NowCerts Momentum – Release Notes – 02/16/2023

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

 
 

– NowCerts