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:
- 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.