by Gopal D | Jun 12, 2023
Added Automation to Enhance Your Workflow when Emailing Media Files within JenesisNow JenesisNow- Added Automation to Enhance Your Workflow when Emailing Media Files We have now added the feature to send multiple media files to your client directly from the media...
by Gopal D | Jun 11, 2023
Added CSV and Print option for Suspense List within JenesisNow JenesisNow- How to export Suspense List to a CSV file This video will show how to export your suspense list as a CSV file. To do this, go to the left-sided vertical toolbar, select Suspense, and then...
by Gopal D | Jun 11, 2023
Dashboard Card to show Online Users within JenesisNow JenesisNow- Dashboard Card to show Online Users As an agency owner or admin, have you ever wanted to see who in your agency is online? In JenesisNow, you can create a card to display who is online in your agency....
by Phil Price | Jun 6, 2023
Policy Tags within JenesisNow JenesisNow- Policy Tags In this video, we will demonstrate the function of policy tags, which will help differentiate between multiple policies a client might have in the system. First, go into a policy, scroll down to the Policy Tags...
