year/filename from the receipt report printed title as it did not always reflect the year.
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 Added Edit button when viewing ACORD forms to quickly edit the form.
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Updated Added ACORD 60 Pennsylvania Auto Supplement (2007/08)
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Updated ACORD 61 - Colorado Auto Supplement was missing pages 3 and 4
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Updated ACORD 137 Indiana Commercial Auto Coverages/Limits Section (2006/10)
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Updated New Version of ACORD 137 CO - Colorado Commercial Auto Coverages/Limits Section (2008/01)
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Updated Added ACORD 090 Kansas Personal Auto Application (2007/01)
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Updated Added ACORD Form 038 Kansas Personal Insurance Supplement (2005/03)
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Updated Added ACORD Form 061 - Wisconsin Auto Supplement (1996/05)
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Updated Added ACORD Form 137 - Wisconsin Commercial Auto Coverages/Limits Section (2007/09)
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Updated Added ACORD Form 90 - Wisconsin Personal Auto Application (2007/09)
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Updated Added ACORD 90 - Nebraska Personal Auto Application (2003/12)
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Updated Fixed ACORD 60 Flood Insurance Notice Rejection (2006/05) - Agency name not flooding
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Updated Added ACORD 138 - Florida Garage/Dealers Coverage/Limits Section (2007/11)
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Updated ACORD 146 - EQUIPMENT FLOATER SECTION (2003/09): Added combo boxes on page 1 and updated tab order on both pages
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Auto policies now allow for unlimited number of misc vehicle level coverage's and additional interests. This was added to accomodate for downloads specifically for commercial auto, but even helpful for some personal lines companies.
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Added Fleet ID as a field on the vehicle screen.
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Add Inquiry Button -> Online to Company Inquiry
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Added 'Internet Update / Accept License Agreement' and 'HawkSoft Communication Messages: Billings' user permissions. Internet Update now requires user permissions which are defaulted to off.
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Updated Automatically converts 'Other' polices to 'Enhanced' policies. No longer requires the user to go to Internal | Convert Policy | Enhanced.
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Updated Updated Action Menu when inserting a customer or policy to include Commercial.
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Updated Attachment View: status column width was extended to see the Mail-List Initials without having to expand the column.
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Updated Added Bill Type to the GPI Screen and as a filter and output field in Report Generator
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Added Badger Mutual
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NAIC, Product Codes and Coverage Codes for downloads are automatically kept up-to-date by automatically downloading them at the beginning of the company download process.
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Updated Auto: Towing and rental coverages that are sent as blanks now import as Yes.
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Updated Removed ability to update an auto policy from a boat dec download
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Updated Updated Auto Coverage Codes for Ohio Casualty
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Updated Updated Auto, Home and Commercial ACORD Standard Codes
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Updated Updated Mercury NAIC Codes
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Updated Updated NAIC, Auto, Home and Commercial Coverage Codes for Liberty Mutual
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Updated Updated Progressive NAIC Codes
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Added Agent 3 field on the General Policy Information screen.
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Updated Updated FSC Bridge Help Topic
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Updated Multiple destinations in Image Upload - For those agencies in need of multiple inboxes in a hosted environment, we need to have a "memorized" list of destinations in the Image Upload. There is a drop down in the destinations, but it only shows the last inbox used. It should act more like the inbox where it stores the list of inboxes used.
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Add Basic User Guide to Desktop
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Updated Added client email address as letter field
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Updated Changed Add button to Add/Remove and removed Remove button.
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Updated Birthday Report now only shows birthdays from active clients that have at least one in-force (active) policy.
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Updated Added days lapsed output field for Commercial Policies
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Updated Transformation Station Setup now always includes WorkStation Setup. This change was made so that if an older version of Transformation Station is installed in a particular machine, they can reinstall Transformation Station without having to browse out to the MSI file.
CMS Version 2.08.24
Date: 11/01/2007 | -
Updated Enhanced Receipts: When taking a payment where the full amount is still due (amount tendered is $0), it now allows the ability to print a receipt showing that the tendered amount was $0 and the amount due.
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Updated Receipt Integration Setup: Added ability to send customers to QuickBooks as customer number.
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Updated Added a Launch Client Menu Entry on the right click menu from an enhanced receipt report
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Updated Added User Permission to limit Browsing to Other Location when opening a Receipt Report.
