Version History

v11.1.0

New features

• Ability to hide projects with a certain status from the module grid.
• Automatic numbering sequence settings are available for projects.
• In Administration, the ability to view users in role from the Roles grid has been added.
• In the sections where users are listed, clicking on the user's profile picture will bring up their profile information in a window.

Enhancements

• A category of permissions was added to the Roles section that gives users individual module administration access.
• In Administration, Client Settings sections now appear in underline tabs instead of expanding groups.
• In Allocations, asset changes can run on a final date that is one year from the allocation start date.
• In the Accounts Receivable module, when a new accounting invoice is created, an A/R report will automatically be generated.
• User profile pictures now appear as initials if there is no photo uploaded.
• Users can now specify the type of asset changes an allocation captures. Previously, the only selections were yes or no to capture asset changes. Types include Add, Add Payor, Rate Class Add, Remove, Value Change, and others, and these can now be selected.

Bug fixes

• Allocation detail no longer generate $0 invoices in Accounts Receivable module.
• Effective dates entered for driver authorizations were not correctly displayed.

v11.0.4

Enhancements

• Added a preference allowing users to select an account header format with options to display the selected account only or the selected account with all parent accounts.
• Description fields for ACORD forms can now fit longer descriptions without truncation.
• For data imports, the length of the prefix allowed for accounts and contacts was extended to 50 characters.
• The Projects module has been added to the 'Merge account' feature.

Bug fixes

• E-mail builder was not loading recipients due to missing grid Json setting.

v11.0.0

For this major update, the functions of Quadra's AI assistant were expanded to provide document analysis, more personalized support on using features, and writing enhancement tools. Additional updates include improvements to the Allocations module and the user interface.

New features

• An AI writing support tool was added to all html editors in Quadra to help clarify information, adjust content length, or change the tone of the message.
• New functions were added to the AI assistant including the ability to email transcripts to the user, clear content, or access the history of previous transcripts.
• Notifications can be accessed from the notifications icon, which displays a drop-down menu the most recent incomplete notifications or overdue tasks. There is also a link to the main Notifications module from the window.
• The AI assistant can now provide insights on files uploaded from the Reports, Documents, and Risk Management Standards modules. Users ask questions about documents through a natural language enabled chat window to receive summarizations or perform quick analyses.
• The AI assistant is available to clients from the interface and can answer questions related to Quadra functions, also using a conversational tone.

Enhancements

• A feature to view payor history has been added to all three assets that use payors.
• A new 'Favorites' column was added to the Reports module grid along with the search option to only display favorites when opening the module.
• A new Grid Mode has been added to the Allocations module showing values by asset, bill to, and account.
• An option to view imported rates as a searchable grid was added to the Allocations module, making it easier to locate assets and their rates.
• The Notes module now has an option to include a date and reason for the 'Remove' function.
• The top menu is pinned so it stays visible while scrolling down.
• The top right menu near the user profile was revised so the AI assistant option always available.

Bug fixes

• Account filter tree was not displaying status tags properly in the Reports module.
• Cannot type into the assistant on mobile and the textbox is covered by the browser toolbar.
• Custom reports show up as their report key GUID in the files list and should be the report name.

v10.4.12

New features

• Any field from the Accounts grid can be used as a tag in E-mail Builder and includes Account user-defined fields. This option allows even more specific data to be included in a message.

Enhancements

• Allocated amounts can save asset counts with 6 places of precision (up from 2). This update enables asset changes to match charges when rate divisors are set high (1,000+).

Bug fixes

• Under the Bill Types and Funds options in the Administration module for Accounting, the 'Sort Order' drop-down was not properly populated.

v10.4.0

Enhancements

• Added new preference 'Show sections as' with options for tabs, underline, expanding groups, or vary by module; This allows for a single interface view across Quadra or different views depending on the module.
• For the Quick Search, added new preference 'Always perform partial matches' for searches involving single words or shorter phrases without using asterisks.
• Reorganized user preferences by type for easier navigation.
• When adding a contact, a new tab allows for user-defined fields which are set in Administration.
• When searching contacts, there is a new option to include removed contacts.

