by Gopal D | Dec 15, 2022
How to store multiple rates using quote control in JenesisClassic? JenesisClassic- Storing multiple rates in Quote Control The feature allows you to store more than one rate at the same time. By hitting Shift on your keyboard, you can select multiple lines at once....
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 Phil Price | Aug 8, 2022
How to delete and recover images in JenesisClassic. JenesisClassic Deleting or Restoring Images To begin, pick a client’s name to access that person’s profile. In the client profile, at the bottom of the page, look for the tab titled Client Images, and click it. Then,...
by Phil Price | Apr 8, 2022
Bridging to a Company from Quote Control in JenesisClassic JenesisClassic -Bridging to Company How to bridge to a company from quote control in JenesisClassic. Under Pending Quote, select the customer to make Quote Control appear. To see all stored rates from various...
by Phil Price | Feb 10, 2022
How to set up your client portal for your team members as well as your insured in JenesisClassic. JenesisClassic- Setting up the Client Portal How to set up your client portal for your team members as well as your insured in JenesisClassic. 3 things covered in this...
