2.12.29.141
- NEW. A predefined query provides a list of
accounts that can be specified by the first letter of the last name. It is
like asking for all households with a last name beginning with A, or B, or
between E and H (or any letters between A and Z). This is in the Customer
Relations and Retention group.
- NEW. A predefined query produces a
list of email addresses. This is a single list combining all email addresses
from Households and Members. This is in the Customer Relations and Retention
group.
- NEW. The ABS System Administration
program now has a “save” button to help assure that newly added users,
or changes to existing users are preserved
- FIX. Vehicle renewal dates are now
renewed correctly. Previously the vehicle renewal dates were made
incorrectly during the daily automatic maintenance procedure. Policy renewal
dates have always been correct; this problem only affected the vehicles, not
the policies
- NEW. Date ranges of the drop-down
calendars have been expanded to automatically allow selection of dates
further into the future.
- NEW. Activity Log no longer inserts
a default member name, which forces users to select a family member. This
was requested because users often accepted the default out of expediency,
which was frequently incorrect.
- FIX. Activity Log sometimes changed
the specified family member after spell-checking. This update fixes that.
- NEW. Double Clicking the Member grid
will add the household first and last name as a new member, but only if that
first and last name does not already exist.
- FIX. The Data Restore program will
now restore from multiple diskette backups. Previously it would backup
properly but not restore. This only applies to backups made to Diskettes.
- NEW. The Receipt Manager now has two
settlement report printing options; an Expanded report with page breaks
between carriers, and a Condensed report without page breaks. The condensed
report saves paper in some offices.
- NEW. The Receipt Manager has added
additional safeguard against employee dishonesty.
There are a few other very minor changes not listed above.
2.12.28.133
- New Backup and Restore programs designed for large backups made necessary
when storing large numbers of documents (paperless office).
- Marketing Campaigns enhanced to permit easier editing of the Recipient
List.
- Additional MRU's added to the bottom of the File menu.
- New query that lists all policies for all carriers. The results may be
filtered and sorted to give lists of clients insured by specific carriers.
- Dashboard Bridge has been updated to handle recent web page changes.
Additionally, the bridge can now acquire all fire policies in multi-policy
accounts.
- Commercial screens have been reverted to the original method of entering
coverage amounts. This permits entering coverage of any dollar amount.
- The on-line manual has been updated to included these changes. You can view it on-line and save it to your computer if you wish.
2.12.28.123
- Dashboard Bridge now accommodates the recent changes made by Farmers.
- ABS Backup program now accommodates very big backups resulting from
large numbers of Document Manager images. Previously, backups failed when
the archive approached 2GB. This new program has been tested with backups of
over 2.6GB.
- Query: Auto BI 250+ /Fire liability 300K+ no Umbrella now only shows
households that have an active auto AND an active Fire policy.
- The Invoice now has an automatically generated Invoice Number. The number
can be changed on the Interactive Print Preview, which will then offer the
option to begin the numbering system using the new number.
- Commercial -- certain coverage fields allowed short-cut data entry. The fields with this capability have a
light blue background, such as $125,000.
This feature was added with build 119 (the previous release). Unfortunately,
some agents reported problems entering amounts smaller than 1,000. Fields
where this might occur will require entering all digits.
2.12.27.119
-Remember to update all ABS workstations.
- Folio Reconciliation now computes Health policy premium
- Folio Reconciliation and Carrier Renewal by Date Range sorts correctly on
Renewal Date. You will notices the date format is now displayed as YYYY - MM
- DD.
- Commercial -- certain coverage fields allow short-cut data entry. Single
digit numbers will result in millions, and 2, 3 or 4 digit numbers will be
multiplied by 1000. For example, entering the number "1" (without
quotes) will automatically yield $1,000,000. The number "2" will
give $2,000,000. The number "125" will produce $125,000, and the
number "50" gives $50,000. All fields with this capability have a
light blue background, such as $125,000.
- Commercial Liability Certificate has been revised to allow more than one
company to be listed on the form (similar to Acord). If there is a Worker's
Comp policy, it can be accommodated in its own area of the form.
- The appearance of the entire program has a fresh look if Windows XP themes
have been turned on. If you don't know what XP Themes are, read your
Windows manual or check with your local technician. They are cosmetic, and
don't affect the operation of ABS.
