System Update
We have a release with some new features and additions for Momentum.
Here is the list of changes included:
-
- Lines of Business – Main List, Insert, Edit.
- Opportunity Stages – Main List, Insert, Edit.
- Quote Stages – Main List, Insert, Edit.
- Note Types – Main List, Insert, Edit.
- Prospect Statuses – Main List, Insert, Edit.
- Referral Source Categories – Main List, Insert, Edit.
- Description Templates – Main List.
- Signatures – Main List.
- Task Categories – Main List.
- Task Groups – Main List.
- Tag Categories – Main List.
- Insureds, Prospects, Policies, Quotes – ability to search records specifically for the Default location.
- Tags – ability to decide what search condition you want to be used (OR | AND).
- Fix a problem when deleting some entities under specific conditions (Carrier, MGA, Referral Source).
- Invoices/Receipts Tabs – added some missing grid options.
- Linked Insureds List – the name is now a link to the details page and we display info center next to it.
- Automate 365 Integration – only admin agents can perform batch actions.
Thank you for your support and have a great day!
– NowCerts