NowCerts Momentum – Release Notes
Today we have a release with some new features and additions for Momentum. Here is the list of changes included today:
- Certificates – main list.
- Agency Overview – Ability to select sub-agency to filter.
- Interactive Reports – Public Preview for ‘Production and Revenue by Policy’ (still under development).
- Tasks – new grid action – Update Status / Stage/ Date.
- Principals – new grid action – Change Description.
- Opportunities List – ability to sort by agents.
- Opportunities Details – Quotes Tab – improved query.
- Insureds / Prospects Details – Opportunities is now a separate standalone tab.
- Global Search – ability to select all / unselect all types for searching.
- Global Search – display assigned agents and csrs in the results for Insureds, Prospects, Policies, Quotes.
- Sticky Notes – ability to directly select text from the note.
- Drivers – Batch action – Change State.
- Drivers – Batch action – Change Excluded.
- Increase filter limits for calculations in Policy / Quote related lists.
- Certificate Holders Details – Certificates Tab – display Insured column.
Reminder: We are starting the complete rollout of Momentum to all our clients. If you have not already done so, please review the Momentum Overview video series here:
Please click here to view the Nowcerts Momentum Modules Playlist