2.11.26.109
- March 14, 2007. There isn't a new version number because the main program hasn't
changed. The reason for this update is that we neglected to
include the ABS System Admin program in the installation. If you downloaded
an update prior to 5:30 PM Pacific Time on March 14, you may want to install this
release.
2.11.26.109
If you have already upgraded to the previous release of 2.11, there won't
be a database update with this release, however there are several program
enhancements you should have. They are listed below: If you have not already
upgraded to 2.11, there will be a database modification. If you see the
"policeman warning" make sure all copies of ABS are closed on all
computers. Remember to update all ABS workstations.
-A query enhancement to include email addressees was unintentionally omitted
from the last update. It has been added with this update. The only query to
include Email addresses is, "All accounts regardless of status."
This query can be filtered and sorted to produce the desired output.
- A fix to the Dashboard Bridge was made necessary by a change Farmers made
to the layout of the Household Summary Page. The symptom was that only the
client name was captured, and the address, city, state, zip were all blank.
This release now recognizes the new Household Summary page layout.
- The Dashboard Bridge now only updates driver's names if no driver already
exists. If a driver has already been assigned, it will not be changed. This
is because Farmers typically adds the middle initial to the end of the first
name. This should eliminate problems where, for example; "John" is
changed to "John Q" and then you must manually change it back
(what a pain). If no name has been assigned to an auto policy, you'll get a
name like "John Q" and need to reassign it to one of the family
members using the name drop-down list.
- Exporting query results to ASCII, or .CSV files used to include redundant
quotations in the field delimiters that sometimes caused problems with
certain applications. Delimiters now conform to industry standards.
- This release fixes a bug that was introduced in the previous release of
Document Manager. Apparently when a single page Tiff file was imported as a
multi-page tiff, the image could appear to be imported correctly, but not be
saved.
2.11.26.108
- This update is significant and has a few features that will require you
to pay attention. First, make sure ABS is closed on all computers when you
do this update. After the update, you will need to use ABS System Administration to
assign permission to those users who should be able to print the Master
Policy Summary, and the Household Summary. They have been given their own
level of permission because there are those who should be able to print all
the other reports, but not these.
The Receipt Manager has a new Audit Report, and automatic transaction
logging that prevents users from issuing a receipt and not entering that
fact in the Account Activity Log. Please read about the other major
enhancements listed below.
NOTE: Offices with Linux servers may need the assistance of your local
technician due to the added security that is sometimes imposed by the Linux
operating system.
Document Manager: (bug fix)
PDF images were sometimes lost after editing
any of the text fields. That problem has been fixed.
Combining images into Multi-Page Tiff files
now works as designed
Receipt Manager: (Enhancement)
1.
“Policy” button is disabled when viewing previously completed
receipts.
This
eliminates the ability to alter receipts after they have been printed.
2.
All transactions are automatically logged in the Account Activity
Log
so the
user can’t cancel, edit or delete the log entry. This creates
a
permanent record of all transactions. In the past, logging a transaction
in the
Activity Log was optional. Now it is mandatory, and the user has
no
control over the content of the log entry, which includes the amount
received,
Method of payment (including check or card number),
Receipt
Number, Payment Date, and who received the payment.
All Voids
are logged in the same fashion.
3.
All receipts written after this update has been installed will
permanently
record
the User ID of the employee who was logged into ABS when
the money
was received (Received By).
4.
A new Receipt History report contains a line item for each receipt,
as
well as
each receipt that was voided. Each receipt listed will show the
“received by” User ID. This
serves as a simple audit report that can
help
pinpoint signs of inappropriate money handling.
System Admin: (Enhancement)
The screen layout has been simplified,
and a check box has been added to
grant or revoke permission for printing
Master policy or customer reports.
After this update, no users will be able to
print these reports until the
System Administrator grants permission. All
other permissions will remain
as they were at the time this update was
installed. The only thing that needs
to be done is to grant permission for those
users who are to be allowed to
print those reports.
The Manual has been updated to include
instructions for the new System
Admin changes, including new screen images.
Dashboard Bridge: (Internal Design Change)
Previous assumptions about policy status
sometimes produced incorrect
results. Active policies were sometimes not made
Inactive, and Inactive
Auto Policies were sometimes made Active. Now, the
policy status shown
on the Household Summary is always used, however
policies shown on the
“Cancelled 60+ days” tab are not used to update
the database. This “stale”
information must be entered manually, if required.
Member Information (Enhancement)
An “email address” field has
been added so clients can be emailed by
double clicking the email address.
