How do I set up Text Messaging and Emailing in Jenesis

Jenesis lets you text message and email customers directly from their profile.  But you need to do a few key things first to make sure it works.

Step 1:  Utilities and User Setup (Ctrl-U) – Once you access User Setup choose the profile you wish to configure for this feature.

Step 2:  Find the Email Configuration Section

Step 3:  Enter the Email address, the username and the password

Step 4:  Agency Setup (Ctrl-A) –  Find the Preferences tab

Step 5:  Fill in the SMTP section (this is the outgoing mail settings for your Internet Provider,It can be located with a simple Google search for outgoing mail servers or by calling your provider)

Step 6:  Make sure the SSL section is blank


Once you complete these steps you should be able to email and text message from Jenesis.

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