NowCerts Momentum – Release Notes – 07/11/2024
Today we have a release with some new features and additions for Momentum. Here is the list of changes included today:
– Policy Important Date Templates – List, Insert, Edit.
– Tools – Find potential renewals & rewrites.
– Interactive Reports – Opportunities by Stale Days.
– Ability to search for multiple zip codes at once, separated by comma (Insureds, Prospects)
– Dashboard Widgets – Claims By – Status, Type.
– Dashboard – Easy way to switch between widget and grid configurators.
– Date of birth grid cells – display in a tooltip the actual age. (Contacts, Drivers, Health Plan Members)
– Agency Address – Display description on information tab.
– Properties – Grid Actions – Change Visible. (only for admin users)
– Service Requests – Grid Actions – Change Stage.
– Vehicles – Added new columns – Use and Annual Mileage.
– Drivers – Added new columns – Gender, Relationship and Marital Status.