Added Ability to view Client’s information within the policy within JenesisNow
JenesisNow- Added Ability to view Clients Information within a policy
We have made an update to make it easier to pull up your clients’ information within the policy.
On the Client View page, it is easy to view the client’s information, but if you were on the client’s policy, there wasn’t an easy way to see it. Now on the Policy screen, there is a red question mark next to the client’s name; if you hover over it, it will state, “Click on the Client Name to View Info.” Therefore, clicking on the client’s name will bring a pop-up window with all of your client’s information.
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