Difference between revisions of "Main Menu and Tab Navigation"

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[[Category:Training Guides]]
 
[[Category:Training Guides]]
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 +
<tr>
 +
    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Newton Interface Overview]] Newton User Guide: [[Newton User Guide#Newton Interface Overview|Newton Interface Overview]]</td>
 +
</tr>
 +
<tr>
 +
    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|March 2017]]</td>
 +
</tr>
 +
<tr>
 +
    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Main_Menu_and_Tab_Navigation&oldid=4145 Click Here]</td>
 +
</tr>
 +
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
     <td>Related Pages</td>
 
     <td>Related Pages</td>
 
</tr>
 
</tr>
−
 
 
<tr>  
 
<tr>  
 
<td>
 
<td>
 
<ul>
 
<ul>
−
<li>[[Training 1: Newton Interface Overview]]</li>
+
<li>[[Log in to Newton by Agency Systems]]</li>
−
<li>[[Training 2: Setting Up Your Agency]]</li>
 
−
<li>[[Training 3: Entering Policy Information]]</li>
 
−
<li>[[Training 4: ACORD Forms]]</li>
 
−
<li>[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]</li>
 
−
<li>[[Training 6: Accounting]]</li>
 
−
<li>[[Training 7: Management]]</li>
 
 
</ul>
 
</ul>
 
</td>
 
</td>
 
</tr>
 
</tr>
−
 
 
<tr style="background-color: #d3d3d3; text-align: center; ">
 
<tr style="background-color: #d3d3d3; text-align: center; ">
 
     <td>Related Categories</td>
 
     <td>Related Categories</td>
 
</tr>
 
</tr>
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<tr>
 
<tr>
 
<td>
 
<td>
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'''[http://mynewtoncampus.com/getting-started/ Visit: My Newton Campus - Getting Started]'''
+
This page provides an overview of the navigation for Newton by Agency Systems.
−
{{#ev:youtube|txeKbMItUNg|300|right|Part 1: Dashboard}}
 
−
{{#ev:youtube|uCwa0c_28B8|300|right|Part 2: Client Tabs}}
 
−
== Login ==
 
−
=== Security ===
 
−
To begin using Newton, double-click the Newton icon on the desktop. You will login using your initials and a password. This is for three purposes:
 
−
*[[Security System|Security]] controls who has access to things like accounting data and management reports.
 
−
*The Activity log will date- and time-stamp each action by the user, making it easy to see who did what, when.
 
−
*And this allows setting up your personal profile in Newton for your Dashboard, e-mail, contact information, and adding your signature electronically to Acord forms.
 
  
−
=== Test login ===
+
The [[#Main Menu|Main Menu]], [[#User Dashboard Tab|User Dashboard Tab]], [[#Client Tab|Client Tab]], [[#Policy Dashboard|Policy Dashboard]], [[#Policy & Billing|Policy & Billing]], [[#Company Tab|Company Tab]], [[#Vendor Tab|Vendor Tab]], and [[#Management Tab|Management Tab]] are the primary interfaces and dashboards within Newton.
−
During training, we will create a login for each user in your agency. To get started you can use the test login of Agency '''99''', operator '''DCS''', and password '''EMPYRE'''. It’s case-sensitive so make sure to check caps lock.
 
  
−
[[File:training1-login.png]]
+
== Before you begin ==
 +
You must first log in to Newton by Agency Systems.  
  
−
== Navigation ==
+
[[File:Ic_info_black_24dp.png]] See: [[Log in to Newton by Agency Systems]] for more information.  
−
The [[#Dashboard Tab (User)|User Dashboard]], [[#Client Tab|Client Tab]], [[#Company Tab|Company Tab]], [[#Vendor Tab|Vendor Tab]], [[#Management Tab|Management Tab]] and [[Policy Express]] provide the foundation for an intuitive, consistent, flexible, powerful, and easy-to-use insurance automation management system.  
 
