Today, we have a release with some new features and additions for Momentum. Here is the list of changes included today:
New Features
- Data Quality Tools: Added ability to find records with incorrect phone numbers
Feature Improvements
- Agency Overview: Added 'View Trends' option to each category.
- Copy to User Configuration: Expanded functionality to include Grid Columns, Settings & Search from certain configurators.
- Agent Charges: Added Total Amounts feature to all Agent Charges pages.
- Policy / Quote List:
- Added ability to filter by Insured Tag [Not Assigned].
- Added on-page edit to 'Other Company' accounts.
- Insureds / Prospects: Added "Change Suspended Notifications" to Bulk Actions.
- Agency Commission Statements: Added "Generate commission for Referral Source" grid action.
- Contacts: Added "Industry" and "Occupations" as possible grid columns.
Interactive Reports
- Added General Liability Limits report.
- Added ability to create your own search filter templates for Insureds / Prospects / Policies / Quotes reports.
- Added "Has Payment" filter to Endorsement-related reports.