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• Forms: New York Driver ID Card Configuration
  ...st [[Security System]] access, level 9. The menu will not be available for users without the necessary permission.
  4 KB (536 words) - 18:52, 4 June 2018
• Agency Systems Software Subscription Code
  ;How many users need to submit the renewal request?
  3 KB (441 words) - 21:45, 8 January 2019
• Hardware Recommendations
  A dedicated server is required for an office that has 6 or more users. The [[#Workstation Recommendations|workstation recommendations]] may be us
  3 KB (446 words) - 17:57, 27 February 2024
• Report: Policy List Report: Policy Expiration List
  ...e, and does not require an administrator to run the reports for individual users.
  4 KB (536 words) - 20:40, 20 March 2019
• Main Page
  *'''[[:Category:Profiles|Profile Setup (Agency, Users, General Ledger)]]'''
  4 KB (564 words) - 16:24, 14 August 2020
• Forms: New York Driver ID Card Configuration by Department
  ...st [[Security System]] access, level 9. The menu will not be available for users without the necessary permission.
  4 KB (670 words) - 20:52, 7 May 2018
• Policy View
  #*Select '''Add Login''' to enter separate credentials for individual users.
  5 KB (732 words) - 21:42, 1 July 2014
• Make Text and Other Items Larger or Smaller
  ...ties and equipment. The Configure Forms settings are shared by all Newton Users and require administrative access. ''(Requires [[Producer Profile|Producer
  5 KB (736 words) - 19:24, 19 July 2021
• SEMCAT Rating Integration
  #Edit the '''Executable Path''' to the following value. <br><tt>C:\Users\<username>\AppData\Roaming\Allied Strategy\SEMCAT\SEMCAT.exe</tt>
  5 KB (681 words) - 21:55, 21 March 2019
• Transaction Profile
  <li>[[Setting Up Your Agency (Users, Profiles, Accounting)]]
  6 KB (903 words) - 21:21, 7 May 2018
• Agency Fee Wizard
  The Agency Fee Wizard allows users to easily charge an agency fee to any [[Agency Bill]] or [[Direct Bill]] [[
  6 KB (923 words) - 20:18, 11 March 2019
• Cash Payment Fee Wizard
  ...invoice if it is attached to the current (last) sequence. The majority of users leave the items on-account, since the accounting transactions offset to cre
  7 KB (971 words) - 14:04, 17 April 2019
• Download Alerts
  Multiple users can be assigned an alert. Some examples would be the policy producer, CSR,
  6 KB (921 words) - 19:24, 19 July 2021
• Producer Profile
  ...only to salesmen, but also to customer service representatives, operators (users), receptionists, and any employee of the agency.'''
  7 KB (1,062 words) - 14:50, 29 January 2019
• Download Options
  ...recommended [[:Category:Download|Download]] options and settings for most users.
  8 KB (1,071 words) - 22:01, 7 March 2019
• Agency Profile
  A test agency profile can be created allowing any users to practice entering data into Newton, without affecting the "live" databas
  8 KB (1,138 words) - 18:05, 9 April 2020
• Newton Release Notes: November 2014
  ...ect their own preferences and options, without changing settings for other users. ...The cash options tab is the only tab which globally sets settings for all users.
  30 KB (4,307 words) - 19:26, 19 July 2021
• Backup Information
  ...tem you choose does have this feature, it is a best practice to ensure all users are logged out of Agency Systems when performing backups.
  9 KB (1,381 words) - 18:57, 29 September 2022
• Newton Release Notes: Summer 2018
  ...f the previous month (GL) is still open. The warning will only display for users with access to [[Open or Close Month (GL)| '''Accounting''' -> '''Open/Clos If all users see the message, review the security settings for '''Setup''' -> '''Securit
  52 KB (7,563 words) - 13:05, 26 March 2019
• Attachments
  ...file system and selecting a file. Utilizing the file picker is helpful for users with a single monitor where drag+drop is more difficult, or if all document
  14 KB (1,916 words) - 19:17, 19 July 2021

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