NowCerts Momentum – Release Notes
♦ Interactive Reports – Prospects By Prospect Status.
♦ Interactive Reports – Prospects By Prospect Type.
♦ Interactive Reports – Display whole numbers, without cents.
♦ Details Pages – Make the second information line stay at the top.
♦ Google Maps Address Preview.
♦ Insureds / Prospects Details – display the number of not done reminders.
♦ Policies / Quotes Details – Coverages Section – display list of drivers.
♦ Service Requests Details – Information Tab – Display policy info center where applicable.
♦ Claims List – Description column. (comma separated if many)
♦ Claims Details – Display Claims Amounts collection.
♦ Agent List – Added E&O columns and filters.
♦ Automate 365 Integration – Pipeline Opportunity – Add link to actual internal details page.
The following video recaps all of these items. Additionally, I have included an update on our work smart solution Fusion! Play