NowCerts Momentum – Release Notes
The conversion to Momentum continues.
Here is the list of changes included in this week’s Momentum update:
- Agency – Details Page.
- Service Requests – General – Details Page.
- Agency Overview – new tab – Tag.
- Opportunities – Batch Change Due Date.
- Principals – Batch Change Type.
- Insureds / Prospects Details – Invoices/Receipts – add filter by Agent.
- Insureds / Prospects List – added Customer ID to the available columns for the list.
- Policies / Quotes – List – display the first 10 characters of the description in the grid cell.
- Global Search – added Insured Contacts to the default selected types.
- States Selector – improvements for sorting and custom states.
Have a great day!