NowCerts Momentum – Release Notes

♦ Opportunity Dispositions – Insert / Edit / List.

♦ Opportunities – Ability to select Disposition and Is Requote.

♦ Opportunities – Batch Actions – Change Disposition & is Requote.

♦ Carrier Downloads – Stats Preview List.

♦ Insureds List – new column – count of active policies.

♦ Service Requests – Replace / Remove Driver – usage of driver selector on insert (from details page context).

♦ Agency Commission Statements – Total Amounts.

♦ Grid Configurator – Ability to select all / deselect all columns at once (visible for entities with 12 or fewer possible columns).

♦ Agents – Batch Actions for states – Change states & Remove states.

♦ Financing Amounts – Ability to search for a Finance Company [Not Assigned].

♦ Global Search Results – Properties – display map marker to see the address on the map.

– NowCerts