  
−
[[File:Clientexplorer-toptabs.png]]
+
== Main Menu ==
 +
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 +
<tr>
 +
    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Updating from a prior version of Newton?</td>
 +
</tr>
 +
<tr>
 +
    <td>See [[Media:Newton Main Menu - Quick Start Guide.pdf|Newton Main Menu - Quick Start Guide.pdf]]</td>
 +
</tr>
 +
</table>
 +
Newton's main menu is always available above the primary tab and includes categories organized by agency functions.  The main menu also includes easy access to the user-defined favorites list and each of the powerful keyword search options, available with a single mouse click or a simple keyboard shortcut.
  
−
== Dashboard Tab (User) ==
+
[[File:Newton-mainmenu.png]]
−
See [[Dashboard Tab (User)]] for additional details.
 
  
−
The Newton Dashboard screen consolidates all of your active tasks in one location. This includes open follow-up items (Submissions and Diaries); active and expiring policies; active clients; as well as information on e-mails, activity, and attachments.
+
*'''Find Client:''' [[Client Keyword Search]] - Perform a search for a client. (F3)
 +
*'''Find Policy:''' [[Policy Keyword Search]] - Perform a search for a policy. (Shift + F3)
 +
*'''Find Insured:''' [[Named Insured Keyword Search]] - Perform a search for a named insured on an Agent. (Ctrl + F3).
  
−
:[[File:Userdashboard-favorites.png]]
+
Find Insured is only visible for General Agencies (GAs) or retail agencies with Broker Billed clients who have [[Preferences#Client_Dashboard_Bands|enabled the user preference]].
  
−
== Client Explorer ==
+
=== Report Shortcuts ===
−
=== Client Tab ===
+
The Client, Company, Producer, and Vendor menus contain report shortcuts that pre-fill filters providing faster access to common reports.  
−
After the Dashboard tab are four tabs for browsing clients. Having four client tabs allows you to work on multiple clients at once, so you can leave one client open to look up another without losing your place.
 
  
−
The client’s Basic tab shows:
+
[[File:Mainmenu-producer-invoicereg.png]]
−
*Address and phone information
 
−
*Default producer and CSR
 
−
*Contacts
 
−
*Client notes
 
−
*Open Diaries and Submissions
 
−
*Active policies
 
−
*Drivers, Vehicles, Equipment, & Properties
 
−
*E-mails
 
−
*Attachments, such as photographs and PDFs.
 
  
−
[[File:training1-basictab.png]]
 
  
−
=== Client Search by Keyword ===
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Selecting a report shortcut will display the full reports menu with the required menu items automatically selected. (Pictured below in red.)
−
{{#ev:youtube|3KBw08uBVu8|300|right|Client Keyword Search}}
 
  
−
Click the Search button to search for a client. Client search allows you to find clients by:
+
[[File:Invoicereg-producer-sumbyprem.png]]
−
*Name
 
−
*Address
 
−
*Phone number
 
−
*E-mail address
 
  
−
A drop-down box displays suggested matches as you type. You can exclude inactive clients. The search includes client contacts as well as drivers.
 
  
−
Client search can find partial matches, including incomplete telephone numbers. The last four digits of a phone number alone are almost always enough to narrow it to a single client.
+
Select the desired date range, optionally using the right-click shortcuts within each field to quickly jump to specific days, and run the report.  
  
−
Client search will locate common aliases, such as Bob or Robert, and abbreviations such as first or 1st.
+
[[File:Invoicereg-producer-sumbyprem-datepicker.png]]
  
−
[[File:Client-keyword.gif]]
 
  
−
=== Client Search by Policy ===
+
There are dozens of report shortcuts available for premium production reports, expiration lists, claims reports, client or company cash reports and more.
−
{{#ev:youtube|2SNA8JpjWsg|300|right|Enhanced Policy Keyword Search}}
 
−
You can also search for clients by policy number. Like the client search, the policy-number search displays possible matches while you type and can even locate partial policy numbers and close matches.
 
  
−
[[File:training1-polkeyword.png]]
+
=== Favorites ===
 +
The Favorites drop-down can be customized by the current user.  Favorites for common reports such as the balance sheet or income and expense can be selected, or other menu items such as reconcile receivables or payables.  
  
