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AgencyAdvantageClassic

NEW Unread Email Message Notifications in JenesisNow!

Posted on April 19, 2024 by Kaylee Spangler
Email Verification Noting

We have added notifications of how many unread messages to the email option on the left main right sidebar as well as a unread emails dashboard card in JenesisNow

Any questions? Email us at info@jenesissoftware.com!

Posted in AgencyAdvantageClassic, Front Page, JenesisNow

NEW Copy Function in Client Screen in JenesisNow!

Posted on April 18, 2024April 16, 2024 by Kaylee Spangler

We have added the ability to copy the insurance company name and policy number from the policy list without the user being taken into the policy. This also works for the people. In addition, we have reformatted the People card to make it easier to read.

 

Any questions? Email us at info@jenesissoftware.com!

Posted in AgencyAdvantageClassic, Front Page, JenesisNow

NEW Check Register Update in JenesisNow!

Posted on April 17, 2024April 15, 2024 by Kaylee Spangler

When importing a payment/receipt taken in JenesisNow, into the Check Register, the insured’s receipt number, name, and policy number, will also import into the transaction for all the insureds who are a part of that transaction.

 

Any questions? Email us at info@jenesissoftware.com!

 

Posted in AgencyAdvantageClassic, Front Page, JenesisNow

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