Today, we have a release with some new features and additions for Momentum. Here is the list of changes included:
- Interactive Reports - Service Requests By Agent.
- Interactive Reports - Leadership board as a standalone report.
- Interactive Reports - Agent Commissions By * - ability to display nested information per group.
- Insured Items - Personal Umbrella - Insert / Edit.
- Agency Details - Ability to see all sales goals for agents in a single place.
- Sales Goals - Ability to generate annual goals based on default monthly goals.
- Dashboard Widgets - Ability for agents to toggle between their own data and all information visible to them for certain widgets.
- Personal Insureds / Prospects - Insert - Duplication check added on last name field (similar to commercial name).
- Insured / Prospect Details - display agency location in the details subline.
- On-Page Edit - Display * indication for required fields like we have on normal insert / edit pages.
- Policies / Quotes - Batch Action - Set Alternative policy number based on the actual one.
- Endorsements - Fully Earned - Added new grid column and filter + batch action.
- Agent Details - User Logs Tab - useful for agents which have a user.
- Agency Overview - Agent Tab - Added grid action links to Commission Rules & Sales Goals.