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.