NowCerts Momentum – Release Notes – 08/20/2024
Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today:
– Agency Overview – new tab for Lead Sources.
– Interactive Reports – Service Requests By Stale Days.
– Dashboard Widgets – for * by Stale Days reports.
– Dashboard Grids – Ability to view ‘Recent Production’.
– Policy / Quote Details – Header Subline – display Product Name.
– Navigation Palette – Ctrl + M shortcut added.
– Vehicles – Grid Actions – Add ‘View Drivers’.
– Policy Details Page – Billing Overview – Quick Links to different endorsement item lists.
– Policy Details Page – XML View option for policies coming from Carrier Downloads.
– Global Search Results – display tags applied to Certificate Holders and the ability to apply directly.
Watch a quick recap video below that provides detailed instructions on all of these items and even demonstrates the usefulness of the new XML View option.