Momentum Update 09/04/2024
Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today:
Intake Form - Quick Auto Policy Form.
Interactive Reports Favorites - display the total number of available reports for the category. (if all reports in the given group are from the same category)
Ability to search for Origin [Not Assigned] - Insureds, Prospects.
Batch Action - Ability to change Origin from [Not Assigned].
Batch Action - Insured NC Roam Access.
Insureds / Prospects - Details Subline - display CSRs.
Hot Keys Reference - 'home' redirects to Dashboard Light.
Renewal Center - Compare icon option for Renewal Policy / Renewal Quote.
Endorsements List - New column and filter for CSRs.
Navigation Palette - Add ‘Dashboard Light’ and ‘Interactive Reports List’ as possible links.
Claims - Ability to search for Carrier [Not Assigned]