NowCerts Momentum – Release Notes
♦ Tasks – Insert / Edit.
♦ Interactive Reports – Insureds / Prospects By * – Added new search filter for Create Date.
♦ Commercial Insureds / Prospects – Details Page – Display DBA in header.
♦ Insureds / Prospects – Lead Sources – List, Insert, Edit.
♦ Service Requests – Replace Driver – extend with more fields.
♦ Service Requests – New Type – Replace Vehicle.
♦ Opportunities – Ability to apply and filter by tags.
♦ Tag Details – New tab for Opportunities.
♦ Policies / Quotes – Batch Action – Set Referral Source to respective Insured / Prospect Referral Source.
♦ Duplicate Tools – Ability to filter by insured type.
♦ Format contact SSN with dashes (for example 001-44-5678).
♦ Task Stage Information – Show Assigned User per stage information.
♦ Receivables / Payables – Added new column and search filter for Other Company.
♦ Agency Commission Statements – Added new search filter for Funds Received Date.