InStar Enhancements/Updates by EDI Concepts

Enhancements are delivered by download for InStar users authorized to download updates per the setting in User Setup. Your versions of the various libraries can be viewed under InStar Menu Help >> About InStar. We changed the format of versions to be a date in format YYYY.MM.DD to make this easier to follow and for us to track.

InStar Ver 2021.09.01 or Later InStar (In Beta Testing)
  • Added automatic shutdown of InStar at 12:0 1 AM to prevent users from leaving InStar open accidently. User may adjust the the time of the shutdown in Main Setup under the System Info tab. This enhancement must be managed if over night operations are conducted like automated download so as not to interfere with said operations.
  • Data handling has been greatly improved so that timers (internal messaging, FloTrax etc.) will not interfere with data handling.  Previously when a record was locked for editing if a timer went off it may return a false positive causing the system to unlock the record before the user is finished editing the record.
  • Added the ability to use the Omnis Data Bridge and connect directly to the data file(s) via the server IP address rather than using Windows file sharing. This gives Omnis/InStar greater control in handling file locking and release of locks. There is no additional cost for this and it takes about 30 minutes to setup. All new installations are using the ODB (Omnis Data Bridge)
  • The About InStar window (Menu Help >> About InStar) now has a link to this List of Updates Page. Corrected links to create email to IUG or EDI to properly fill an email
  • Client window was made to open in the top left corner of the screen to give more room for other windows and multiple client windows.
  • Client window is now resizable using the square in the upper RH corner square or a double click on the title bar. Nice for those clients with lots of policies.
  • Global/Policy/Certificate Additional Interest/Holder; Enterable list added for contacts on the Additional Interests that flow from the global/master list to the policy and down to the cert.  User may add Contact and Email for the AI/Holder at any level. Holder email address is required for direct mailing of certificates and this function is being added to other ACORD forms also.
  • Certificates of Liability (ACORD 25s)
    • Button added to certificate of liability for immediate email of certificate to the holder email address with cc to the primary contact on the client account.
    • Buttons for Next and Previous added to the cert of liability to allow the user to quickly move through the certs without exit back to the list window. Right click on the button for list of Certs to quickly move to another Cert.
    • Added ability to attach eDocs to the Cert by clicking the header button and dragging 1 or more eDocs to the Cert
    • Incorporated the ACORD 25s 2016/03 version so it is no longer necessary to use the print button under the EDI Enhanced Menu, just use the Print button on the Cert or just click the Email Button and save a lot of steps.
    • Modified the Master Cert Description to not be editable and added a Cert Description field. Intent is to keep the Master Description the same but allow the user to add any description they need for a specific cert when they Dup a Master.
  • Certificate of Liability List Window
    • Added column for the new Certificate Description next to the Master Desc. Intent is to allow proper use of the master by keeping the Master Description the same so when clicking the Master Button all Masters are put at the top of all the Certificates DUPLICATED from said Master and allow more ease in renewing blocks of certificates created from a specific Master.
    • Window was made expandable with a click on the upper RH corner square or just a double click on the title bar.
    • Column width is now adjustable.
2021.04.12 InStar
  • Fix for split data files returning a false positive for duplicate slots.
  • Added Comment/Reason to journal entry list to more easily see the reason for the entry. Also made the window expandable and the row height in the list adjustable.
2021.03.26 InStar and Earlier
  • Printer empty situation causing InStar crash corrected to warn user and allow the user to select a printer when InStar does not “see” a printer to which to send the print job.
  • Email attachments all getting same name corrected
  • Corrected Attachment List window on Email to be sent; Delete button turning inactive after 1st deletion and right click pop up menu not working corrected.
  • Fix for letter window being slow to open with many letters on the account by truly limiting the letter records fetched to only the number of months specified. IF a user selects all letters on a large account the fetch of data was enhanced but thousands of records still take time to fetch.
  • Client window now has a field to store the client web site and both the Name and Web Site labels will perform a lookup or open the web site.
  • The New Email Inbox (under EDI Enhanced menu); When an email is filed, will load the client to which filed, to the client list so opening a client window (F2 ) and clicking the List Button will show and allow quick access to the client record.
  • Added fix for forwarding email in Letters causing the font to disappear and creating a situation in which the letter body did not have a font size causing the typed letters to simply type over each other.
  • User download updates setting moved from User Preferences window to User Setup.  Only individuals authorized by management will download updates.  Current setting are retained but can be changed under User Setup >> Security, global options.

EDI Concepts Provides Support and Programming Services for InStar and NOVA SalesPro