Today we have a release with some new features and improvements for the NC Momentum modules.
Here is the list of changes included today:
- Certificate Holders – Ability to apply, manage and display Tags.
- Certificate Holders – Added filter by tag.
- Renewal Center – ability to see tags and modify tags in Batch actions mode.
- Renewal Center – ability to see the Agents/CSRs assigned to opportunities.
- Insured List – new columns made available for selection in the configurator – Create Date, Origin.
- Insured List – added new filter – Has Active Policy.
- Prospect List – added new possible columns – Create Date, Origin.
- Insureds / Prospects Details – added Create Date to the top information line after Origin.
- Insureds / Prospects Info Center – Added Create Date and Origin in the header.
- Rolodex List – added custom filter by parent contact name, phone, email (similar to old version).
- Automate365 Integration – Book of Business List – added new filter ‘Eligible for Export’.
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Have a great day!