−
=== Create a Client ===
+
[[File:favorites.png]]
−
To enter a [[Client Profile|new client or prospect]] into Newton, you should always search existing clients first to avoid creating duplicates. Remember to include inactive clients.
 
−
Click New Client. Enter the client’s name and address. Enter the zip code and Newton will fill in the city and state.
 
  
−
Select commercial or personal lines. You can also select '''Broker-Billed''' type for outside agents who write through your agency. This does not restrict the type of policies and forms the client can have. It is strictly for your information. If you select commercial, “Home” and “Work” numbers change to “Phone” and “Fax.”
 
  
−
Specify the default producer and CSR for this client. It is important to specify the producer because when you add an invoice for this client, this is the default who will receive producer commission unless you change it on the invoice.
+
Select '''Favorites''' -> '''Edit List''' to choose the desired menu options.   Double-click on each menu to add it to the favorites list on the left.  Highlight a specific item and select Up or Down to update the order of the list.  When finished, select '''Save'''.
  
−
Click '''Save''' to record your changes.
+
[[File:favorites-edit.png]]
  
−
[[File:training1-createclient.png]]
+
== Tabs ==
 +
=== User Dashboard Tab===
 +
The dashboard tab consolidates all of your active tasks in one location. This includes open follow-up items (Submissions and Diaries), active and expiring policies, active clients, as well as information on e-mails, activity, and attachments.
  
−
==== Details Tab ====
+
[[File:Ic_info_black_24dp.png]] See [[User Dashboard Tab]] for additional details.
−
On the Details tab you can choose:
 
−
*Prospect or client
 
−
*Active status
 
−
*Website
 
−
*User defined fields
 
  
−
You can set up User defined fields under the Profiles menu, and use them later for reports.
+
=== Client Tab === 
 +
The client tab contains client [[Client Tab#Client Tab: Summary Panel|information such as contact numbers and client type]], and data tabs for different data types.  The client sub-tabs are [[Client Tab#Client Tab: Dashboard|Client Dashboard]], [[Client Tab#Client Tab: Accounting|Accounting]], [[Forms]], [[Client Tab: Download|Download]], History, and Invoices.
  
−
[[File:training1-createclient-details.png]]
+
[[File:Ic_info_black_24dp.png]] See [[Client Tab]] for more information.
  
−
==== Contacts Tab ====
+
=== Policy Dashboard ===
−
Select the Contacts tab and click '''Add''' to add a contact. You can set contact-specific phone and extension, and add an e-mail address. Remember that client search can be used with e-mail addresses, so this is useful for pulling up a contact when you receive an e-mail from them. Enter a contact’s date of birth to use for reports, such as birthday mailings and age-group-targeted marketing. Select '''Primary''' to mark this as the primary contact, or '''Accounting''' to mark them as the accounting contact. These two will appear first in the list of contacts on the client’s Basic tab.
+
The Policy Dashboard is the primary interface for [[:Category:Policy Tasks|Policy Tasks]] such as renewals, endorsements, and cancellations. There are multiple tabs for rich content such as [[Policy_Dashboard#Policy_Forms|ACORD Forms]], and company [[Policy_Dashboard#Policy Download|Download data]].  
  
−
[[File:training1-createclient-contact.png]]
+
[[Policy_Dashboard#Policy_Dashboard_Interface|The Policy Dashboard contains multiple expandable bands on each tab to organize content]] such as activity, emails, and attachments.
  
−
=== Client Maintenance ===
+
[[File:Ic_info_black_24dp.png]] See [[Policy Dashboard]] for more information.  
−
On the client’s Basic tab you can click '''Add Contact''' in the client-information bar on the left side to add a contact, or '''Edit''' to edit one. To edit the client’s information, click '''Edit Client'''.
 
