intelliflo office
This video walks you through how you can easily integrate Genovo with intelliflo office, the back office software from intelliflo. It will also show you how...
Wed, 19 May, 2021 at 1:09 PM
It’s really easy to integrate your intelliflo office and Genovo accounts. Requesting the app via the intelliflo store Just login to your intelliflo ...
Wed, 19 May, 2021 at 1:35 PM
A few of the fields in the Genovo Client library are not currently integrated. This could be for one of two reasons: 1) There is no corresponding field ...
Wed, 19 May, 2021 at 1:11 PM
The intelliflo API is not currently extensive enough to populate all of the Genovo plan-related fields. However, it does cover a significant number of the f...
Thu, 20 May, 2021 at 9:59 AM
The clients you pull across from intelliflo office will be stored in the Client Library within Genovo. If you’re subscribed to a multi-user Company Pla...
Wed, 19 May, 2021 at 1:36 PM
Having created an integrated client within Genovo, you can refresh / update the data contained in the integrated fields at any time. To refresh an integrate...
Thu, 16 Aug, 2018 at 12:17 PM
It is also possible to convert an existing non-integrated client that’s already saved within the Client Library into an integrated client. This has a number...
Wed, 19 May, 2021 at 1:20 PM
When building a report for an integrated client, you can pull details of their plans from intelliflo office into the following review sections: - Review...
Wed, 19 May, 2021 at 1:21 PM
Having added a plan for an integrated client within Genovo, you can really easily update the data contained in the integrated fields at any time, for exampl...
Tue, 16 Feb, 2021 at 2:48 PM
To convert an existing non-integrated plan into an integrated plan you will, in the first instance, need to ensure that the client to whom the plan belongs ...
Wed, 19 May, 2021 at 1:22 PM