Today we have a release with some new features and additions for Momentum.
Here is the list of changes included today:
- 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!