NowCerts Momentum – Release Notes
♦ MGA – Insert / Edit Page.
♦ Rolodex – Insert / Edit Page.
♦ Endorsement Receivables – Main List.
♦ Endorsement Receivables – Batch Actions – Change Type & Due Date.
♦ Endorsements Main List – Added new search filter by Entered Date.
♦ Interactive Reports – Agency Monthly Commission Payments.
♦ Interactive Reports – Agency Commission Net Agents Commission – added new search filter CSR.
♦ Added Custom Fields (simple) tab under general on details pages for Carrier, MGA, Referral Source, Finance Company, Other Company.
♦ Tasks – On-Page Edit – Added selector for policies even on the main list.
Also please check out this cool new way to submit your creative ideas and suggestions. There is also a way to vote on existing feature suggestions.
Watch Video