Momentum Update

 

• Ability to have completely separate configurations for policy main list, policy list on initial insured/prospect screen and policy list in the separate insured/prospect tab.
• Global Search Page.
• Insureds / Prospects List – ability to search records without assigned tags.
• Details Pages – Vehicles Tab – Download Vehicle ID Cards button added.
• Service Requests – Add Driver – action to add to insured drivers.
• Lien Holders Nested Grid – Added action ‘Send Certificate’.
• Insureds / Prospects / Policies / Quotes – Batch Change Referral Source.
• Policies / Quotes Details – WebMail Tab.
• Policies / Quotes Details – distinct agents and csrs records.
• Policies / Quotes Details – append correctly the identifier of the policy/quote record when needed for description templates.
• Policies / Quotes – Exports – add Insured Id, Customer Id, Insured Guid.
• Policies / Quotes – Do not show calculated Agency Commission for Agents which do not have access right to see it.
• Agency Overview – modifications for current time period.
• Agency Overview – Policies List – added ability for calculating amounts.
• Integration Automate 365 – Ability to search records without assigned NowCerts tag.

Have a great day!