  
−
To change a prospect to a client, for example, click '''Edit Client''', select the Details tab, and change '''Client Status''' from “Prospect” to “Client.” When a client is no longer active, edit the client, select the Details tab, and change '''Client is Active'''? to “No.” You should always mark old clients as inactive rather than deleting them, to retain accounting and other data.
+
=== Policy & Billing ===
 +
Policy & Billing is the primary interface used to create new policies and invoices in Newton.
  
−
[[File:training1-basictab-clientframe.png]]
+
[[File:Ic_info_black_24dp.png]] See [[Policy & Billing]] for more information.  
−
=== Basic Tab ===
 
−
When you search for and load a client, you will see the client’s Basic tab.
 
  
−
Open [[#Diaries|Diaries]], highlighted [[#Client Notes|client notes]], and [[#Active Policies|active policies]] will show up by default. All other information, including [[#Submissions|active Submissions]], is collapsed, or hidden, and you must click the plus-signs next to the respective bands to see the information. Hover over a diary or note to read more text.
+
=== Company Tab ===
−
Click any of the columns to sort the list—for example by class or date. Past-due items appear in red. Click the plus- or minus-signs to expand and collapse the sections or to see more information on a policy. You can right-click any band and '''Copy List''', then paste the information into a notepad or spreadsheet.
+
The company tab contains a top toolbar of global options, a profile drop-down box to change the selected company, and information such as contact numbers and company address.  
  
−
[[File:training1-basictab.png]]
+
[[File:Ic_info_black_24dp.png]] See [[Company Tab]] for more information.  
−
==== Client Notes ====
 
−
Client notes are used for permanent notes about a client. Highlighted client notes will show up by default. '''Click for more notes''' to see notes that aren’t highlighted.
 
  
−
Click '''Create Note''' to add a client note. You can choose whether to highlight your note. The text you enter is permanent, and can’t be changed once you save. You _can_ highlight and un-highlight it. Check '''Popup Notice''' only for showstopper items. It will pop up a window every time anyone loads the client.
+
=== Vendor Tab===
 +
The vendor tab has a [[Vendor_Tab#Vendor_Tab:_Dashboard|Vendor Dashboard Tab]], similar to the [[#Company Tab|Company Tab]], and an [[Vendor_Tab#Vendor_Tab:_Accounting|Vendor Accounting Tab]] which lists [[Voucher Transaction|Vouchers]], and vendor checks.  
  
−
Client notes aren’t indexed for searching, so they’re useful for things you would want to remember about a client but wouldn’t necessarily search for.
+
[[File:Ic_info_black_24dp.png]] See [[Vendor Tab]] for more information.  
  
−
[[File:training1-basictab-notes.png]]
+
===Management Tab===  
−
==== Diaries ====
+
The management tab provides several instant reports for agency managers, including a book of business that can easily be broken down by policy or line of business, and a bar graph of income and expense over time. The management tab is available only to operators with sufficient security to see the [[Report: Balance Sheet|Balance Sheet]].
−
Diaries, as discussed in the Dashboard overview, are simple follow-up or to-do items. Click a Diary to open it. Click in any of the fields to change or add information or modify the designee. When you update a Diary, don’t forget to update the suspense date to show it is up-to-date. You can also suspend items to future dates for later follow-up.
 
  
−
You can create a client Diary from the [[#Basic Tab|Basic tab.]] You can also create a Diary that is attached to a policy from [[#Policy Express|Policy Express]].
+
[[File:Ic_info_black_24dp.png]] See [[Management Tab]] for more information.
  
−
[[File:training1-basictab-diary.png]]
+
== Navigating tabs and sub-tabs ==
−
==== Activity ====
+
Multitasking between multiple clients, and multiple policies within each client has never been easier. Policies and client diaries automatically open as sub-tabs on a client.  
−
{{#ev:youtube|wIhsskzoYUU|300|right|Activity - Automatic and Permanent}}
 
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Activity shows recent activity on this client. You can hover or click on an item to read more information. You can right-click to choose whether to show only correspondence, notes, or all items. Click Activity Search to search all activity items for a word or phrase. Use the Activity search to easily find e-mails, attachments, updates to suspense items, and more.
 
