NowCerts Momentum – Release Notes
♦ Tasks – On-Page Edit.
♦ Description Templates – On-Page Edit.
♦ Interactive Reports – Properties by Policy.
♦ Interactive Reports – Vehicles by Policy.
♦ Agent Details – Added E&O Information.
♦ Tag Details – Added new tab – Agents.
♦ Claims List – Added new search filter – Adjuster.
♦ Certificate Holders List – Added new search filters – Email, Address, State.
♦ Integration – Automate 365 – Pipelines – Visual Modifications.
♦ Integration – Automate 365 – Add New Opportunity.
This video summarizes all of these items if you prefer to watch it. We have also included an update on Fusion our work smart solution that is nearing release! Play
– NowCerts