by Jenesis Software | Sep 11, 2023 | blog, JenesisNow, What's New In Jenesis?
Changed the buttons on adding a note and viewing a note to have a standard project color scheme. Reduced the suspense saved message from 5 seconds to .5 second. Realigned “add to note” from the note card. Removed the periods from the verbiage on the...
by Jenesis Software | Aug 10, 2023 | Agency Advantage, blog, General, JenesisClassic, JenesisNow, What's New In Jenesis?
JenesisNow Updates Added Person’s relationship to Client Detail report. Relationships can be added or removed through filtering the Relationship options on the Client Detail report. When doing a new suspense, the person will now default to the first person in...
by Jenesis Software | Jul 17, 2023 | blog, JenesisNow, What's New In Jenesis?
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...
by Jenesis Software | Jun 21, 2023 | blog, Features, What's New In Jenesis?
JenesisNow Added a CSV and Print option for Suspense List. Updated Invoices to allow editing of invoice line items. The Policy Version list will now more accurately reflect how a change was made – by the user or by the system.. We have improved the way receipts...
by Jenesis Software | Apr 17, 2023 | JenesisNow, What's New In Jenesis?
We have added the location logo to the top right when printing a letter from the email or text client screen. Added policy types for Commercial and Excess Flood policies. Added a field for Preferred Name to People information, visible at the Client level. We...
