Our new release today includes a new feature and many enhancements to Momentum. More information is provided below.
In-Place Editing: This feature allows you to select edit on certain pages, and it will open the selected fields for editing without leaving the details page.
-In Place Edit option added to:
- Policies Details Page
- Quote Details Page
-On-Page Edit option added to:
- General Liability
- Professional Liability
- Bail bond
- Interactive Reports: Retention Ratio by Line of Business available for public preview.
- Agency Overview: Ability to filter all the information in Agency Overview by Agency Location.
- Opportunities List: Added Not Assigned as a searchable opportunity stage.
- Certificates Sent: Added Description as a new search filter.
- Policy Coverages Preview: Improvements on how limits were formatted.
- Renewals Main List: Added Policy Number, Insured, and Line of Business as search filters.
- Recent Production Main List: Added Policy Number, Insured, and Line of Business as search filters.
An article with a video and screenshots detailing what was included in this update can be found here.
Momentum Update 05/26/2022