  
−
Click '''Clear''' to clear the search filter.
+
[[File:Newton-clientdash-mutlitab-markup.png]]
  
−
[[File:training1-basictab-activity.png]]
 
  
−
==== Submissions ====
+
If a policy or diary is selected from the User Dashboard Tab, Management Tab, or Company Tab, Newton will automatically load the client tab first, then the selected item as a sub-tab.
−
Click the plus sign next to '''Active Submissions''' to see Submissions. Remember that unlike Diaries and policies, active Submissions do not display automatically when you load the client’s [[#Basic Tab|Basic tab]].
+
*Multiple policies or diaries can be opened on the same client. 
 +
*When a Client Tab is closed, all sub-tabs will be automatically closed.  
  
−
A Submission is a follow-up item that is attached to the task of marketing or writing a specific policy or quote. A Submission allows you to attach company-specific applications, loss runs, renewal apps, et cetera to a quote or policy. Comments you add to a submission are permanent, and cannot be changed or erased, and all changes to description, suspense dates, etc. are recorded in activity.
+
[[File:Subtabs-fromdashboard.gif]]
−
 
 
−
[[File:training1-basictab-submissions.png]]
 
−
 
 
−
We’ll look further into Submissions in later training sessions.
 
−
==== Active Policies ====
 
−
Next you can see Active Policies—any policy or quote with an expiration date of today, or future day is displayed. Quotes appear in green, cancelled policies still in force display in red. You can click a policy to open the [[#Policy Express|Policy Express]] window.  The premium and invoice totals of all the policies are shown here.  Selecting the Premium, Invoiced, or Est Annual Prem amount for any policy record will open [[Express Billing]].
 
−
 
 
−
[[File:training1-basictab-activepolicies.png]]
 
−
 
 
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[[Transaction Profile|Transaction]], [[Class Profile|Class]], and [[Company Profile|Company]] columns will only display the code.  Holding the mouse pointer over each code will display the full name.
 
−
 
 
−
[[File:Releasenotes-basic-policyhover.png]]
 
−
 
 
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The details band can be expanded by selecting the (+) at the beginning of each policy record.  Additional Right-Click menu options are also available.
 
−
 
 
−
[[File:releasenotes-basic-policy.png]]
 
−
 
 
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A row below all active items will display the number of records, and the totals for each of the columns; Premium, Invoiced, and Estimated Annual Premium.
 
−
 
 
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If the mouse pointer is held over the policy count, or each column total, a numeric break-down by Policy, Quote, and Binder will display.
 
−
 
 
−
[[File:releasenotes-basic-policytotalshover.png]]
 
−
 
 
−
Recently Expired Policies are listed below the last record with a details band for each.  Expired quotes are not listed.  ''(For policies expired more than three years, see the bottom policy tab.)''
 
−
 
 
−
[[File:releasenotes-basic-policyexpired.png]]
 
−
 
 
−
==== Policy Express ====
 
−
Select a policy number from the [[Client Tab]] to open the [[Policy Express]] window.  Policy Express is the policy dashboard central to viewing and updating anything associated with a policy including [[:Category:Policy Tasks|common tasks such as renewals and endorsements]].
 
−
 
 
−
For more information, see [[Training 3: Entering Policy Information]] and [[Policy Express]].
 
−
 
 
−
:[[File:Polexp-dashboard.png]]
 
−
 
 
−
==== Claims ====
 
−
Click the plus sign next to Active Claims to see Claims. To create a claim, open a policy and create the claim from [[#Policy Express|Policy Express]].
 
−
 
 
−
[[File:training1-basictab-claims.png]]
 
−
==== Drivers, Equipment, Vehicles, and Properties ====
 
−
One reason it is so easy to create and manage forms in Newton is that information like Drivers, Vehicles, and Properties are stored into schedules that can be imported into any form. These schedules are automatically created by download, or you can add and update them by hand. Thus the information is entered only once, rather than being retyped into every applicable form, and can easily be seen from the client’s Basic screen.
 
