by Jenesis Software | Jul 17, 2023 | blog, JenesisNow, What's New In Jenesis?
JenesisNow Added a “Close” button to the Acord Forms page so that the user doesn’t need to scroll back to the top. Added Client’s Producer as a field for the Client Detail and Client Profiles reports. Added user signature (if created) to...
by Jenesis Software | Jun 21, 2023 | blog, Features, What's New In Jenesis?
JenesisNow Added a CSV and Print option for Suspense List. Updated Invoices to allow editing of invoice line items. The Policy Version list will now more accurately reflect how a change was made – by the user or by the system.. We have improved the way receipts...
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...