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Author: Kaylee Spangler

NEW Improved Client Merge feature in JenesisNow!

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

When merging a client, you will now be able to see the address, business name, and people tags for the client you are merging from. This will help identify which client you are merging from if there are more than one with the same name.

 

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

Posted in AgencyAdvantageClassic, Front Page, JenesisNow

NEW Ability to Link Clients in JenesisNow!

Posted on November 7, 2023November 20, 2023 by Kaylee Spangler

https://www.youtube.com/watch?v=KzbBFbjsj5o

Added the ability to link Clients in JenesisNow, creating a quick reference between related clients.

 

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

Posted in AgencyAdvantageClassic, Front Page, JenesisNow

NEW Updated Invoice in Jenesis Classic!

Posted on November 3, 2023November 1, 2023 by Kaylee Spangler

We have increased the Note field on the invoice screen to allow more characters. In the past, the limit here was 255 characters and now there is no limit. Users are also now able to format the Note content using formatting like bold, underline, colors, etc.

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

Posted in Front Page

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