October product update graphic

  • Increase the size of the Business Name field in Quote Control to 200 characters to match the Business Name field in the client profile.
  • When you add an attachment to email from Jenesis you can now click the attachment to view it while composing the email.
  • Updated Acord 90 LA version to 2023/10
  • Updated Acord 61 ID version to 2023/08
  • Updated Acord 290 ID version to 2023/09
  • Updated Acord 137 ID version to 2023/09
  • Updated Acord 90 ID version to 2023/09
  • Quote follow up emails nor texts will be sent if the quote status is Pending Quote.
  • Removed email address(es) and phone/cell numbers if opting out is selected.
  • When selecting an image from the list, the description will display at the bottom of the image list. This will be helpful when the description is too long to show in the list.