How do I set up my client portal in JenesisNow?

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....

How do I Set Up Downloads for Addresses in JeneisNow?

Allowing Downloads to update Addresses. How to Set Up Downloads for Addresses in JeneisNow.  JenesisNow – Allowing Downloads to Update Addresses Begin by going to the left sidebar, hover over Agency, then selecting All Locations; enable the option to allow...

How do I set up a Suspense in JeneisNow?

How to set up a Suspense in JeneisNow.   JenesisNow – Suspenses First, go to the toolbar to the left of the screen, hover over suspense, and select New Suspense. A window will appear to fill out the fields. By checking Critical, it’ll make the suspense...