JenesisNow
- Added a “Close” button to the Acord Forms page so that the user doesn’t need to scroll back to the top.
- Added Client’s Producer as a field for the Client Detail and Client Profiles reports.
- Added user signature (if created) to FS-1 and DL123 forms on Personal Auto Policy.
- Added a column to show the number of users on the All Agency Accounts page.
- We have added policy type and policy status to the single run marketing campaign.
- Added Acord Form 152 prefill data for Commercial Inland Marine policies.
- Options under tools are now in alphabetical order.
- Improved the Inbound Texts dashboard card to allow clicking on the entire row to go to the client page.
- The Acord 25 Certificate of insurance will not show quotes or pending quotes as options to choose for a policy to include on a certificate any longer.
- Added acord 90AZ.
- Transaction Type & Commission Amount will now show for each record when you view a Commission file on the Downloads screen.
- We have changed the all clients page to show the Location Identifier rather than the Location Name.
- Missing fields are on the acord form 140
- Added the ability to choose an Address when printing an Invoice or a Letter.
- Added Personal Liabillity policy type.
- Added reports for Accounting Transactions.
- Added an option to delete Custom Policy types.
- Delete input on all footer of modals will now show a calendar pop-up
- The All Companies list will now remember your last Status filter selection.
- We have added Garage and Dealers Acord Forms.