Clients

Go to the left-sided vertical toolbar, select Companies, and then All Companies to bring up the Companies screen. Before, the default for the Status column was All,

We have added a feature to help when clients have multiple addresses, so you can decide which address you would like to use for invoices and letter templates.

We have added additional filter options when creating single-run marketing campaigns. In JenesisNow, go to the left-sided vertical toolbar, select Agency, select All Locations, and select the desired agency.

To create goals for yourself or others in your agency, go to the left-hand vertical toolbar, click Tools, then click Goals, bringing up the Goals page.

A new feature allows you to edit an invoice before generating it. Go to a policy on the policy level, scroll down to the Invoices card, and then open the invoices by clicking on the symbol next to the plus sign.

We have now added the feature to send multiple media files to your client directly from the media screen. To accomplish this, go to the Client View screen, scroll down to the Media / Files card, and open the media files.

This video will show how to export your suspense list as a CSV file. To do this, go to the left-sided vertical toolbar, select Suspense, and then Suspense List, bringing up the Suspense screen.

As an agency owner or admin, have you ever wanted to see who in your agency is online? In JenesisNow, you can create a card to display who is online in your agency.

First, make sure you have a profile in Jenesis for your quote. If you don’t have a profile set up, go to the top blue ribbon menu, click the Client Quick Add button,

First, turn on the timeclock to make it active, and this is done by going to the left-sided vertical toolbar, clicking on Agency, then All Locations taking you to the Agency Locations page,