NowCerts Momentum – Release Notes
♦ Loss Runs Requests – Insert / Edit.
♦ Sales Goals – Insert / Edit.
♦ Interactive Reports – Policies By * – Added new filters by Business Type & Business Sub-Type.
♦ Interactive Reports – Production & Revenue by Endorsement – Added new columns Business Type, Cancellation Date, Referral Source & Tags and new search filters for Cancellation Date, Referral Source and Policy Status.
♦ Ability to repeat the insert operation – added also for Contacts & Locations.
♦ Policies / Quotes – Advanced filtering by Line of Business (with logical operators and count).
♦ Policies / Quotes – New Action – Change Cancellation Date (visible for records with existing cancellation date).
♦ Policy / Quote List – Added new search filter by Cancellation Date.
♦ Policy / Quote Details – Ability to sort the tables of records for properties, vehicles, drivers on the information tab.
♦ Endorsements – Ability to search by Bill Type [Not Assigned].
♦ Opportunities – Details Subline – display assigned policies.
♦ Rolodex List – Added new search filter by Agency Location.