by Jenesis Software | Sep 13, 2022 | blog, JenesisNow, What's New In Jenesis?
For Memorized Reports, Date Ranges now save as actual Date Ranges instead of “hard-coded” dates. To save actual dates instead of something like “Last Month,” just leave the Date Range dropdown set to the “(Custom)” value. Added...
by Jenesis Software | Aug 16, 2022 | blog, Features, What's New In Jenesis?
JenesisClassic Jenesis will now make a note when changing a policy status to quoted, quote pending, and quote declined. We updated Acord 140 to prefill Subject of Insurance, % Sprink, Central Station Checkbox. Can now delete signature in user setup. Both the first and...
by Jenesis Software | Jul 18, 2022 | blog, Features
JenesisNow Improved a better date of birth calendar to make it easier to enter a date of birth. We have added all policy types to the Acord 75 policy selection. We have added a Descriptions field to All Medicare Policies, All Life Policies, and All Health Policies....
by Jenesis Software | Jun 27, 2022 | blog, Features, What's New In Jenesis?
JenesisNow The login page has been adjusted to be more responsive to various screens with info at the top. Your 2FA method will now be remembered from your last log-in. One less click to get you where you are going! Custom Payment Types and Fees can now be manually...
by Jenesis Software | May 17, 2022 | blog, Features
JenesisNow Product Updates Now when you change the drivers license # or state for a client it will update the driver on the business auto policy. Also, if you update the driver on the business auto policy it will update the person on the client. Lienholders now...
