Today we have a release with some new features and additions for Momentum. Here is the list of changes included today.
-In-place edit option added to:
Finance Company details page
Other contacts details page:
-On-page edit option added to the follow Insured items:
-Mass Action tool for send certificates Improvements:
Added download/send options: Allows you to include the description of operations or Acord 101 when sending/downloading the certificate.
Added search filter and column for Master Certificate: You can select a specific master certificate.
Mass action within Send certificates: Batch Change Visible and also normal change visible grid action.
Mass action within Send certificates: Added new columns and filters.
Interactive Reports: Retention Ratio by Parent Carrier added for public preview.
Opportunity List: Ability to search by intervals for Commission and Cost.
Properties: Added batch action Change Property Use.
Policy List after Agency Overview redirect: Added all available policy Batch Actions.
Renewal Center - Added new search filters for Premium and Renewal Premium.
Referral Source Main List: Added new columns website, identifier, email, and category.
Agent Details Subline: Added NPN Number and License Expiration Date.