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  • KB93397934
    #REDIRECT [[Setting Up Your Agency (Users, Profiles, Accounting)]]
    66 bytes (8 words) - 21:38, 12 May 2017
  • Training 2: Setting Up Your Agency
    #REDIRECT [[Setting Up Your Agency (Users, Profiles, Accounting)]]
    66 bytes (8 words) - 21:30, 12 May 2017
  • The Report Writer Has Returned An Error. Print Failed, 545
    ...er is not properly installed or configured. For client/sever or workgroup users, contact your IT professional to install and configure your printer outside *For Ajasent users, [[Ajasent_Hosting#Contact_Ajasent_Support|contact Ajasent Support]]
    1 KB (173 words) - 15:03, 4 September 2018
  • Error: 161 (Pervasive license expired)
    ...empting to access Newton simultaneously. The maximum number of concurrent users is determined by the Pervasive key and version purchased by your office. |colspan = "4" align="center"|Number is the maximum number of concurrent users.
    2 KB (301 words) - 14:32, 25 April 2019
  • Cross-Agency Search
    ===== Do all users have access to Cross-Agency Search? ===== If you have five different agency codes, some users could have access to search all five, while others only have access to two
    4 KB (545 words) - 18:54, 2 July 2019
  • Error: External Exception C0000006
    Original Data and Program Files Directory for Terminal Server Users Original Data Directory for Terminal Server Users
    5 KB (741 words) - 19:57, 6 November 2015
  • Server Update Instructions
    ...ost machine by Agency Systems technicians. During the update process, all users must be out of Agency Systems. *During the update process, '''all users must be out of Newton'''.
    2 KB (279 words) - 21:22, 10 November 2020
  • AWS WorkSpace Client Update Instructions
    #Select '''Install for all users of this machine'''
    630 bytes (94 words) - 18:01, 29 July 2021
  • Ajasent Hosting
    ...f will perform many common server administrator tasks including adding new users, configuring new workstations, and troubleshooting third-party programs. T ...f will perform many common server administrator tasks including adding new users, configuring new workstations, and troubleshooting third-party programs.
    4 KB (585 words) - 13:10, 8 May 2018
  • Error: 3012 (Local engine is not accessible to the MicroKernel router)
    ...'server''', even if the office only uses a workgroup engine with 5 or less users. #*For offices with less than five users, find '''Pervasive PSQL Workgroup Engine'''.
    5 KB (772 words) - 14:53, 16 September 2016
  • Installation Environment and Network Requirements
    ...ncy Systems, we strive to provide the best possible experience for our end users. This is why we test, validate, and endorse particular setup types for our *Peer-to-Peer workgroup using TCP/IP and DNS (five or less users)
    5 KB (830 words) - 17:55, 27 February 2024
  • Log in to Newton by Agency Systems
    We do not know what passwords are assigned to the users. Your logins are created and maintained by your office. We can't help you t ...perator passwords can be reset from [[Producer Profile|Setup -> Producers (Users)]].
    4 KB (587 words) - 19:11, 4 March 2019
  • Newton User Guide
    ...g Up Your Agency (Users, Profiles, Accounting)]] [[Setting Up Your Agency (Users, Profiles, Accounting)]] *[[Producer Profile|Producer Profile (Users)]]
    7 KB (981 words) - 14:22, 20 April 2020
  • MyInsuranceDashboard Release Notes: December 2013
    ...e attachments will be visible in the documents section for two years. The users will select the button next to the policy to see a listing of documents for
    2 KB (260 words) - 23:22, 18 December 2013
  • Training 7: Management
    '''Agency Systems defaults all Security Items to 0000. This means that all users, because they would have a Security Level greater than 0, have authorizatio
    2 KB (327 words) - 12:54, 4 September 2018
  • Forms: Configure Forms
    ...st [[Security System]] access, level 9. The menu will not be available for users without the necessary permission. The print margins for all users can be modified for both portrait and landscape printers. Select '''Setup'
    6 KB (954 words) - 20:50, 7 May 2018
  • Transaction Number Or Code Default Text Blank
    ...ns which control the visible theme of the system for both local and hosted users.
    3 KB (343 words) - 20:41, 30 November 2015
  • Security System
    This means that all users, because they would have a Security Level greater than 0, have authorizatio
    3 KB (397 words) - 16:02, 7 August 2019
  • Preferences
    == Global Options (All Users) == The Global Options tab is only visible to [[Producer Profile|users]] with a [[Security System|security level]] of 9. All options listed withi
    13 KB (1,935 words) - 19:25, 19 July 2021
  • Files
    ...or <tt>C:\Users\Public\Public Documents\</tt>. (A folder available to all users is recommended.)
    13 KB (1,719 words) - 14:48, 10 May 2024
  • 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
  • Newton Release Notes: Spring 2017
    === Preferences - Global Options (All Users) === ...rences window]] with a number of new options. The tab is only visible to users with the highest security level.
    38 KB (5,212 words) - 19:26, 19 July 2021
  • Transition Guide: FSC Manager FAQ
    ...them into a client file or do we need to drag and drop? Email on cells of users? Does your system ask you to grant access for each email every time you se ;(3) Ability to host Agency Shared Folders available to all system users? Host Personal Folders?
    46 KB (7,569 words) - 21:47, 20 September 2016
  • User Dashboard Tab
    ...can be disabled per operator through [[Producer Profile|Setup -> Producer (Users)]].)''
    12 KB (1,688 words) - 19:25, 19 July 2021
  • Implementation Process Overview
    ...'''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. '''
    11 KB (1,780 words) - 14:36, 21 September 2022
  • Report: Newton Add-on Reports
    <li>[[Setting Up Your Agency (Users, Profiles, Accounting)]]</li> ...ports|extensive report library]] available to all Newton by Agency Systems users.
    41 KB (6,030 words) - 18:45, 10 March 2022
  • Policy Dashboard
    The bulletin is automatically displayed for all users, even if the preview pane is disabled. When an area within Policy Dashboar
    18 KB (2,577 words) - 21:48, 29 May 2018
  • Newton Release Notes: March 2014
    ...osoft Exchange|significant performance improvements for Microsoft Exchange users have been completed]]. Users with Microsoft Exchange email, such as Microsoft Office 365 will benefit fr
    33 KB (4,813 words) - 20:07, 15 May 2014
  • MyInsuranceDashboard.com Integration
    ...r to manage CSR access to MyInsuranceDashboard.com. The list of available users is automatically populated from the active producer profiles within Agency
    24 KB (3,513 words) - 19:49, 30 September 2021
  • Newton Release Notes: Spring 2020
    ...t are enabled by default. Each option can be individually disabled for all users if desired by an agency user administrator.
    20 KB (2,875 words) - 19:39, 17 April 2020
  • Newton Release Notes: September 2015
    ...triggered, an email will be automatically sent to each of the notification users, other than the current operator. The email contains the submission descri The bulletin is automatically displayed for all users, even if the preview pane is disabled. When an area within Policy Express
    78 KB (11,389 words) - 16:21, 22 March 2018

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