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Revision as of 14:15, 16 December 2015 by Mlively (Talk | contribs) (→‎Navigation)
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Visit: My Newton Campus - Getting Started

Login

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 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.

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.

Training1-login.png

Navigation

The Dashboard Tab (User), Client Tab, Company Tab, Vendor Tab, Management Tab and Policy Express are the primary dashboards within Agency Systems.

Clientexplorer-toptabs.png

Dashboard Tab (User)

See Dashboard Tab (User) for additional details.

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.

Userdashboard-favorites.png

Client Tab

See Client Tab, Client Keyword Search, and Policy Express for additional details.

The client tab contains a top toolbar of global client options, 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.

Clientbasic-topsummary.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.

Company-topsummary.png

Vendor Tab

See Vendor Tab for additional details.

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

Vendor-fulltab.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.

Management-topsummary.png