Auto Save Sort by Selection on the Policy List within JenesisNow
JenesisNow- Auto Save Sort by Selection on the Client Screen
We have updated the client view screen, allowing you to see the client’s policies on file with your agency. In the Policies card, you may sort by Policy Type, Status, Company, Effective Date, Expiration Date, and Policy by simply clicking the header you want to sort by and then deciding if you would like it to sort in ascending or descending order. Once you choose how to sort your policies, it will auto-save your preference and save this to all of your clients’ profiles as well.
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