NowCerts Momentum – Release Notes

♦ Dashboard – Ability to set prefered dashboard.

♦ Dashboard – Ability to set the grids tab as default one.

♦ Journal – Preview, Insert, Edit.

♦ Interactive Reports – Service Requests By:

♦ Interactive Reports – Activity Numbers by Insured / Prospect – ability to see and apply tags.

♦ Tasks – Ability to search for tasks with ‘Not Assigned’ category.

♦ Task Categories – On-Page Edit.

♦ Opportunities Batch Actions – Change Commission / Cost of Lead.

♦ Receivables – Ability to check A/R Balance as of date.

♦ Search Configurator – Ability to set a slim search display directly from there.

♦ Policies / Quotes – Grid Actions – Add new for Service Requests and Claims.

♦ Renewals List – Grid Actions – Add ‘Apply Tag’.

♦ Commission Rules – Added new search filter for Line of Business Class.

Here are two videos recapping today’s update.

– NowCerts