A “deceased” check box has been
added, and queries have been modified
to eliminate deceased people from birthday lists,
etc. Some queries optionally
permit including deceased members in the list by
clicking an “include” checkbox.
Note: that the default location of the new
Deceased checkbox is at the far right
of the family member tab (scroll right). Drag it to
a different position if you prefer.
Queries: (Enhancement)
Policy Type added to all Active Fire Policies.
Column for
CSR added to Umbrella policy list.
New query permits filtering policy type.
New query for Account Lapse Date.
Policy Cancel Date added to each Policy List.
Database: (Enhancement)
Internal structure changes that should result
in slight size reduction.
The decrease in size will depend on the amount of
data in the database.
Other Bug Fixes:
Pending
tasks tab of main screen no longer produces an “invalid variant type”
error.
Commercial
property cert automatically inserts the deductible amount.
Previously
it had to be entered by the user.
The automatic ABS License Fee invoice now shows the correct Dashboard Bridge
renewal fee of $125 instead
of $250, which was the sum of the License Fee and the
Initial Setup Fee.
2.10.24.101
- We gave up on a web based registration system. Certain offices had too
many problems that we were unable to reproduce, and we were unable to guess
at their cause. Version 2.10 takes us back to the manual registration system
that has worked well for many years.
If you have installed 2.9 you will need to re-enter your registration code.
This is true even if 2.9 has been working without problems. If you don't
have ready access to your old Registration Code, don't waist time hunting
for it. Just call and we will fax another ASAP.
Based on the number of successful upgrades, we are we are disappointed
that we are unable to bring more automation to the registration process. We
simply have no control over the quality of web connections that, in some
cases prevented automatic registration, which caused problems ranging from
nuisance error messages to a complete inability to open ABS. To those of you
who had problems, we sincerely apologize. To those of you who didn't have
problems, we also apologize for having to withdraw this potentially
beneficial feature.
2.9.24.95
Web registration will only be performed once on any given day and then only
by the first workstation to open ABS. The actual web connection is performed
external to the main program, to hasten the opening of ABS Agency Builder.
- Off Site Backup users should download the latest Off Site Backup to
receive a very minor enhancement.
2.9.24.91
- This should eliminate the message "*** FTP Procedure Failed***".
The program should also open quicker.
- Off Site Backup users should download the latest Off Site Backup. It is
now compatible with Ver. 2.9.
2.9.24.88
- This first release is an Open Beta. That means we have tested the program
in several agencies, and believe it is ready to release. The likelihood of
encountering problems is very low, but since the number of beta tester is
necessarily small, there is always the chance you may encounter something
abnormal. If you find any odd behavior, it will certainly be minor. Even so,
we want to hear about anything you think isn't right.
- This release includes an incredible appointment calendar at no cost.
- The F4 search can now search for DBA names on Work Comp Screens.
- Important: Beginning with version 2.9, you will no longer need to enter
registration codes. The program will automatically get registration
information from the Internet. This means that at least one computer in your
office must have a connection to the web (DSL or Cable preferred ).
The automation of program registration will be much faster, and far more
convenient for you. It will eliminate lost faxed registration codes, and
will greatly reduce the time delay between payment of your license
fee, and re-registration.
2.8.22.38
- An F4 search should no longer need refreshing to show new accounts
added by another user on the network. Don't know how this became disabled,
but it now works again.
2.8.22.36
- This fixes a problem that caused the auto policy premium to be
artificially inflated after updating from the Dashboard Bridge. This
only occurred when there were multiple vehicles in the household.
2.8.22.34
- Additional Auto coverage details added to the Account Review report.
- Dashboard Bridge more readily captures Household ID
- Data recovery in the event of corruption or data loss has been automated.
2.8.22.32
- Dashboard Bridge now gives more progress feedback as it captures
information.
- Dashboard Bridge is even more discriminating when capturing Auto Policy
Status.
2.8.22.31
- SSN and DL are now displayed correctly on the Apps Worksheet
- Auto Policy Status has been updated for Dashboard Bridge
- We believe the error message for pending when the view was set to today
only has been fixed. Please respond if you should encounter further
problems.
2.8.22.28
- More information added to the Account Review, including SSN & DL. The
word "Confidential" is printed in bold letters.
2.8.22.27
- Dashboard Bridge now captures multiple fire policies properly.
- Dashboard Bridge now refreshes Policy Counts by Status after updating.
