NowCerts Momentum – Release Notes
♦ Ledger Accounts – On-Page Edit.
♦ Ledger Accounts – Manual Journal Entries – List, Insert, On-Page Edit.
♦ Interactive Reports – Insureds / Prospects by Sub-Agency.
♦ Interactive Report – Account Current – Added new search filters. (insured / policy agent, csr, tag)
♦ Agency Overview – Added new tab – Location.
♦ Agents – Ability to apply tags and filter by tags.
♦ Policies / Quotes – Policy URL – Аdded to the details page and info center.
♦ Policies / Quotes – Ability to apply tags directly from the info center
The following video recaps all of these items if you’d prefer to watch them. Additionally, I have included an update on our work smart solution Fusion! Play