by Eddie Price | Dec 29, 2016 | Features
We have added the ability to filter Suspenses on the Jenesis Main Screen by user and by suspense due date and completed status.
by Eddie Price | Dec 29, 2016 | Features
We have added a search option to find reports by a partial name search. This is located on the Product Reports screen.
by Eddie Price | Dec 29, 2016 | Features
We have added the ability to export Invoices from Jenesis into QuickBooks. With the click of a few buttons, you are able to transfer invoices directly to QuickBooks without the need to export and import manually.
by Eddie Price | Dec 17, 2016 | Features
Jenesis Insurance Agency Management Systems has added the ability in Agency Setup on the the Quote Control tab if you click the Edit Letter button, to mail merge the Number of Payments, Total Premium and Down Payment. This will show when clicking the Print Letter...
