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!

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!

We have added a Rewrite checkbox to the policy screen. We have also added a Rewrite commission option to user setup. This will change the way commission is calculated if the user is setup with a different commission amount for rewrites vs new and renewal.

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