-In-place edit option added to:
- Finance Company details page
- Other contacts details page
-On-page edit option added to the follow Insured items:
-Mass Action tool for Send Certificates Improvements:
- Added download/send options: Allows you to include the description of operations or Acord 101.
- Added search filter and column for Master Certificate: Allows you to select a specific certificate and filter to only that certificate.
- Mass action within Send certificates: Ability to batch change the visibility of certificates within the grid items. Change Visible and also normal change visible grid action.
- Mass action within Send certificates: Added new columns and filters.
- Interactive Reports: Retention Ratio by Parent Carrier added for public preview.
- Opportunity List: Ability to search by intervals for Commission and Cost.
- Properties: Added batch action Change Property Use.
- Policy List after Agency Overview redirect: Added all available policy Batch Actions.
- Renewal Center – Added new search filters for Premium and Renewal Premium.
- Referral Source Main List: Added new columns website, identifier, email, and category.
- Agent Details Subline: Added NPN Number and License Expiration Date.
Here is an article that includes more details with screenshots.
Momentum Update 06/02/2022