by Phil Price | Oct 24, 2022
How to setup and use the consent fee form in JeneisNow. JenesisNow – Fee Consent Form Start by going to the left sidebar, hovering over Agency (AGY), and selecting All Locations. Once in Agency Locations, choose your location. (You should do this for every...
by Phil Price | Oct 17, 2022
How to create a sales pipeline in JeneisNow. JenesisNow – Adding A Sales Pipeline First, you’ll want to set up a series of Dashboard cards. To add a dashboard card, click the plus sign. Different options will open in a pop-up window, but we will select Client....
by Phil Price | Oct 7, 2022
How to use a spell checker when writing an email in JenesisClassic. JenesisClassic- Spell Checker Your email now has a spell checker. A red line will appear under the word if you misspell a word while writing an email. To fix the misspelled word, right-click it and...
by Jenesis Software | Sep 9, 2022
How to add a receipt to a customer’s file in your JeneisNow system. JenesisNow- Receipting You can do this from either Receipts or Policies. For this example, we’re using Policies. Scroll down to Policies and select a policy. In Policy View, notice Receipts to...
by Phil Price | Aug 23, 2022
How to set up your client portal in JenesisNow. JenesisNow – Setting Up the Client Portal Following the setup of your client portal, you’ll start by going to the left sidebar, hovering over Agency (AGY), and selecting All Locations. Now choose your location....
