How to Setup Two-Way Text Integration within JenesisNow?

by | Mar 2, 2023

Setting up Two-Way Text Integration within JenesisNow JenesisNow- Two-Way Text Integration To set up two-way text integration, start inside a client profile with a mobile number associated with the account. Next, locate the green text/email button at the top of the...

How do I Integrate QuickBooks within JenesisNow?

by | Feb 28, 2023

Integrating QuickBooks within JenesisNow JenesisNow- QuickBooks Integration First, make sure your bank account is set up. To do this, go to the left side menu, hover over the dollar sign (accounting), and then click Bank Account, which will open the Bank Account page....

How do I Attach Media Files to Notes within JenesisNow?

by | Feb 7, 2023

Attaching Media Files to Notes within JenesisNow JenesisNow- Attaching Media Files to notes New improved notes in JenesisNow, will allow you to add a media file to the note. In the note section on the main page, click on an existing note, and notice the Add Media...