Today we have a release with some new features and additions for Momentum.
Here is the list of changes included today:
- Service Requests – Main List.
- Service Requests – Batch Actions – Change Status and Change Due Date.
- Agency Overview – Public Preview.
- Insureds / Prospects Details – Service Requests Tab.
- Insureds / Prospects Details – Show indications for Tasks / Service Requests.
- Insureds / Prospects / Policies / Quotes List – Ability to search for [Not Assigned] Referral Source.
- Insureds / Prospects List – ability to select Referral Source column.
- Certificate Holders – additional tabs to details page – Vehicles, Properties, Equipment, Worker’s Compensations, Certificates.
- Pdf Forms – Copy – When performed under Policy Details – now we also attach the policy to the copied version.
- Linked Insured Policies – ability to see the Insured in the grid.
- Tasks List and Details – Due Date – change color based on the current date.
With questions or concerns, please contact our support team at firstname.lastname@example.org
Have a great day!