How can I create a Suspense from my Notes?

Jenesis Agency Management System is designed to help you organize you task items through our handy Suspense Feature. You can also create Suspenses when you enter notes. Check out the video to learn more.

Step 1:  Open the Client or Policy you need to make a note on
Step 2:  Hit Enter Notes
Step 3:  Type your Note and select Close and Suspense
Step 4:  Complete your Suspense and hit Close

View Video Here

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