Beta 0.9.3
Pre-release
Some New Features:
-Tiled Policy vs list policy.
You can set this in your settings -> User Settings -> Policy Display Mode
-Limiting 5 policies per row- should help with the overcrowding we were seeing
-ACORD Forms now fill out completely (YES and NO questions are now embedded)
-DL-123 and FS1 Support
-Email Storage and viewing is active (Does not connect, but if you have an important email you can save a copy to the policy file and view it later)
-New Certificates tab.
Will allow you to issue certificates and they will save a copy to firebase with the certificate holder listed as the name of the COI. Also works for emailed certs too. Clicking email certificate will open your email client and send a link to the COI, so no more dragging and dropping unless necessary. Automatically populates client's email as well.
New Billing tab
Bills for new policies are still automatically created.. but now two new options for stuff that doesnt quite.. ahem.. fit the bill..
Policy invoice allows you to create an invoice off of a certain policy.. also allows you to combine policies together if billing two lines together. Will print policy types and add two policy premiums together automatically.
Custom Invoice- Great for one-offs or endorsement Invoices.
-New Policy Type: Personal Inland Marine
-$50k Option has been added to GL Limit options