NowCerts Momentum – Release Notes
Referral Sources Payments – List, Insert, Edit, Batch Actions.
♦ Interactive Reports – Month in Review.
♦ Interactive Reports – General Ledger – Balance Sheet.
♦ Interactive Reports – Agency Commission Based on Rules – new columns Commission Received and Rule Balance.
♦ Label Dictionary Option – Introduction.
♦ Referral Source – Details Page – Payments Tab.
♦ Drivers – CDL Date & License Class (Insert, Edit, List).
♦ Pending Cancellations – Add ‘Extension Date’ to Inline Edit.
♦ Integration Widgets Page – Click to copy integration codes.
♦ Global Search Results – display Quote Stage for Quote records.
♦ Search Filter for User now has an option to filter from Active | Inactive | All.
♦ Ledger Accounts – Added new search filter for initial balance and initial date.