- Fixed index problem when downloading Auto-Only households.
2.8.22.26
- Account Review report now includes many more policy details.
- Dashboard now captures basic Foremost Mobile Home information.
- Dashboard now captures more Fire policy details (i.e. Loss of use,
Separate Structures, etc.)
- A tool was added that removes Orphan Pending Tasks
- Fixed encryption problem when tabbing back into the SSN field after a
second time.
- Many other changes from 2.7
2.7.18.933
- There is no change to the main program. This is only a minor fix to ABS
Document Manager. It is now possible to edit the document captions
which was not possible with build 932.
2.7.18.932
- Document Manager is now able to scroll from one image to another via the
arrow keys on the keyboard.
- Document Manager has a new print option that permits the use of the
default Windows image viewer. This was done in response to reports of images
printing as a solid black page. Since the default Windows image viewer may
be different from one computer to another (sometimes depending on hardware,
sometimes software, and sometimes the brand of scanner or camera) we
will not offer tech support for the default viewer. This print option will
be found listed in the print menu along with all other standard print
options.
- It is now possible to display Policies Renewed or Cancelled for a Date
Range. Previously, some systems produced an error.
- The Predefined Query; "Surplus Renewals" now filters properly on
account status and policy status. Previously it did not filter
correctly on policy status.
2.7.18.931
- When there are several identical DBA names (i.e. Panda Express), the F4
search will now produce a list of their addresses so you can select the
correct account. In the past, an F4 search for DBA name would stop on the
first occurrence, and not display any subsequent names. §
2.7.18.930
- This is a fix for a problem that occurred with build 928 when running
Windows at very high resolutions (i.e. 1280 X 1024). You will find something
new on the Account, Boat, Commercial, Fire, Flood, and Health screens. It is
a horizontal raised line called a "Splitter" located just above
the tabs at the bottom of those screen. The splitter can be used to drag the tabs
up or down so you can position them to take advantage of any unused space.
You can even "pull" them up over the top of other items
to see more of what the tabs contain, then put them back. The program will
remember where you last left them, and put them back when you next return to
that screen.
- This is a side note about the new Repair & Compact utility that was
released with build 924. So far, it has been 100% successful in repairing
cases of corruption that previously required restoring from a backup. There
haven't been very many such cases, so this is not to imply that permanent
data corruption will be eliminated, however we are very encouraged by this
new procedure's performance to date.
2.7.18.928
- These screens have been enhanced with a splitter that allows the user to
make adjustments for various Windows resolution (including wide screen
monitors): Account Screen, Boat, Commercial, Fire, Flood, and Health.
- If your workstation is connected to the Internet, the program will tell
you if there is a newer version to download. It only checks once a month to
avoid being a nag. You can check more often by clicking Help | Current Web
Download Version.
2.7.18.932
- Document Manager is now able to scroll from one image to another via the
arrow keys on the keyboard.
- Document Manager has a new print option that permits the use of the
default Windows image viewer. This was done in response to reports of images
printing as a solid black page. Since the default Windows image viewer may
be different from one computer to another (sometimes depending on hardware,
sometimes software, and sometimes the brand of scanner or camera) we
will not offer tech support for the default viewer. This print option will
be found listed in the print menu along with all other standard print
options.
- It is now possible to display Policies Renewed or Cancelled for a Date
Range. Previously, some systems produced an error.
- The Predefined Query; "Surplus Renewals" now filters properly on
account status and policy status. Previously it did not filter
correctly on policy status.
2.7.18.931
- When there are several identical DBA names (i.e. Panda Express), the F4
search will now produce a list of their addresses so you can select the
correct account. In the past, an F4 search for DBA name would stop on the
first occurrence, and not display any subsequent names. §
2.7.18.930
- This is a fix for a problem that occurred with build 928 when running
Windows at very high resolutions (i.e. 1280 X 1024). You will find something
new on the Account, Boat, Commercial, Fire, Flood, and Health screens. It is
a horizontal raised line called a "Splitter" located just above
the tabs at the bottom of those screen. The splitter can be used to drag the tabs
up or down so you can position them to take advantage of any unused space.
You can even "pull" them up over the top of other items
to see more of what the tabs contain, then put them back. The program will
remember where you last left them, and put them back when you next return to
that screen.