Bug fixes

• In Reports, the report name should appear in the name field by default when selecting 'Schedule' from the action menu.
• The report sharing feature should include .xls and .csv formats.

v10.3.1

Enhancements

• Alert message has been added to highlight the policy description options for certificate renewals.
• New preference allows for grid grouping and integration into module grids.
• Updated payor fields to accommodate effective date range including manually-set Start Dates and End Dates for Vehicles, Structures, and Other Exposures. Related updates were made to the allocation calculator, import metadata, and reports.
• Updated user profile settings to include a time zone option. Time zone information has been incorporated into all functions involving dates with times.

Bug fixes

• Addenda and ACORD 101 are not included when printing multiple certificates.
• Allocation schedule dates are not aligning with frequency settings.
• Removing a note in the Grants module causes error alert.
• Scheduled report throwing a mimekit parse exception.

v10.2.0

Enhancements

• Ability to view Note history detail, including before and after values.
• For modules that contain multiple tabs for a row, the section display now has a new underline option to highlight the sections.
• In Administration, it is now possible to search user-defined fields to make it easier to locate fields if the list is extensive.
• The Grants module was expanded to accommodate tasks, deadlines, and award details related to the grant application process.
• The Notes module now has features for assigning tasks to multiple colleagues, recurring tasks, and additional notifications for assignments and due dates. Task assignment replaces the former 'Follow-up' option.

Bug fixes

• In Administration, document categories were not saving when a single role is selected.
• In Administration, the client settings interface was not loading the default module drop-down.

v10.1.0

Enhancements

• An Import Validated email is sent once a long-running data import validation is complete.
• Module grids display user-defined fields based on their defined control type (i.e. date, currency, drop-down, radio button, etc.).
• New display created in the import tool shows the remaining time estimate for long-running data imports (250 records or more).
• Query builder column drop-down now allows searching, plus columns are displayed in alphabetical order.
• Quick search stoplist configured to allow searching on common account name tokens.
• Updated user-defined field drop-down options now include a value if not found.

Performance enhancements

• Upgraded centralized caching mechanism to improve performance.

Bug fixes

• Allocation coverages grid does not sort by the account column correctly.
• Allocation schedule grid not filtering by advanced criteria.
• Document category not displaying in documents by owner grid.

v10.0.0

This major release uses a cutting-edge web technology stack and includes a number of significant enhancements. Users will notice a new interface, improved functions, and faster processing.

New features

• A new quick search bar works across the site; Results are ranked and organized by module.
• A streamlined interface provides easier navigation.
• Activity history is now available in the Notes and Documents modules.
• Additional preferences introduced in the user profile settings, including an image upload feature.

Enhancements

• Module selection now includes Claims, Drivers, and Surveys in the Risk Management section.
• Options for viewing account details expanded to include a grid format.
• Revised Allocations module wizard reduces overall steps when creating a new allocation.
• Two-factor authentication includes option to use an authenticator app.
• Updated controls are available in the Administration module.

Performance enhancements

• Greatly improved module grid load times, especially when grids contain thousands of records.
• Upgraded Quadra's web technology stack for faster performance.

v9.8.3

Enhancements

• New customizations are available for vehicle ID cards: Users can define multiple ID card settings for a state and link a master policy to any of the card templates.

v9.8.0

New features

• New Preview link in Surveys allows users to view a survey during the editing process to see how it will appear to respondents.
• Questions and pages of surveys can be copied.
• The copy, remove, and change order options for each page in a survey are accessed from a drop-down menu for a cleaner interface.

Performance enhancements

• Increased performance in Surveys for a better user experience.

Bug fixes

• "Copy Page" and then "Copy Question" causes out-of-order issue in the Surveys module.

v9.7.0

New features

• Contacts and Ownership grids are available on separate pages to maintain a cleaner layout for account information.
• When adding or editing a new Corporation or Individual account, secondary fields are hidden, presenting a simplified interface. These fields can be accessed through a ‘More Settings’ link.

Enhancements

• Improved interface for managing accounts, which now follows the tab format of other modules.
• The Search History tool for Account Details has been revised with a simplified criteria form and the option to view additional details for search results.

Bug fixes

• "View Payment" from payment processor in Accounts Receivable module is not working.
• Account name is being capitalized when changing account group.
• Phone and number format strings are being saved into the database for accounts.
• Selecting section tab with error indicator causes selected tab name to save incorrectly in profile.

v9.6.0

New features

• Ability to pull more details on A/R transactions through the Search History tool.
• New features for searching transactions such as the option for selecting columns that are saved to the user’s profile.

