NowCerts Momentum – Release Notes

♦ Description Templates – Insert/Edit.

♦ Interactive Reports – Configuration Wizard.

♦ Interactive Reports – Agency Commissions Based on Rules.

♦ Dashboard – Ability to have separate configuration for the lists in Grids Tab compared to the regular lists.

♦ Global Search Results – Display tags assigned to policies / quotes.

♦ Pending Cancellations – Grid Actions – Change Description.

♦ Batch Action – Add to Journal.

♦ Finance Agreements – Total Amounts.

♦ Quotes List – Added new column and filter for Quote Source.

♦ Cancelled Policies List – Added new column Parent Carrier.

♦ Agency Locations – Added new column and search filter for contact person.

Here is a video recapping today’s update:

– NowCerts