NowCerts Momentum – Release Notes – 05/11/2023

NowCerts Momentum – Release Notes

 

♦ Referral Source – Insert/Edit Page.

 

♦ Certificate Holder – Insert/Edit Page.

 

♦ Interactive Reports – * by Insured – display information for email, phone, address. (tasks, contacts, opportunities, properties, vehicles)

 

♦ Endorsements – Main List.

 

♦ Endorsements – Main List – Batch Actions – Change Status, Follow Up Person, Follow Up Date.

 

♦ Opportunities Details Subline – Display Referral Source.

 

♦ Vehicles List – Added new search filter by Type of Use.

 

♦ Insured Locations List – Added new search filter by State.

 

 

Here is the update video.
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– NowCerts