Enhancements

• Improved interface for adding and receiving payments in the A/R module, which follows the tab format of other modules.

Bug fixes

• In Accounts Receivable, the "Apply Credit From" info message on home page should go directly to apply page when only one credit exists.
• When adding a note for a module, the account label is blank.

v9.4.0

New features

• Integrated notifications into Email Builder in order to contact a group of recipients or include an attachment.
• When including reports as attachments, users can specify whether or not the email sends if the report is blank.

Bug fixes

• On "Add" for Email Builder, setting query recipients does not save the query and sends to all recipients.

v9.3.0

New features

• Option to save searches to ease the process for finding specific records.
• When creating or editing the Schedule tab on an allocation, a link is available that displays the full list of dates for allocated amounts, asset changes, and invoices.

Bug fixes

• Auto-renew not working correctly for Leases module.
• DevExpress comboboxes scroll to the bottom when browsing contents; This happens with Firefox only.

v9.2.0

New features

• Larger attachments (over 10MB) sent through Email Builder will be available as download links.
• The Allocation Schedule features a simplified interface for clients not using the A/R module.

Enhancements

• Improved VIN decoding system, used when adding a new vehicle.

v9.1.0

New features

• The ‘Location/Description’ field can be edited on property certificates at the policy and certificate levels to better describe a location.
• Through Report Builder, users can more easily manage report accessibility through a show/hide feature that controls whether reports appear in the Reports module.
• Vehicle ID cards can be customized through Report Builder’s interface.
• When copying an allocation, the ‘Schedule dates’ setting includes the option to advance the fiscal year by one year.

Bug fixes

• Report Builder does not allow linking a subreport whose "Visible in Reports module" setting is false.
• Report Builder is not showing "Add Data Source" menu option.

v9.0.0

We are pleased to announce Quadra® 9.0, which features a new tool, Report Builder, that allows users to easily edit or create reports through an intuitive interface. Read more

New features

• Introduction of Report Builder, a system for adding and editing reports. Comprised of DevExpress controls, the system features a drag-and-drop interface so users can arrange a variety of elements, such as text, graphics, and data-bound fields.

Bug fixes

• In the Administration module, the sidebar loads expanded and then contracts, causing a page flicker.

v8.6.0

Bug fixes

• "Contacts" report is throwing an exception.
• "Multiple Certificates" function is not filtering by Certificate Holder when valued in the Reports module.
• "Vehicle Changes by Carrier" report is missing data.
• A subreport in the Reports module is being cast to specific type, causing an exception.
• Activity notification is causing an object variable exception.
• During a vehicle import, the registered owner middle name is cleared.
• Editing a contact"s "First Name" and "Last Name" fields valued should not value "Company Name".
• Editing a structure rate class and adding a value type removes existing value types in the formula in the Allocations module.
• The UDF radio button value is returning an import validation error when not valued in the file.
• The vehicle import process is not valuing the finance contact fields.

v8.5.0

New features

• New addenda feature for Certificates module. After uploading an addendum, it appears after the certificate and all pages are generated and shared as a single file.

Bug fixes

• "View Documents" links embedded in PDFs are not working, returning 404 in the Risk Management module.
• An import of Accounts (edit mode) is causing the main contact zip code to disappear.
• WebDocumentViewer in the Reports module is not resizing correctly on mobile.

v8.4.0

New features

• New feature displays the ‘Share Report’ window even if the browser has been set to block pop-ups.
• When scheduling A/R reports, accounts can be selected, providing flexibility in preparing data.

Performance enhancements

• Reports are displayed quickly and consistently and include export options.

Bug fixes

• Imported vehicle data with invalid vehicle type is not showing the drop-down options.
• The link from WebDocumentViewer print dialog may cause download failure in Reports module.

v8.3.0

New features

• Accounts receivable report parameters include filters that allow users to select accounts or perform advanced queries.
• Asset module grids include the option to display payor counts, making it easier to identify which assets have payors.
• Reports for vehicles, structures, and other exposures have the option to includes assets without payors.
• Users can edit values for structure protections (alarm systems, sensors, cameras, etc.) through the Administration module.

Bug fixes

• Certificates and Certificate Policies should not be listed as search options in the Reports module.

v8.2.0

New features

• In the Drivers module, expired drivers are highlighted in the grid to make it easier to identify those needing re-authorization.
• Pause and resume capabilities added to Email Builder.
• The import tool can accommodate batch removals of data.

