NowCerts Momentum – Release Notes – 03/16/2023

NowCerts Momentum – Release Notes

 

♦ Custom Fields Advanced – Main List.

 

♦ Custom Fields Advanced – Insert / Edit.

 

♦ Agent Charges – Main List.

 

♦ Policy / Quotes Details Pages – restructure the initial screen.

 

♦ Policy Details – Amounts – Receivables & Payables – Show balance in brackets.

 

♦ Account Current Report – new search filter for receivables.

 

♦ Agents – New Batch Action – Add to Workgroup.

 

♦ Google Maps address preview used on more details pages.

 

♦ Tag Categories – Ability to check tags included in a category from the list.

 

♦ Recent Production – Added new filter and column – Create Date.

 

 

The following video recaps all of these items.
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– NowCerts