Momentum Release Notes 

• 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!