NowCerts Momentum – Release Notes
♦ Customer Statement of Account (Main & Alternative version) – Insert / Edit.
♦ Interactive Reports – Claims by Agent.
♦ Interactive Reports – Tasks By Tag.
♦ Interactive Reports By * By Month – Ability to switch between 6, 12 and YTD months view and display aggregate information for the selected period.
♦ Linked Insureds Contacts – Ability to Copy Contact to Insured.
♦ Details Pages – Locations Tab – Display linked insured locations at the bottom.
♦ Tasks – Batch Action – Assign Supervisor.
♦ Insureds / Prospects – Added new search filter – Has Contacts.
♦ Claims List – On-Page Edit – Added Agent.
♦ Policy / Quote List – Grid Actions – Add to Package.
♦ Claims Details – Display assigned agent in the details subline.
♦ Agency Commission Statements – Added new search filter by description.