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Added ACORD 815 International Liability Exposure Supplement (2006/08)
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Updated Added ACORD 130 FL Florida Workers Compensation Application (2002/07)
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Updated Added ACORD 137NV - Nevada Business Auto Coverages/Limits Section (2001/11)
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Updated Outputs Company # to ACORD Forms specifically for ACORD 050KY - Kentucky Proof of Insurance Card (2006/01)
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Updated Updated ACORD 125 - Commercial Insurance Application (2007/06)
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Updated Updated ACORD 126 - Commercial General Liability Section (2007/06)
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Updated Added Driver Status of Unrated Driver
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Updated Updated Make/Model Files
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CMS to ITC Bridge - See help topic for details on how to setup the ITC Bridge.
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Updated The attachment list now hides all non-AL3 Policy Import Files.
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Updated Uses new MVR Mapping Tables. The new MVR Mapping tables allow for MVRs to flow better between applications which have a different set of MVR codes.
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Added ability to view past commissions statements by going to the commission report and choosing View | Past Statements from the menu.
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Added Transaction Type and Term to the Commission Report
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Updated A variety of changes have been made to the Commission Report to accomodate the importing of commission Statements. When importing, the wizard now prompts for all of the necessary dates and amounts. There is also an Archive button to archive current commission statements. The leave button has been disabled as it does not apply. Double clicking on an entry that did not automatically match up to a client file is the same as checking the box. Added View | Current Statement and View | Past Statements menu entries along with a toolbar entry.
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Updated Added a case sensitive check box in the commission reconcile report find box. Also, the dialog is not dismissed upon hitting Search.
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Updated When importing a commission statement, the top bar now shows the company and contract number. Also, if you go to print, the header shows the company, contract number and statement date.
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Updated Business Auto Drive-Other-Vehicle was not displaying on the dec page nor was it importing to the coverage screens. Also updated the way Hired/Borrowed and Non-Owned import in to the Enhanced Policy.
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Added Indiana Farmers Mutual
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Added Hanover
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Added Workmans Auto
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Added Commission Downloads for Travelers and Unitrin
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Added Brethren Mutual Insurance
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Added Western Reserve Group
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Added Acuity Insurance
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Added Kramer-Wilson Company
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Added NAIC and Coverage codes for Tuscarora Wayne Group of Companies
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Download Setup: Added "All Other Transactions" Rule
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Updated Updated Coverage Codes for Grange Insurance Company and Mercury Insurance Company
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Updated Downloads of type Memo (MEM) and Misc Print (PRT) now use the Memo Download Rule and downloads of type Reversal of Non-Renewal (RNR) use the Reinstatement Download Rule.
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Updated Downloads were not creating a suspended log on transactions that were not updating the policy.
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Updated Progress Business Auto coverages were duplicating
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Updated Update Company Product Codes for all Companies
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Updated Updated Auto Coverage Codes for Progressive
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Updated Updated home and commercial coverage codes for Auto-Owners Insurance Company
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Updated Updated Auto Coverage Codes for GMAC, Progressive and Liberty Mutual
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Updated Updated Home Coverage Codes for Liberty Mutual
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Updated Updated Product Codes for GMAC and Progressive
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Updated Added Phoenix Indemnity Insurance Company
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Updated Updated Commerce West Coverage Codes
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Updated Updated Progressive Auto Coverage Codes
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Updated Updated Auto Coverage Codes for Progressive Insurance
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Updated Updated Home Coverage Codes for Bankers Insurance
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Updated Stated Amount now imports from the Comp Limit
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Updated When a home policy is updated from an AL3 file with more than 1 location, CMS adds an Endorsement of Additional Locations (see Dec Page), the number of locations, and the total premium from those locations.
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Updated When importing AL3 files where Auto Create Unfound Policies is checked in download setup, the Name Type box would pull up for each AL3 file processed even though remember this setting was checked. It now remembers the setting by each company.
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Policy Histories and Printed Dec Pages are now available for enhanced policies.
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Updated Deleting too many coverages at once causes a messagebox to appear that the Yes/No buttons are off the bottom of the screen.
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Updated Add Fill Coverages under Reset Coverages allowing all the coverages not on the policies to populate
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Updated Added a right-click popup bar for quick access to Hawk-Link functions. This functionality can be turned off by going to the HawkSoft Toolbar, clicking on HawkSoft and unchecking Show Popup Toolbar.
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Updated Added help topic for Suspenses and SuspenseReport
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Updated Added Online Training Material: Basic User Guide and training videos to Help Topics.
