Hide the side cards for Actions, Receipts, and Invoices on the Client and Policy screens within JenesisNow
JenesisNow- Hide the side cards for Actions, Receipts, and Invoices on the Client and Policy Screen
Our recent update allows you to customize your client and policy screens by hiding the actions, receipts, and invoice cards.
To do this, go to your User Profile either through the left-side vertical toolbar by clicking on the Users Icon or go to the top blue ribbon menu, click on your email, and then click on the Profile button.
Once on the User Profile page, click the Preferences tab at the top left. The new card added was Side Card Preferences, and in this card, you can adjust what you would like to see on your Client and Policy screens by clicking on the On or Off buttons next to the cards you would like visible or not and then click the save button in the upper-right corner.
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