NowCerts Momentum – Release Notes
Our latest release for Momentum contains some new features and enhancements. Below is a list of changes made today:
Menus that have been moved to Momentum:
- Reps menu: The Reps menu within a contact.
- IVANS Session Logs – Main List.
- IVANS Custom AL3 Files – Main List.
- Master agency move Insured: The ability to move Insureds between sub-agencies. This feature is only for master agencies.
- Interactive Revenue Reports: Display total received in the show totals area.
- Issue payments within Carrier/MGA menu: Added the column Insured.
- Issue Payments – Improved Query to show previously hidden invoices and payments.
- Agents Menu: Added has access as a new search filter.
- Personal Auto Coverages within Policy Info Center: The Coverages tab now properly displays personal auto coverages.
- Vehicle Service Request: The option of creating an insured’s vehicle has been added.
- Additional Interests Menu: Added a column to display email of additional interests.
- Policy/Quote List Menu: Added a column to display full term premium.
- Insured/Prospect list: Added additional columns for Insured ID and Customer ID.
- Service Requests List Menu: Added a column for identifiers. This will display the service requests ID.
- Renewal Center: Added two new columns to display the Insureds Email and Insureds Phone Number.
- Vehicles menu: Added the column description that will display the vehicles description.
To see a more detailed update list with screenshots please use the link below.
NowCerts Update 04/15/2022 Article