- This is a side note about the new Repair & Compact utility that was
released with build 924. So far, it has been 100% successful in repairing
cases of corruption that previously required restoring from a backup. There
haven't been very many such cases, so this is not to imply that permanent
data corruption will be eliminated, however we are very encouraged by this
new procedure's performance to date.
2.7.18.928
- These screens have been enhanced with a splitter that allows the user to
make adjustments for various Windows resolution (including wide screen
monitors): Account Screen, Boat, Commercial, Fire, Flood, and Health.
- If your workstation is connected to the Internet, the program will tell
you if there is a newer version to download. It only checks once a month to
avoid being a nag. You can check more often by clicking Help | Current Web
Download Version.
2.7.18.926
- Document Manager included in build 924 was not the latest release (we
goofed). This build has the latest release.
- Commercial Auto - Vehicle list now prints as designed.
- It is now possible to disable the Automatic Account Status Update. If you
wish to enable or disable this feature, click Tools | Preferences. Then
select the Account Status tab. Information about how that feature works and
how to enable/disable it is located on that tab.
2.7.18.924
- Account Status is automatically adjusted based on the status of the
policies in the account. You can determine how ABS handles accounts that
have no policies. They can be either Prospect accounts, or Inactive
accounts. To set this default, click Tools | Preferences, then select
the Miscellaneous tab.
- To have ABS check for a more recent release, click Help | Current
Web Download. You will be told the version you are running and the
version that can be downloaded. If the computer does not have access to the
internet, you will only be told the version you are running.
- The Texas Liability Card now works properly for Commercial Vehicles.
Previous releases sometimes omitted vehicle information when printed for
multiple vehicles.
- Integration with ITC Turborater is included with this release. This
is the first beta release. For more information about ITC Turborater go to www.turborater.com
- The last release covered the taskbar if it was set to "AutoHide".
This release fixes that.
2.6.17.920
- Corrects a minor login problem that could result in read only access if
the password was entered with incorrect capitalization.
2.6.17.919
- This release fixes inappropriate error messages when closing the program.
- The field size for Health policy notes has been increased from 64
characters to 255.
2.6.16.905
- Build 903 improved, but did not eliminate the error messages when closing
the program. Again, we are unable to duplicate the problem so we are only
pretty sure this will fix the problem. So far this problem has only been
reported by two offices.
2.6.16.903
- Some agencies reported error messages when closing the program. We
couldn't duplicate the problem but believe this will fix it.
2.6.16.899
- Right clicking the policy summary produces a pop-up menu with several
choices such as; visit carrier's web page, copy policy number, and more.
- All Fire queries now have a "renter" field showing the
state of the "Insured is Tenant" check box. This helps filter for
renters, or homeowners.
- Commercial vehicle list was blank if any one vehicle premium was missing.
That has been fixed with this update.
2.6.16.893
- Card File: Column re-arrangement is remembered, and restored the next time
you open the card file.
- Health and term life policy renewal dates are now automatically updated
like the other policy types (better folio query accuracy).
- Folio Reconciliation Query results can now be exported directly to
Microsoft Excel (.SLK), Coma Separated Value (.CSV), or ASCII
text files (.TXT).
- Folio Reconciliation Query now lists Broker Names as well as Carrier
Names.
- Predefined Query results can now be exported directly to Microsoft Excel
(.SLK), Coma Separated Value (.CSV), or ASCII text files (.TXT).
- Policy Summary Grid is now much more readable. Highlighted fields no
longer mask the text.
- Account Status is set by the status of policies within the account. This
is done after editing any policy, and during the database maintenance done
when ABS is first opened each day. A percentage bar at the bottom of the
screen informs you of the process.
- Integration with ISS has been removed. A survey of potential ISS users
indicated that no ABS user is still using ISS. This survey was conducted by
email to 200 agencies. Of those 200 emails, 29 were returned because our
email addresses have not been updated. If you have recently changed your
email address, please send us an address correction.
2.6.14.881
Carrier Codes entered under Edit | Carriers will now print on the Auto
Certificate (EOI) as NAIC code except in Arizona where it will print as ADOT
code. If no carrier code has been entered, the field will be left blank, and
there will be no reference to NAIC.
2.6.14.880
Carrier and Policy Description drop down lists have been revised to avoid
problems when network traffic is high.
Policy Description drop down list no longer hangs if double-clicked (it was
designed to be clicked not double-clicked).
The Folio Reconciliation report now includes the report month as well as the
print date..
F4 search has been enhanced to handle apostrophes more efficiently (names
like O'Neil).
