What is the new Default for Deleted Vehicles within JenesisNow?

New Default for Deleted Vehicles within JenesisNow

JenesisNow- Deleted Vehicles default to the bottom

We updated the Personal Auto Policy Screen, specifically the Vehicles section.

To remove a vehicle a client no longer owns, go to the Vehicles section in the Personal Auto Policy screen and click on the vehicle. This will bring up the vehicle’s information screen. In this screen, go to the bottom of the page, and in the section next to the Delete Vehicle, put the date when the client no longer possessed the vehicle and click the Delete Vehicle.

Back on the Personal Auto Policy screen in the Vehicles section, the vehicle deleted will appear in red and be moved to the bottom of the list automatically.

Please click here if this helped you.
0 people found this helpful.


Category: Clients

← Faqs