by Jenesis Software | Apr 17, 2023 | JenesisNow, What's New In Jenesis?
We have added the location logo to the top right when printing a letter from the email or text client screen. Added policy types for Commercial and Excess Flood policies. Added a field for Preferred Name to People information, visible at the Client level. We...
by Jenesis Software | Apr 10, 2023 | JenesisClassic, What's New In Jenesis?
Added notes to the J-Dex printed list. We have added 10,000 to the Med Pay drop down for General Liability policies. Templates are no longer using the Insured Name in the Subject but now will use the subject entered on the template form. This subject field has been...
by Jenesis Software | Apr 10, 2023 | Agency Advantage, What's New In Jenesis?
Added buttons to follow-up forms to allow for direct navigation to the related customer screen. Added right-click copy options for phone numbers and policies on the customer preview form. Added ability for admins to modify receipt dates and automatically create a...
by Jenesis Software | Nov 21, 2022 | Agency Advantage, What's New In Jenesis?
Admins are now able to view and restore deleted images and documents: https://youtu.be/n1zYIQdpKNk Added a Referred By dropdown field that allows users to select a customer referral from a list of all existing customers: https://youtu.be/gxFdmgrXEzo The policy...
by Jenesis Software | Nov 21, 2022 | JenesisClassic, What's New In Jenesis?
We have added the ability to add multiple quotes at the same time in quote control as well as bridge to multiple company sites at the same time. Added spellchecker for Jenesis email interface: https://youtu.be/RuJX0BdZPYw Made a few changes to improve the Acord 35,...
