JenesisNow September Product Update

Cool features 

• Added a filter for rewritten policies on the Policy Detail and Client & Policy detail reports.  https://youtu.be/o1ivJYo7wXQ
• The client screen will now support up to three producers.  https://youtu.be/8GUMY4dmSoY
• We have added a Book of Business report summary by line of business and by carrier.  https://youtu.be/csPc0kOpEZw  
• We have added the end date and time for a calendar event on the calendar dashboard card.  https://youtu.be/grgyLKgrNfY
• We have added a feature to allow the user to print an InstaCheck to enable a customer to pay by check over the phone.  https://youtu.be/fibRYnK4KDc

All other features

• The Quickbooks export will now use the business name or the DBA when there is one for the client names from receipts.
• Updated the interface for Marketing Options on People to make it easier to use and more clear.
• We have moved the invoice note from the same line as the amount under the amount line on a print out.
• We have added the Acord 137 for Oregon.
• Added Client Name and Policy Number filters to the Accounting Transactions report.
• We have added the option to include [Today’s Date] when creating templates for email, text, and printing a letter to a customer.
• We have added the Acord 51 for Florida to the JenesisNow Acord Library. This is the business auto vehicle ID card.
• The “Client has an Umbrella Policy” banner no longer displays unless the Personal Umbrella is active or pending cancel.
• We have added a print button on the client text history screen for text messages.
• We have changed the way notes added to a master note will now show on the client and policy card. Now, if a user adds a note to a master note, that newly added note will show in the card for the date it was added.
• Added Hardi Plank, Smart Board, and Brick Veneer to siding type for Homeowners and Windstorm policies.
• Added the ACORD 410 Farm and Ranch Application as a partial fill.
• Added Occupation, Relationship and Business Type to the Client and Policy Detail Report, Client Detail Report and the Policy Detail Report.
• We have added a BCC option when sending emails from the client profile or policy screen.
• A system note will now be made when an address is changed by a download. 
• We have removed the DBA checkbox from the client profile screen and have added a new DBA field.
• Added Policy Effective Date to the Company Downloads screen under Policy Information along with the other policy info like NAIC, Agency Code, etc.