Momentum Update 08/20/2024
Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today:
Agency Overview - new tab for Lead Sources.
Interactive Reports - Service Requests By Stale Days.
Dashboard Widgets - for * by Stale Days reports.
Dashboard Grids - Ability to view ‘Recent Production’.
Policy / Quote Details - Header Subline - display Product Name.
Navigation Palette - Ctrl + M shortcut added.
Vehicles - Grid Actions - Add ‘View Drivers’.
Policy Details Page - Billing Overview - Quick Links to different endorsement item lists.
Policy Details Page - XML View option for policies coming from Carrier Downloads.
Global Search Results - display tags applied to Certificate Holders and the ability to apply directly.