Flood renewal dates are automatically updated like other policies.
Scroll bars have been added to Health screen remarks fields.
Reports / Master Policy List is much more efficient. It only lists the
account where policies exist instead of every account. In our test database,
listing Accounts with Inactive policies went from 36 pages to 7 pages.
2.6.14.877
The printed report for the Fire Renewal query was missing renewal dates.
This update fixes that problem.
A new flood query displays households with a flood policy that doesn't have
contents coverage.
Today we uploaded a tool that may help restore damaged databases for offices
that fail to backup regularly. This is not intended as a replacement for
sound backup practices.
2.6.14.875
New query displays policy counts by carrier. Should be handy if you need to
rewrite policies to a different carrier.
All Policy Renewal queries now display Carrier Name. Handy if you need
to rewrite to a different carrier.
We added invalid birthdays to Tools - Cleanup Data menu. Previously it only
showed missing DOBs. Now it's easy to correct invalid dates (i.e. 2035
vs 1935) .
2.6.14.874 (6/21/04)
New Flood Marketing Query {Fire but no Flood).
Farmers agents can now import Field Data Quotes for Auto, Motorcycle,
Homeowner, Dwelling, Landlord, and Life. Note that Field Data always
computes premium and does not store it with their saved quote information.
Therefore, premium will not be imported, however coverage and other policy
details will..
2.6.14.871 (3/23/04)
Auto binders, Certs, and EOIs now show the full vehicle make name (i.e.
Chevrolet instead of CHEV).
2.6.14.868 (3/18/04)
Added Policy Status to Policy Renewal queries.
Fixed a problem that occurred while trying to log an activity from the
Pending Task Screen.
2.6.14.862 (3/2/04)
Carrier list is back to being alphabetic.
Policy Summary listed an Earthquake policy for every fire policy. Now it
only lists them if there is an earthquake policy number.
Policy Summary computes total premium, and annual premium even if there are
missing premiums. If premiums are missing, the totals will be highlighted
red. Previously the word Invalid was displayed.
2.6.14.859 (2/24/04
7:00 PM)
Rate Class and Car Symbol is now included on the Auto coverage report
printed from the Auto Detail screen.
Policy Summary now reflects the correct policies regardless of the F4 search
method used.
Activity Log entry dialog can now create a "follow-up" pending
task by checking a "Follow-up" box.
2.6.14.857 (2/24/04
1:00 AM)
Default Sort order of the Policy Summary has been reset to the following
order of precedence: Status, Policy Type, Carrier, Policy Number. This will
put all active policies at the top of the grid. Within the active policies,
records will be sorted by Policy Type. Within Type, records will be sorted
by Carrier, and with Carrier they will be sorted by Policy Number. It would
be good if you arranged the columns of your Policy Summary in the same order
of precedence (Status, Type, Carrier, Policy).
This release changes the text color for active policies to a darker blue
than before. The shade of blue makes text slightly darker than the default
background color for highlighted cells. This makes the text more visible
under nearly all circumstances.
2.6.14.853 (2/23/04
6:00 PM)
Invoices, Receipts, and Letters requiring policy selection now work
normally.
Double clicking Carrier Name in the Policy Summary now opens the
carrier's web site (if it was entered in the carrier list).
2.6.14.852 (2/20/04 pm)
Fixed a bug in the Birthday query that was reported immediately after
uploading build 851.
2.6.14.851 (2/20/04)
Internal changes make the entire program more suitable for use with Terminal
Services, or Citrix Servers.
F-4 searches are more than twice as fast as previous releases. Some tests
showed a ten-fold improvement.
Business Graphs (View menu) are produced at least twice as fast as previous
releases.
Production Reports are produced at least twice as fast as previous releases.
Policy Summary includes annualized premium, special color coding, better
handling of empty fields, and a pop-up menu when right clicked.
Policy Summary now indicates when total premium is invalid because of
missing premium amounts.
Policy Summary is now "Read Only" to prevent novice user from
attempting to edit policy information on the grid (yes it does happen).
Pop-up menu on Policy Summary permits copying policy number to Windows
clipboard, display of Annualized premium for Prospect policies.
New temporary policy numbers begin with the letters TEMP.
Pop-up menu on Members grid permits copying each field to the Windows
clipboard. Dashes are removed when copying the SSN.
Exit message gives backup-instructions, but no longer launches backup
program to encourage restarting Windows prior to backing up.
