Momentum Release Notes
Here is the list of changes included in today’s release:
- Certificate Holders – Details Page.
- Quote Applications – Main List.
- Tasks – Ability to see all tasks in the details pages of insureds, prospects, policies, quotes even if the Agent or CSR has a View Only Assigned restriction for the global tasks list.
- Tasks Search Filter – have predefined time intervals for Due Date and Last Change Date.
- Tasks – Search Configurator – Ability to select time intervals for Due Date and Last Change Date.
- Insureds / Prospects Details – Ability to change Active Status from the “dot” indicator.
- Policy Specific Lists – navigate to the new policy details page after clicking on the policy number.
- Policy / Quotes Details – Display counter for Files tab.
- Insured / Prospect – Information Tab – Only policies with expiration date in the future are shown.
- Principal List – add a new column DL Number (use configurator to adjust preferences)
- Quotes List – added filter by Insured.
- Popular Tags Page.
- Tag Details – ability to check applied history also by Certificate Holder.
Have a great day!