Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today:
- Navigation Palette + Configurator.
- Interactive Reports - Agent Commissions By *
- Carrier
- MGA
- Referral Source
- Interactive Reports - Opportunities By Stale Days - Display Commission and Cost for each group.
- Insured Items - Business Auto - Insert / Edit.
- Policies / Quotes - new columns and filters - Blanket AI & Blanket WS.
- Service Requests - Added new search filter for Stage.
- Drivers - Grid Actions - View Violations.
- Vehicles - Batch Actions - Change Use & Change Purchased Date.
- Insureds / Prospects Details - Ability to see Agency Custom Fields.
- Hot key combinations now work also in legacy system context.
- Popular Tags - Added new tabs for Certificate Holders, Claims & Opportunities.
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20 сен 2024