Bug fixed that prevented entry of Work Comp Job Classifications.
Similar bug fixed that sometimes hindered entry of Commercial Locations.
2.6.13.848 (special build)
This build was used for testing and was never distributed.
2.6.12.841 (2.2.2004)
Enhanced birthday query to allow age range and account status selection.
Fixed problem where data or network problems fooled ABS into thinking an
update was required.
2.6.12.834 (1/21/2004)
Fixed problem where graphs would not print on some Windows XP computers (50
meg download only).
Fixed problem where the Auto Liability Certificate would sometimes refuse to
print.
Improved internal links between commercial policies and autos, locations,
condo owners.
Increased commercial policy number field from 12 characters to 25.
2.6.12.823 (12/22/2003)
Added Broker field to all policy screens.
Allows tracking brokerage
for brokered policies.
Reports using this info
will be in a future release.
Web Browser button opens your carrier's web site
You must enter the URL in
the Carrier List.
New procedure for updating database fields allows easy upgrading from all
prior releases of version 2.1 through 2.6.
Fixed problem with ABS Word Processor that caused error messages upon
closing.
Simplified File|Save and File|Open menus of Word Processor.
2.6.11.823 (11/5/2003)
Fixed errors that prevented use of the fire screen. This problem only
occurred on certain systems after upgrading from the 2.5 data format.
Removed the "Policy Name" reminder when entering the Life screen.
2.6.11.821 (10/24/2003)
Fixed: Work Comp policy numbers longer than 12 characters prevented Job
Classes from being saved correctly.
Fixed: Changing Work Comp and Commercial policy numbers no longer causes a
loss of detail information.
2.6.11.819 (10/22/2003)
Folio Reconciliation now includes 6 month auto policies even if only one of
the two annual renewals falls into the selected month. For example, an auto
policy that renews in November and May will be reconciled in both months.
Depending on when the policy was written, one may be new business and the
other renewal, or both may be renewal.
2.6.11.817 (10/12/2003)
Minor change to enhance the speed of the F4 search.
New query shows active households that do not have health policies.
Language Preference added to most customer relations queries.
Many enhancements to other existing queries and their reports.
Monthly Folio Reconciliation Query gives total premium, and total
commission.
2.6.11.808 (9/10/03)
Auto Summary report now shows only one agency address line if mailing and
street address are identical.
Corrected a false error message when attempting to access Surplus Line
Policies.
2.6.11.803 (8/28/03)
Changes to accommodate an office that prematurely downloaded 2.6 and damaged
their 2.5 data.
Was uploaded again on 9/2/03 because the one on 8/28 appeared to be corrupt
and would not install, or installed incorrectly.
Was uploaded again on 9/3/03 to include new changes to the program launcher.
The main program remains the same.
2.6.11.802 (8/18/03)
Fixed a problem that prevented account information from being passed to
Forms Boss on newly created accounts and policies.
New with
2.6.11.797 (8/3/03)
Added editable binder to Surplus Screen
It is now possible to delete all pending tasks that have been
completed.
All grids on the Commercial Screen can be sorted by clicking the
column header.
Bug fixed that prevented Folio Reconciliation under certain
conditions.
Adding a new lender on the policy screens immediately assigns that
lender to the policy.
Document Manager image changes are now automatically saved.
Document Manager images default to screen width instead of "best
fit".
New with
2.6.11.786 (5/1/03)
Fixed bug that prevented mail merge if the selected household
had no members
Includes the word processor that was originally distributed with 2.3
and 2.5. This should fix all 2.6 word processor issues.
New with
2.6.11.785 (4/29/03)
CSR added to nearly all queries.
Another word processor revision.
New with
2.6.11.782 (4/14/03)
ABS Word Processor revised to permit activity log entries in the main
ABS Agency Builder program.
Monthly Folio report (under Queries) now computes commission in
addition to showing policy premium.
Revised manual pages will available for on-line viewing and printing
in a few days.
New with
2.6.10.763 (3/5/03)
Commercial Policy Form drop-down is now editable. You can customize
this for policies you sell.
Two Auto Predefined Queries had trouble filtering on certain coverage
fields. Fixed.
Problems quoting Fire policies with ISS have been fixed.
It is now possible to move members, and split households without error
messages.
New with
2.6.10.756 (2/18/03)
Minor bug in program launcher fixed.
New with
2.6.10.754 (2/14/03)
Moving
policies to another account no longer produces an error message.
