by Gopal D | Jul 15, 2023
Changes to the All Companies Screen within JenesisNow JenesisNow- Changes to the All Companies Screen 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,...
by Gopal D | Jul 12, 2023
Added ability to Choose an Address when Printing an Invoice or creating a letter template within JenesisNow JenesisNow- Added ability to Choose an Address when Printing an Invoice or creating a letter template. We have added a feature to help when clients have...
by Gopal D | Jul 12, 2023
Updated Single Run Marketing Campaign within JenesisNow JenesisNow- Updated Single Run Marketing Campaign We have added additional filter options when creating single-run marketing campaigns. In JenesisNow, go to the left-sided vertical toolbar, select Agency, select...
by Gopal D | Jun 15, 2023
Goal Tracker within JenesisNow JenesisNow- Goal Tracker 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. On the Goals page, click the plus sign to bring up the Goal...
by Gopal D | Jun 12, 2023
Updated Invoices to allow Editing of Invoice Line Items within JenesisNow JenesisNow- Updated Invoices to allow Editing of Invoice Line Items A new feature allows you to edit an invoice before generating it. Go to a policy on the policy level, scroll down to the...
