NowCerts Momentum – Release Notes – 07/20/2023

NowCerts Momentum – Release Notes

 

♦ Service Requests – Insert/Edit – Several Types:

  • Add Vehicle
  • Address Change
  • Vehicle Transfer
  • Certificate of Insurance
  • Policy Change Request – Other
  • General New

♦ Ability to repeat the insert operation after another insert or edit of the same record type. (Drivers & Equipments)

 

♦ Vehicles – VIN Checker Actions:

  • Compare.
  • Fill In Blank Info.
  • Override Current Info.

♦ Tasks Details Subline – display assigned policies.

 

♦ Tasks – Ability to filter by Category Stage / Status Pair.

 

♦ Policies / Quotes – New batch action – Change Product Name.

 

♦ Policy / Quote Info Center – Display Product Name if any.

 

♦ Service Requests List – Added new search filter by Change Date.

 

♦ X Dates Main List – Added new search filter by Referral Source.

 

 

– NowCerts