New with
2.6.10.751 (1/29/03)
Commercial Property Claim Form
Workers Comp Certificate
Carrier code added to Arizona Auto Certificate.
New Vehicles may now be rated with ISS.
Bug fix allows word processor to properly log activities.
Floaters display properly on Fire screen.
New with
2.6.10.746 (1/27/03)
New feature added that provides news about ABS®
software. This features automatically checks the internet a few
seconds after the program starts, and displays the latest news. This
feature may be turned off by clicking Tools | Preferences then
selecting the Misc. Settings tab.
New with
2.6.10.741 (1/21/03)
Browse list (Shift - F4) now includes Entity Name, and can be sorted
by clicking any of the column headers.
Lienholder button on the auto screen now defaults to the existing
lender when one exists.
New with
2.6.10.728 (1/14/03)
Correct data files installed for new installation of Receipt Manager.
Document Manager images can now be linked to Auto policies.
Integration with WinFSC rater now works our new Auto data format.
New with 2.6.10.737 (1/5/03)
Two queries generated error messages - both fixed.
New with 2.6.10.735 (12/22/02)
Fixed bug transferring certain Auto Data to ISS.
New with
2.6.10.734 (12/20/02)
Fixed problem entering fire screen (FU3 error).
New with
2.6.10.730 (12/15/02)
Fixed integration problem with ISS auto rating.
Added How To info to Main Account screen.
New with
2.6.10.729 (12/15/02)
Entity Name on all letters, mail merge, and Mailing labels.
Printable Commercial Auto List
New with
2.6.9.721 (12/10/02)
Fixed a problem printing Commercial Liability Certificates after
previous update.
New with
2.6.9.720 (12/9/02)
Commercial Auto redesigned so limits are now assigned to vehicles.
Better record keeping and accurate binders.
Commercial Auto Certificate now prints properly.
Commercial Screen now has Scheduled Equipment list.
New query shows policy activity (renewals/cancellations) for a date
range.
New with
2.6.8.709 (12/2/02)
Texas Liability Cards can now be printed for one two or three
vehicles.
Auto Claim forms are back in operation.
We are still fighting a problem with Commercial Auto Certificates. A
work around is to use the printer dialog box to limit printing to one
page (2 in California). If you don't, you may try to print
thousands of copies of the same page.
New with
2.6.8.708 (11/21/02)
Double clicking Auto effective time inserts current time.
Entity and DBA Names included on invoice for Commercial accounts.
New with
2.6.8.706 (11/20/02)
Fixed problem that prevented launching of ISS rating.
Double clicking the Carrier field of the Policy Summary will connect
to that carrier's web page. To use this feature, you must add the
carrier's web address to the carrier list (click Edit | Carriers...).
New with
2.6.8.705 (11/19/02)
Over 100 unused database fields have been removed. This reduces the
size of the database file, and cuts down on network traffic.
New with
2.6.7.703 (11/15/02)
Simple Invoices can be created from the File | Print menu (Account
Screen).
New with
2.6.6.698 (11/13/02 early am)
Fixed bug that prevented ISS rating from updating ABS with new
quote info.
New with
2.6.6.696 (11/7/02
Intra-Office messaging now pops up within 60 seconds of
being sent.
ISS Rating integration now rates all cars on policy
and all auto policies.
New with
2.6.5.695 (11/4/02)
Fixed a few bugs in predefined queries.
Enhanced Folio Report Filtering to allow more filter
selections.
Updated auto premiums not updated with initial release.
New since
2.6.4.689 (10/21/02)
Revised Account Review query to select by Month instead
of date range.
Account review field is red when review date is past due.
New since
2.6.4.680 (10/17/02)
You can now set, and easily apply Default Coverage Limits
- big time saver.
Autos now have Status and dates in addition to Policy
Status and dates.
Tabs now synchronize properly with autos.
Policy Summary on Account Screen shows autos based on
auto status.
Printed Auto Policy Summary added for Prospect Vehicles.
New since
release 2.6.2.667 (10/2/2002)
Auto grid replaced by a tabbed screen matching the
previous layout..
Texas Liability Card will now print one car
policies properly.
Texas Liability Card now shows up to 4 drivers plus
address.
New since
release 2.6.1 (10/1/2002):
Intra office mail now works properly.
Harmless Error Message at startup fixed.
Forms Boss re-enabled.
Receipt Manager Included in the install.