Cool features
- Users are now able to use an existing email/letter/text template into any email campaign. https://youtu.be/6KLT_pSDo6Y
- When adding a new client into JenesisNow, if there is already another client with the same email address, the user will be notified and will have the option to continue adding a second client with the same email address or cancel and use the existing profile. https://youtu.be/sIjeghutfAQ
- Added a way not to include all people in the people card on the client view. https://youtu.be/UmEAjbVO4r0
- You are now able to change the setting for your Pending Renewal dashboard card to include any combination of policy status and not just active or pending renewal. https://youtu.be/QlWjSioAQ8U
- We have added No Flood Policy to the email and text marketing campaigns. https://youtu.be/6ccaGLHLt2o
- Agencies are now able to restrict user access by IP address. This is useful for agencies who only want users to access the system from the office or any known location. https://youtu.be/HQNGOdelfPE
All other features
- We have made the following changes to receipts:
*ACH/EFT to Agency added as a payment method
*Electronic added to paid how
*Amount Tendered changed to Amount Received - Added a field to the policy screen for Agency Fees.
- You now have the ability to add images to the email and text templates.
- When choosing a custom date range for reports, if the report is saved, the custom date range, for example Last 7 Days, will be remembered when the report is recalled in the future and the from and to dates will be adjusted accordingly.
- We have added First Name and Last Name to the Book of Business report.
- Text messages now attach to all clients with the same phone number rather than just the first client found with that phone number.
- We have added the ability for a user to set their status so other users will be able to see on the User Dashboard Card if someone is active, in a meeting, away, etc.
- We have added the option for the user to hide a download file for 7 days and then it will automatically reappear. This will be useful for things like an Edoc or Message file when the policy download has not yet been received.
- We have added Action Over Exclusion as a coverage option for commercial policies.