System Update Notes as of November 24, 2021

System Update 

We have a release with some new features and additions for Momentum.

Here is the list of changes included:


    • Lines of Business – Main List, Insert, Edit.
    • Opportunity Stages – Main List, Insert, Edit.
    • Quote Stages – Main List, Insert, Edit.
    • Note Types – Main List, Insert, Edit.
    • Prospect Statuses – Main List, Insert, Edit.
    • Referral Source Categories – Main List, Insert, Edit.
    • Description Templates – Main List.
    • Signatures – Main List.
    • Task Categories – Main List.
    • Task Groups – Main List.
    • Tag Categories – Main List.
    • Insureds, Prospects, Policies, Quotes – ability to search records specifically for the Default location.
    • Tags – ability to decide what search condition you want to be used (OR | AND).
    • Fix a problem when deleting some entities under specific conditions (Carrier, MGA, Referral Source).
    • Invoices/Receipts Tabs – added some missing grid options.
    • Linked Insureds List – the name is now a link to the details page and we display info center next to it.
    • Automate 365 Integration – only admin agents can perform batch actions.

Thank you for your support and have a great day!


– NowCerts