NowCerts Momentum – Release Notes
♦ Task Categories – Insert / Edit.
♦ Task Groups – Insert / Edit.
♦ Service Requests – Ability to assign policies to all available service request types.
♦ Interactive Reports – Policies By Referral Source By Month & Policies By Location By Month.
♦ Interactive Reports – Policies By * By Month – Ability to select the base date (effective date, create date, bind date).
♦ Interactive Reports – Production & Revenue – Added new column – Billing Type.
♦ Insureds / Prospects Info Center – Add new tab for CL Rating Data.
♦ Insureds / Prospects List – Grid Actions – Add New – Claim (all different types).
♦ Property Selector – Ability to see separately active, archived or all items in the selector.
♦ Tasks List – Added new search filter by Supervisor.
♦ Agents List – Added new column and filter ‘Admin’.
♦ Insureds / Prospects List – Display pager info in the center.
♦ Display notification message above the internal chat.