Version 23.12.0 is now available for download if you are on the desktop version of Jenesis. If you are hosted, and most of you are, you will be automatically updated over the next few weeks. Some of the features in this version include We have increased the Note field on the invoice screen to allow […]
You are now able to select all active users as the Receivers for a Suspense. Any questions? Email us at info@jenesissoftware.com!
Preferred Name is now searchable under advanced search in JenesisNow! Any questions? Email us at info@jenesissoftware.com!
We are so thankful to have customers like you, not just on Thanksgiving but every day. Happy Thanksgiving from our family to yours. Tech Support will be unavailable Thanksgiving Day and Friday. And have an extra slice of pie, you deserve it!
We have added a dashboard card for Goals. This will show only your goals that have not yet been completed. Any questions? Email us at info@jenesissoftware.com!
We have added the ability to not include the letterhead (location logo and address) on letters when printing. By default the letterhead option will be checked and included on printed letters. Your selection will also stay remembered. Any questions? Email us at info@jenesissoftware.com!
Jenesis Insurance Software for agents was thoughtfully designed to help insurance agents better serve clients while growing their agency. This video discusses what JenesisNow is and how it can help your agency. We’re so happy to announce that this affordable insurance agency management system from JenesisSoftware.com is constantly improving! Any questions? Email us at info@jenesissoftware.com!
We have added the option to show the producer commission at the policy level with the ability to edit if needed. Any questions? Email us at info@jenesissoftware.com!
We have added the ability to pin media files to the top of the media list. Any questions? Email us at info@jenesissoftware.com!
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!