NowCerts Momentum – Release Notes

♦ Insureds – Insert / Edit.

♦ Interactive Reports – Number of Created Activities By Insured / Prospect.

♦ Global Search Results – display assigned tags for insureds / prospects.

♦ Global Search Results – display co-insured if any.

♦ 2FA – Enforce Option for Agent Users.

♦ Payables – Ability to check A/P Balance as of date.

♦ Carrier Fees – On-Page Edit.

♦ Display details button in header on edit pages of entities which have details page.

♦ Workers Compensations – Batch Action – Change Property.

♦ Claims – Add summary calculation option for Amount Paid.

♦ Tasks – Details Subline – Add supervisor information.

♦ Tasks – Last change user grid column.

– NowCerts