Enhancements

• Updated Search History feature for assets, leases, projects, and allocations includes a pop-up window with additional details on the transaction and who made the changes.

Bug fixes

• "Documents by Owner" is causing a deadlock exception.
• History details popup windows for "Previous" and "Next" are not working consistently.
• Single structure history is causing a timeout.
• The Projects module is not capturing history.

v8.1.0

New features

• Ability to edit cancellation language as needed for certificates.
• Feature to run checks across payor data to ensure that discontinued payors will not be includedin the invoice-distribution system.
• New account rule available in Administration to more easily include or exclude accounts when setting up an allocation.
• New requirement to include addresses when adding clients.
• Signature upload feature to better customize certificates.

Bug fixes

• Report preview function is throwing a conversion exception.
• The data import list lookup is failing for "Other Exposures Class Code".

v8.0.0

We are pleased to announce Quadra® 8.0, which includes a number of important updates: A tab format is available to make it easier to enter and browse information, a new partnership with Checkr expedites the driver background check process, and new features improve the user experience. Read more

New features

• In the Search History feature for Structures, additional details are included about previous edits that can be accessed by clicking on a search result.
• New interface for the asset modules as well as the Projects and Leases modules which uses a series of tabs to organize information.
• Pinned grid headers for easier scrolling so users can browse data more easily.

Bug fixes

• "View Details" in Structures module is showing edit warning.
• "View Email History" is throwing a json length exception in the Administration module.
• Approval add/edit performance issue.
• MiniProfiler upgraded runtime is causing exception.
• Multiple grid headers are getting pinned when scrolling in A/R module.
• Remove import status polling process on imports grid.

v7.8.0

Enhancements

• Reduced number of steps in background check process which is used by clients who are onboarding new drivers.

v7.7.0

New features

• Ability to renew while copying an allocation which reduces the time needed to create an allocation for a new fiscal year based on the previous year’s allocation.
• New options for auto-numbering invoices; Users can specify a prefix and maximum number of digits that will appear as the invoice number.
• When viewing history for allocations, users can search earlier edits made by team members. Results include date, user, action, and the step in the allocation wizard.

Bug fixes

• Module menu is not pinning when scrolling page without a sidebar.

v7.6.0

Bug fixes

• Editing an account without an address is returning a "State" error.
• Updating overrides is not forcing the calcuation to refresh in the Allocations module; Is using a cached result.

v7.5.0

New features

• Ability to force a future date on the allocation schedule.
• Ability to view overlapping rate classes in the Allocations module.
• Advanced search is available for the Preview step in the Allocations module.
• Allocation Charges report is available listing all asset changes and invoices for an allocation.
• In the Allocations module, a new message appears following a rate import for the Coverages section displaying the count of rates and a link to view the imported file.
• Modifiers are maintained for asset changes in the Allocations module.

Bug fixes

• Coverage > Rates screen needs to handle a large number of rows created by imported rates in the Allocations module.
• Data import is not valuing structure protection lookup values.
• Data import UDF is not staging.

v7.4.0

New features

• Ability to indicate specific accounts and set criteria for activity notifications.

Bug fixes

• Edits are not logged in activity (and therefore doesn"t send a notification) when editing a UDF only.
• Imported structure"s "Ownership Type" is not selecting in the drop-down control.

v7.3.0

New features

• Ability to resolve large sets of errors when performing a data import; The process categorizes all errors by type and includes counts.

Bug fixes

• "Transfer Vehicle" is not setting [Rate Class] on the newly-added vehicle.
• Contact import "Prefix" metadata is incorrect and not validating correctly.
• Prevent double submit on "Structure Sold" page.
• The copy function is throwing an exception in the Allocations moduel.
• UDF import issues were reported during testing.

v7.2.0

New features

• Ability to replace or add to existing rates within the Allocations module during the rate import process.
• Dark mode is available as a viewing preference for Quadra.
• Import feature is available for accounts.

Bug fixes

• "Account Search" is not working for system user when the account is not linked to a user or partner.
• Account Client_Pyramid_History is not capturing all name fields.
• When importing data, if "Edit > Keep existing data" option is required, the UDF values are not loaded.

v7.1.0

New features

• Ability to modify schedule dates generated from frequency settings, which are specified under the ‘Schedule’ section when setting up a new allocation.
• New Partner Management section where brokers access modules and view activity for all of their clients and also add new clients.

