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NEW Side Card Feature on Client and Policy Screens!

Posted on May 9, 2023May 8, 2023 by Kaylee Spangler

The user now has the option to hide the side cards for Actions, Receipts and Invoices on the Client and Policy screens and can be easliy changed in the user’s profile. This feature will make navigating on those screens easier by removing the cards they do not use.

 

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

Posted in AgencyAdvantageClassic, Front Page, JenesisNow

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