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Updated Added help topic for Direct Bill Commission Statement Downloads
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Updated Added help topic for EZLynx Bridge
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Updated Updated FSC Bridge Help Topic
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Updated Updated Progressive Bridge Setup Help Topic
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Updated Added access to file version information from Help | System Information
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Updated Added help topics for ITC Integration and Form Letters - Add in auto launch instructions. And add into help topic multi state setup
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Updated Changed some settings that should speed up viewing PDFs across a WAN.
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Updated Updated PDF Viewer Options and enhanced Adobe Reader option. - Renamed internal viewer to Amyuni PDF Reader (Internal), renamed Adobe Acrobat Reader to Adobe Acrobat Reader (Internet Explorer) and added an Adobe Acrobat Reader (Internal).
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Updated If the inbox is unable to delete a file, it will mark it as deleted and delete it at a future time.
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Updated Auto renames .TIFF files to .TIF files in the inbox so that the TIF viewer can view them.
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Updated When attaching items from the inbox, CMS will try to determine if the insured is a business or an individual. If the named insured is an individual it will try searching by last,first as it always has. If it is a business, it will try searching by business name.
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Updated Removed Arrowhead Downloader (ArowDown.exe) from Update
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Updated Updated wording on internet update dialog.
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Updated Letters list was not automatically sorting.
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Added Roaming Users. For those running multi-agency databases, at time of login, users can be prompted for which office they are in. Set this by going to Setup | Multi-Agency Setup | Users
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Updated Changed all references to "Drive Insurance" back to "Progressive Insurance".
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Added summary group by field for 'Status' allowing the status summary to summarize by Active, Inactive, Prospect and Other or a summary by the actual status.
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Added additional Auto Policy Fields to Report Generator including: UMBI, UIMBI, Med, PIP, PIP Ded, Transfer Dicount, Multicar Discount, Defensive Driver Discount, Renewal Discount, Homeowner Discount, Paid-In-Full Discount, Military Discount, Fees, Broker Fees, SR22 Fees, Other Fees, Billing Plan, and Days Lapsed.
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Updated The search list contains a green bar showing which ones are positive matches to the search.
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Updated Tracks seats by computer name instead of ip address
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Updated Added Basic User Guide to Start Page
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Updated Add Windows 95/98/ME/NT4 out of date message to Start Page
CMS Version 2.07.14
Date: 07/17/2007 | -
Updated Sped up loading of ACORD Form List. Each time a new version is released, the first time the ACORD Form List is loaded, it will take a few extra seconds as it builds an index. All subsequent times, it will be fast.
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Updated Updated ACORD 083: Personal Umbrella Application (2007/01)
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Ability to import commission statements directly from the company.
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Updated Added User level commission setup. To access go to Setup | User-List, edit a user, then go to the Commission tab.
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Updated Added Download as Agency Commission Basis. This will prevent the action menu from creating accounting transactions.
| Direct Company Integration |
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Updated When taking a payment using Direct Company Integration, the log note now reflects that a payment was taken through Direct Company Integration and the name of the module it was taken with.
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Updated Added ability to send items directly to the inbox for reprocessing.
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Updated Fixed importer to accommodate for Mercury changing the policy numbers on all of the policies that renew.
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Updated Updated auto coverage codes for Commerce West.
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Updated When creating a new client, the Name Parse dialog now tries guessing whether the named insured is a business or an individual based on a key name search.
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Updated Updated Auto and Home Coverage Codes for Foremost Insurance
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Updated Updated Home Coverage Codes for Ohio Casualty
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Updated Updated Auto and Commercial Coverage codes for Grange Insurance Company
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Updated Updated Home Coverage Codes for Ohio Casualty, Western National Insurance, and Grange Insurance Company
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Updated Updated Print Labels Help Topic
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Updated Updated Progressive Integration Help Topic.
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Updated Added Agent Signature Help Topic
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Updated Users with a readonly hawk.ini file were able to edit the inbox path when launching the inbox, but the original path would always launch.
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Updated Updated Mercury PDF Importer to work with longer policy numbers.
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Updated Added customized list settings for client communication menu and client t-file menu.
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Updated On the Permissions Dialog, added permission check for the Agency folder, Client folder and Hawk.ini file and added a Properties button.
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Updated Updated Quote/Bridges from the action menu to add Direct Integration Quotes as an item. Also changed the other items to help describe better what they are for, etc.
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