Here's a summary of the things we've been working on in the last few weeks

 

We're going to be rolling out the latest version of CFS today, should you have any questions about these new features or how bug fixes have been implemented please contact daniel@durell.co.uk, or create a support ticket at support.durell.co.uk.
 

2020-10-20 (v4.7.5)

• IMPORTANT We have consolidated and centralized a number of permissions in relation to schemes. These options were previously set in the "Schemes" module settings and are now driven by the System Token instead, namely:
• "Show quote types" is now "Quote types" in the token - this affects the renewal automation tool.
• "Show quotes from insurers" is now "Insurers" in the token - this affects the insurers that are used for quotations in the panel so it's important this value is checked.
• "Quote options" -> "Menu options" -> "Create/send renewal invite" is now "Renewals" -> "Create & Send (email)" in the token - this affects the "Send invite" button on the quote results page.
• "Quote options" -> "Menu options" -> "Add note" is now "General" -> "Add Note" in the token - this affects the "Add note" button on the quote results page.
• Major it's now possible to add, edit & remove API keys via the CFS front end, this new settings menu will allow you to self-serve onboarding requests from integrators, keep IP whitelists up to date, audit API traffic, create new keys etc. we've created a quick "how to" guide to get you started which can be accessed here: https://cfs.durell.co.uk/support/page/setting-up-a-new-api-key/
• New fields/options added to the export builder:
• Endorsement (single) - allows for greater control of endorsements in the output, you can specify a column to have a certain value, e.g. code, and specify how many endorsements to include in the output by duplicating the field as many times as you need. 
• New option added to the endorsement loop to specify the format of looped endorsements so you can show just a list of codes if you wish.
• Lead address and telephone number (comes from Durell)
• New option added to groups to ignore blank values, so when joining on commas you won't see duplicate commas, and won't see commas for blank groups.
• Fixed bug whereby sometimes after logging in following a session timeout you would need to log in twice. 
• The policy dashboard export now includes MShot_1.
• MTAs on the policy dashboard now have the correct date values for take-up and invoice dates.
• Added friendly error screen when number of points within the renewal/policy quilt exceeds 15,000.
• Gross premium ARFs on Broker Discount and Discount £ are now correct for tax-exempt quotations.
• Premium information is now stored at renewal take-up to ensure correct sub-total values are mapped to the admin dashboard export.

You will see these new changes available on the live site from around 1PM. If you host CFS on your own AWS instance changes will be active a little later, in line with usual release timeframes. Should you wish to not receive the update for your instance please notify us before 12pm.

Regards,
The CFS Team