Added the form Louisiana Personal Auto Application 2023 ACORD 090 LA (2023/10) (Replaces 2015/12) Added the form Idaho Personal Auto Application 2023 ACORD 090 ID (2023/09) (Replaces 2019/01) Increased fields widths on the search results screen. Added vehicle usage,...
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 the...
Added buttons to follow-up forms to allow for direct navigation to the related customer screen. Added right-click copy options for phone numbers and policies on the customer preview form. Added ability for admins to modify receipt dates and automatically create a...
Admins are now able to view and restore deleted images and documents: https://youtu.be/n1zYIQdpKNk Added a Referred By dropdown field that allows users to select a customer referral from a list of all existing customers: https://youtu.be/gxFdmgrXEzo The policy...