The navigation menu is your central hub in Momentum, providing access to all its features. This collapsible and customizable menu allows you to streamline your workspace and quickly find the tools you need.
- The navigation toggle at the top (≡) minimizes and expands the menu.
- Click the plus sign (+) to add an item.
- Navigation Palette (icon): Create a personalized quick-access menu with your frequently used NowCerts items, reports, pages, and even external links. See the full article below for details on this powerful feature.
- The search bar in the main menu is global and may return many results. To narrow your search, select a specific section below (e.g., Insureds) and search there.
- Some menu items display a number to indicate a required action or recent change.
- Customize your menu: Add or remove items by navigating to Agency Profile > Configure > Dashboard and Main Menu Permissions (for agency-level changes) or by clicking your profile icon, then the edit icon, and selecting "Dashboard and Main Menu Permissions" (for individual agent changes).
