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Momentum AMS - Release Notes - 11/14/2024

Momentum AMS - Release Notes - 11/14/2024
Momentum AMS - Release Notes - 11/14/2024
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Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today.

 

New Features

  • Custom Type for Service Requests: Added a new, customizable field, "Custom Type" for all service request types.
  • Copy to User Configuration Defaults: Added "Copy to User" functionality for Dashboard, Label Dictionary, Global Search, Interactive Reports, and Navigation Palette settings.

Feature Improvements

  • Insured Items: Enhanced "Commercial Umbrella" sections with Insert, Edit, and Details tabs.
  • Agent Charges:
    • Added the ability to link agent charges directly to commission statements.
    • Introduced batch actions for managing agent charges, including "Add Payment," "Link to Statement," and "Mark as Fully Collected."
  • Service Requests: New batch action to update "Custom Type" across multiple requests.
  • Agency Details: Consolidated view of all agent charges, accessible from a single location.
  • Data Quality Tools: Added functionality to identify records with invalid email formats.
  • Policy / Quote List:
    • Added a "Coverages" column and filter for improved sorting and visibility.
    • Introduced a new column for "Agency Fees."
  • Agent Details: User logs now include a link to the global user log list for expanded access.
  • Display Improvements: Removed cents from total displays in overview and trend sections for a cleaner look.

Interactive Reports

  • Agency Commission Statements Reports: A new grid action for Agency Commission Statement-based reports was added.
  • Agency Commissions Unearned: Introduced a new report for unearned agency commissions.

 

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