−
 
 
−
[[File:training1-basictab-schedules.png]]
 
−
==== Memos ====
 
−
For additional details, see: [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]].
 
−
 
 
−
Memos are word-processing documents. They can range from expiration notices to marketing campaigns. You will set up your library of memo templates later in training.
 
−
 
 
−
[[File:training1-basictab-memos.png]]
 
−
 
 
−
==== Emails ====
 
−
For additional details, see: [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]].
 
−
 
 
−
Click '''Emails''' to show e-mails you have sent to the client. '''Click to show all Emails''' to show e-mails you have attached to the client by dragging and dropping them from Outlook. To attach an e-mail to a client, drag and drop it from Outlook first onto your desktop, then onto the client’s Basic tab. To attach an e-mail to a policy, drag and drop it onto the Policy Express window.
 
−
 
 
−
[[File:training1-basictab-emails.png]]
 
−
 
 
−
==== Attachments ====
 
−
For additional details, see: [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]].
 
−
 
 
−
Click the plus sign next to '''Attachments''' to see attachments to the client and policies. Click '''Add Attachment''' to add an attachment from your computer or scan an image. Or, like an e-mail, just drag and drop a file or photo et cetera from your computer, onto a client’s Basic tab to attach to a client; or to attach to a policy, drag and drop a file onto the [[#Policy Express|Policy Express]] window.
 
−
 
 
−
[[File:training1-basictab-attach.png]]
 
−
 
 
−
== Company Tab ==
 
−
See [[Company Tab]] for additional details.
 
−
 
 
−
The company tab contains a top toolbar of global options, a profile drop-down box to change the selected company, and information such as contact numbers and company address.
 
  
−
:[[File:Company-topsummary.png]]
 
  
−
== Vendor Tab ==
+
Optionally, the diary and policy dashboard windows can still be configured to open as a window by selecting the user preference within '''Setup''' -> '''Preferences''' -> '''User Options'''.
−
See [[Vendor Tab]] for additional details.  
 
  
−
The vendor tab has a [[Vendor_Tab#Vendor_Tab:_Dashboard|Dashboard tab]], similar to the [[#Company Tab|Company Tab]], and an [[Vendor_Tab#Vendor_Tab:_Accounting|Accounting tab]] which lists [[Voucher Transaction|Vouchers]], and vendor checks.  
+
==== Closing Tabs ====
 +
When a tab is closed, the system will automatically switch to the tab to the right.  When there are no tabs remaining, the system will automatically switch to the first tab.  
  
−
:[[File:Vendor-fulltab.png]]
+
[[File:Newton-mutlitab-closeorder.png]]
  
−
== Management Tab ==
 
−
See [[Management Tab]] for additional details.
 
  
−
The management tab provides several instant reports for agency managers, including a book of business that can easily be broken down by policy or line of business, and a bar graph of income and expense over time. The Management Tab is available only to operators with sufficient security to see the Balance Sheet.
+
To close all open client tabs quickly, select the first client tab and select '''Exit'''. Without moving the mouse, continue selecting '''Exit''' until all tabs are closed.  
  
−
:[[File:Management-topsummary.png]]
+
[[File:Newton-multitab-closeaction.gif]]

Latest revision as of 13:07, 27 June 2019

Ic description black 24dp.png Newton User Guide: Newton Interface Overview
Ic info black 24dp.png Required Software Version: March 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

This page provides an overview of the navigation for Newton by Agency Systems.

The Main Menu, User Dashboard Tab, Client Tab, Policy Dashboard, Policy & Billing, Company Tab, Vendor Tab, and Management Tab are the primary interfaces and dashboards within Newton.

Before you begin

You must first log in to Newton by Agency Systems.

Ic info black 24dp.png See: Log in to Newton by Agency Systems for more information.

Main Menu

Ic settings backup restore black 24dp.png Updating from a prior version of Newton?
See Newton Main Menu - Quick Start Guide.pdf

Newton's main menu is always available above the primary tab and includes categories organized by agency functions. The main menu also includes easy access to the user-defined favorites list and each of the powerful keyword search options, available with a single mouse click or a simple keyboard shortcut.

