The new Activity Logs feature gives your agency full visibility into record updates. Easily see who made changes, when they were made, and what values were updated—all from one tab inside Momentum AMS.
Where to Find Activity Logs
Go to any Insured Profile.
Look for the new Logs (Beta) tab next to Notes.
Click to view a detailed log of updates, tasks, and changes.
Event Details View
When you click into an event, you’ll see:
Event Type (Task Update, Policy Update, etc.)
Date/Time of the change
Description of what was updated
Property Changes showing:
Property name
Before value
After value
This makes it easy to track exactly what changed and confirm accuracy.
Display Settings
To simplify your view, you can toggle between:
Show all properties
Show only changed properties
This filter keeps the logs easy to read while still providing complete visibility when needed.
Why Activity Logs Matter
Accountability → Know exactly who updated records and when.
Accuracy → Track before/after values to ensure changes are correct.
Efficiency → No more digging through notes or guessing—logs provide instant clarity.
Audit-Ready → Perfect for compliance and internal reviews.
✅ Summary
The Activity Logs (Beta) feature is a game-changer for visibility in Momentum AMS. With before-and-after tracking, filters for changed properties, and upcoming enhancements, your agency will have complete transparency into every record update.
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