Version 1.104 – August 15, 2022
NEW MAJOR FEATURES
New Commission Disclosure Object
New Commission Disclosure Object created for assigning Carrier Commission Values to Policies. (CORE AND PERFORMANCE PACKAGE FEATURE)
New Plan Mapping Fields
New fields added to the Plan Mapping object to display relevant information without having to switch pages. (CORE AND PERFORMANCE PACKAGE FEATURE)
New Service Payout Fields
New fields added to the Payout object for displaying Service information. (CORE AND PERFORMANCE PACKAGE FEATURE)
NEW MINOR FEATURES
New Fee Payout Change
The Fee Payout object now includes a field for recording the Date a Fee is posted.
New Contract Length Option The Contract Length field on the Policy object now has a “Custom Expiration Date” option for setting the new Custom Expiration Date field.
New Policy Field Changes
The Policy object now has a field for selecting the Funding Type. The Medical Rating Method field has been renamed as Rating Method.
Help Menu Change
The Help Menu has changed to reflect Vericred’s name change to Ideon. This will not affect any services or coverage.
New Account Field Changes
New Renewal Month field added. New Account DBA field added. New Lead Source field added. New Industry field added. Both New Hire Eligibility and Payroll Cycle now have an ‘Unknown’ option.
New Deal Field Changes
The Deal Stage field now has ‘Closed – Won’ and ‘Closed – Lost’ options, instead of just ‘Closed.’
Employee Policies will only be created for Group Policies for Medical, Dental, and Vision Policies
The Total Employee Count will now update accurately when a Location Account is deleted
Removed several deprecated fields