Newton-mainmenu.png

Find Insured is only visible for General Agencies (GAs) or retail agencies with Broker Billed clients who have enabled the user preference.

Report Shortcuts

The Client, Company, Producer, and Vendor menus contain report shortcuts that pre-fill filters providing faster access to common reports.

Mainmenu-producer-invoicereg.png


Selecting a report shortcut will display the full reports menu with the required menu items automatically selected. (Pictured below in red.)

Invoicereg-producer-sumbyprem.png


Select the desired date range, optionally using the right-click shortcuts within each field to quickly jump to specific days, and run the report.

Invoicereg-producer-sumbyprem-datepicker.png


There are dozens of report shortcuts available for premium production reports, expiration lists, claims reports, client or company cash reports and more.

Favorites

The Favorites drop-down can be customized by the current user. Favorites for common reports such as the balance sheet or income and expense can be selected, or other menu items such as reconcile receivables or payables.

Favorites.png


Select Favorites -> Edit List to choose the desired menu options. Double-click on each menu to add it to the favorites list on the left. Highlight a specific item and select Up or Down to update the order of the list. When finished, select Save.

Favorites-edit.png

Tabs

User Dashboard Tab

The dashboard tab consolidates all of your active tasks in one location. This includes open follow-up items (Submissions and Diaries), active and expiring policies, active clients, as well as information on e-mails, activity, and attachments.

Ic info black 24dp.png See User Dashboard Tab for additional details.

Client Tab

The client tab contains client information such as contact numbers and client type, and data tabs for different data types. The client sub-tabs are Client Dashboard, Accounting, Forms, Download, History, and Invoices.

Ic info black 24dp.png See Client Tab for more information.

Policy Dashboard

The Policy Dashboard is the primary interface for Policy Tasks such as renewals, endorsements, and cancellations. There are multiple tabs for rich content such as ACORD Forms, and company Download data.

The Policy Dashboard contains multiple expandable bands on each tab to organize content such as activity, emails, and attachments.

Ic info black 24dp.png See Policy Dashboard for more information.

Policy & Billing

Policy & Billing is the primary interface used to create new policies and invoices in Newton.

Ic info black 24dp.png See Policy & Billing for more information.

Company Tab

The company tab contains a top toolbar of global options, a profile drop-down box to change the selected company, and information such as contact numbers and company address.

Ic info black 24dp.png See Company Tab for more information.

Vendor Tab

The vendor tab has a Vendor Dashboard Tab, similar to the Company Tab, and an Vendor Accounting Tab which lists Vouchers, and vendor checks.

Ic info black 24dp.png See Vendor Tab for more information.

Management Tab

The management tab provides several instant reports for agency managers, including a book of business that can easily be broken down by policy or line of business, and a bar graph of income and expense over time. The management tab is available only to operators with sufficient security to see the Balance Sheet.

Ic info black 24dp.png See Management Tab for more information.

Navigating tabs and sub-tabs

Multitasking between multiple clients, and multiple policies within each client has never been easier. Policies and client diaries automatically open as sub-tabs on a client.

Newton-clientdash-mutlitab-markup.png


If a policy or diary is selected from the User Dashboard Tab, Management Tab, or Company Tab, Newton will automatically load the client tab first, then the selected item as a sub-tab.

  • Multiple policies or diaries can be opened on the same client.
  • When a Client Tab is closed, all sub-tabs will be automatically closed.

Subtabs-fromdashboard.gif


Optionally, the diary and policy dashboard windows can still be configured to open as a window by selecting the user preference within Setup -> Preferences -> User Options.

Closing Tabs

When a tab is closed, the system will automatically switch to the tab to the right. When there are no tabs remaining, the system will automatically switch to the first tab.

Newton-mutlitab-closeorder.png


To close all open client tabs quickly, select the first client tab and select Exit. Without moving the mouse, continue selecting Exit until all tabs are closed.

Newton-multitab-closeaction.gif

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