Bug fixes

• A user without a link to a top client but has Administration module access is receiving an exception.
• Limit "partner client" modules to those the partner has access to in the Administration module.
• Transfer failing with UDF_Map exception in Structures module.
• Updated rate import should not remove all coverage accounts in the Allocations module.

v7.0.0

As part of release 7.0, Quadra® now offers an extensive data import function enabling clients to transfer new or updated records easily and efficiently. Read more

New features

• Expanded the data import function in Administraiton to other modules including vehicles, structures, items, and other exposures.

Bug fixes

• Importing a claim allows null claim numbers.
• Importing does not allow editing resolution if the original import value is blank.
• Search function is not returning hits from text within PDF files in the Risk Management module.

v6.6.0

New features

• Ability to remove any generated invoices and journal entries through the Allocation Schedule.
• Ability to select automatic or manual settings in the Allocations module when creating invoices and journal entries that result from asset changes.
• Automated system in the Allocations module for sending invoices, asset change reports, and allocation amount reports through the Email Builder tool.
• New setting added to Email Builder that allows users to pick an allocation invoice date from the recipient grid.
• The Allocations module includes a ‘Maximum Age’ setting, giving users the ability to limit how far back journal entries may be dated by allocation.

Bug fixes

• Copying an allocation throws and exception.
• In the Allocations module, "Empty Asset Cache" is not always working; Edited asset does not appear until app pool is recycled.
• Schedule grid "Total Asset Change Amount" column is not summing correctly in the Allocations module.

v6.5.0

New features

• Ability to access any step of the Allocation wizard for the purpose of editing directly from the main Action menu on the Allocations page.
• Invoice-creation feature is available for clients that use Quadra’s Allocations and Accounts Receivable modules together. A new tab in the Allocations wizard allows users to set preferences for invoice formatting, scheduling, and coverage-to-fund mapping.

Performance enhancements

• Performance issues addressed.

v6.4.0

New features

• For the Vehicles module, the ID card system includes the ability to override the insured address on the ID card system; customize verbiage for cards; create state-specific cards for Pennsylvania, New York, and California; and enter an address for the insurance carrier.
• Vehicle-driver linking feature and the ability to replace the insured address.

Bug fixes

• Lease history grid loses search criteria when sorting by a column.
• Standard Vehicle ID Card Report is not showing the broker state.

v6.3.0

New features

• Ability to edit inputs at any step of the allocation wizard and edit allocations of any status.
• Ability to re-run an allocation for any past schedule date, meaning that charges can be regenerated to incorporate any recent edits.
• In the preview section of the allocation wizard, users can view allocated premiums by Bill To Account.

Bug fixes

• Adding a new vehicle registered owner saves as "Vehicle Owner" and should be "Auto Owner"; drop-down menus are breaking.

v6.2.0

New features

• Account address fields are available in all asset grids so they can be chosen on Aggregated Assets.
• Availability of a new ID card report for the state of California, with the option to enter an insurance carrier address.
• Availability of single sign-on for Quadra, allowing users to log in with one set of credentials to access multiple applications.
• New currency formatting option for user-defined fields.

Enhancements

• The Active Vehicles Report includes an updated account format for greater clarification.

v6.1.0

Bug fixes

• Hangfire no longing running jobs; May have run into upper limit in that database.

v6.0.0

Advanced Enterprise Technologies Inc.® is pleased to announce version 6.0 of Quadra®, which features a new module that offers online courses as well as an simplified system for inviting team members to become Quadra users. Read more

New features

• Client settings includes a history of edits.
• Invitation links that allow team members to create Quadra accounts.
• New "replacement" indicator for a vehicle which appears on the Vehicle Changes for Carrier report.
• Training module offering online courses to support risk management efforts.

Performance enhancements

• Greater transparency when editing user roles and client settings along with general upgrades to assure a high level of security and performance.

Bug fixes

• "Assign Training with Link" page should not show expired links.
• "Assign Training" has interaction with course security and completed courses.
• Advanced search query builder is not correctly handling "is null" criteria.
• Assigning training to a client is creating dupilcate organizations.
• Course with security set to the top of the heirarhcy is not visible anywhere but at the top.
• Rate class advanced query test throws exception on structure floor area assets in the Allocations module.
• Training completion is not displayed after completing a course.