Introducing the option to rename the Suspense box in JenesisClassic – one way Jenesis is making your life easier.
Jenesis insurance software for agents was thoughtfully designed to help insurance agents be more efficient, and this simple rename feature has been highly requested. We’re so happy to announce that this affordable insurance agency management system from jenesissoftware.com just got better!
This video tutorial teaches you how to rename the Suspense box title and make it easier for you to understand and use the JenesisClassic system.
JenesisClassic – Customize Suspense Box
In the center of your Jenesis Classic dashboard screen, the main box that houses your to-do list or action items is entitled Suspense.
These actions are pending, in process, need attention, or require your follow up today. However, if you weren’t trained using the term “suspense” for these items, this might be confusing.
You can now easily change the Suspense box title to any other term you like, making it easier for you to track and take action on your pending tasks.
Check out this other helpful Suspense tip in JenesisClassic: https://youtu.be/xf2OY7WJ6wU