JenesisNow June Product Update

By / / blog, Features, JenesisNow, What's New In Jenesis?

Cool features 

  • Now able to use Zapier to import data into JenesisNow from other software.
  • We have added a button to copy Companies from one location to others. Watch here
  • We have updated the Policy Dashboard cards to include more consistent filtering options and added a Premium and Total Premium display. Watch here
  • Users can now delete Payment/Fee types in location setting and they will not show as options on receipts. Watch here

All other features

  • We have added Policy Type and New/Renewal to the Payment Detail report.
  • We have updated the Suspense filters on the dashboard and the Suspense page allowing users to see suspenses for other users as long as they are related to a Client or Policy.
  • We have added Suffix to the Client cards on the dashboard page.
  • Added Portuguese as an option for Preferred Language on Client screen.
  • Updated the Acord 137 MT
  • We have added an additional Comment field on Invoices.
  • We have updated the Acord Form 90 North Carolina Personal Auto Application to the newest version
  • Updated the Acord 25
  • Updated the Acord 90 MA
  • On a Receipt, Amount Received will now auto calculate from the Amount Due field.
    We have changed the note made when sending an email so that they are not filtered out when Hide System Notes is selected and a User is attached to them instead of System.
  • When clicking on a text message from the dashboard, the text message will now open rather than just the client profile.
  • We have updated the TWAIN software used for scanning to remember defaults.
  • Updated the DL-123 and FS1 buttons to be available on Pending Renewal status Policies.
  • Updated the Acord 137 SC
  • Updated the Acord 138 SC
  • Updated the Acord 83
  • Updated the Acord 82
  • “We have updated the Endorsement page to show “”None”” instead of a blank space based on coverage selection.”
    We have added a note when updating a Person’s drivers licence information.
  • We have added Parent Company and Broker as fields on the Book of Business report.
  • We have added the 137IN Acord form.
  • We have added Emailing a Report to the Transaction Log.
    “replaced Message placeholder for feedback thumbs down with “”We’re sorry this didn’t hit the mark. Thanks for letting us know — what could we do better?”””
  • We have added Business Name and Invoice Numbers to the Accounts Receivable table to help find clients.
  • We have added mouse-over text to Certificate Holders on the Acord Forms page.