Cloning Users

In User Setup, we have added a button in the bottom right portion of the screen called Clone User Setting. When you click this button while viewing a specific user’s profile, you will be asked the name of the new user you would like to add with the same settings and permissions as the user you are cloing. You will enter the first and last name and new user will be created with the same settings and permissions. All you will need to do is add the personal information like DOB, address, etc.

 

Batch Scanning in Jenesis

Jenesis Insurance Agency Management System allows you to easily scan in multiple documents for a variety of customers at once and transfer those images to the appropriate client or policy through our Transfer Images feature.