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| − | [[Category:Training Guides]]
| + | #redirect [[Newton_User_Guide#Correspondence]] |
| − | <table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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| − | <tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
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| − | <td>Related Pages</td>
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| − | </tr>
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| − | <tr>
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| − | <td>
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| − | <ul>
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| − | <li>[[Training 1: Newton Interface Overview]]</li>
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| − | <li>[[Training 2: Setting Up Your Agency]]</li>
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| − | <li>[[Training 3: Entering Policy Information]]</li>
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| − | <li>[[Training 4: ACORD Forms]]</li>
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| − | <li>[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]</li>
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| − | <li>[[Training 6: Accounting]]</li>
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| − | <li>[[Training 7: Management]]</li>
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| − | </ul>
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| − | </td>
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| − | </tr>
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| − | | |
| − | <tr style="background-color: #d3d3d3; text-align: center; ">
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| − | <td>Related Categories</td>
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| − | </tr>
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| − | <tr>
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| − | <td>
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| − | <ul>
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| − | <li>[[:Category:Training Guides|Training Guides]]</li>
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| − | </ul>
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| − | </td>
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| − | </tr>
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| − | </table>
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| − | '''[http://mynewtoncampus.com/getting-started/ Visit: My Newton Campus - Getting Started]'''
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| − | {{#ev:youtube|WkudF_7gpWw|300|right|Advanced Part 1 - Email & Diaries}}
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| − | {{#ev:youtube|tZtraxWPgC4|300|right|Advanced Part 2 - Activity, Notes, & Memos}}
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| − | == E-mail ==
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| − | {{#ev:youtube|0UVKrT1JH98|300|right|Email Integration}}
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| − | [[File:Ic_info_black_24dp.png]] See [[Email Integration]] for additional details.
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| − | Emails in Newton are listed within the Emails band on the [[Client Tab]], [[Policy Express]], [[Company Tab]], [[Vendor Tab]], and [[Dashboard Tab (User)]]. Any email sent or received in Newton will also record the body of the email as a [[Client_Tab#Activity|permanent searchable activity item]].
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| − | [[File:Clienttab-Email-columnheaders.png]]
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| − | === Create a New Email ===
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| − | An email in Newton can be initiated from a number of areas including the [[Client Tab]], [[Policy Express]], [[Company Tab]], [[Vendor Tab]], [[Dashboard Tab (User)]], and [[Batch Send]].
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| − | [[Email_Integration#Create_a_Client_Email_from_the_Client_Tab|Create a Client Email from the Client Tab]]
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| − | [[Email_Integration#Create_a_Client_Email_by_Selecting_a_Contact_From_the_Client_Tab|Create a Client Email by Selecting a Contact From the Client Tab]]
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| − | [[Email_Integration#Create_a_Policy_Email_from_Policy_Express|Create a Policy Email from Policy Express]]
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| − | [[Email_Integration#Create_a_Policy_Email_using_Batch_Send|Create a Policy Email using Batch Send]]
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| − | | |
| − | ==== Address Book Options ====
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| − | [[File:Ic_info_black_24dp.png]] See [[Email_Integration#Selecting_an_Email_Recipient|Selecting an Email Recipient]] for additional details.
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| − | An email can contain three categories of email recipients; TO, CC, and BCC.
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| − | '''Left-click''' TO, CC, or BCC. The '''Search Clients''' window will list active contacts for the client by default.
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| − | :[[File:Email-compose-searchcontact.png]]
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| − | Select '''Outlook Address''' to list all contacts stored in your external Microsoft Outlook Address book.
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| − | ==== Attaching a File from Newton ====
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| − | [[File:Ic_info_black_24dp.png]] See [[Email_Integration#Adding_Attachments_to_an_Email|Adding Attachments to an Email]] for additional details.
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| − | An attachment can be added to an outgoing [[Email Integration#Create a Client Email from the Client Tab|client email]], [[Email Integration#Create a Policy Email from Policy Express|policy email]], or from [[Batch Send]]. Any attachment included in an outgoing email will be automatically stored within Newton's email activity for direct access.
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| − | Attachments can also be dragged and dropped onto the compose email window from outside of the system. Multiple attachments can be dragged and dropped at the same time.
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| − | :[[File:Email-compose-attachment-draganddrop.gif]]
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| − | | |
| − | ==== Templates with Memo Writer ====
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| − | The message body content can be entered manually, or can be pre-filled from an existing [[Memo Writer: Create a Form Letter Template|memo template]].
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| − | To select a memo template, select the '''Choose Memo template''' drop down box and select the desired memo. Memos are organized by Category, then Name.
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| − | :[[File:Email-compose-selectmemotemplate.png]]
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| − | | |
| − | ==== E-mail Signature ====
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| − | {{#ev:youtube|vVbE6Krw7-0|300|right|Configure Default Email Signature}}
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| − | [[File:Ic_info_black_24dp.png]] See [[Email_Integration#Inserting_an_Email_Signature|Email Signature]] for additional details.
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| − | The Email Signature for the current operator will be automatically placed as the footer of an email when it is started.
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| − | ;Configure A New Email Signature
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| − | #Open the [[Email Integration#Compose Email Window|compose email window]].
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| − | #Enter the desired signature information into the compose email window.
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| − | #Highlight the text (CTRL+A)
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| − | #'''Right Click''' and select '''Save As Signature'''.
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| − | #:[[File:email-signature-saveas.png]]
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| − | | |
| − | === Attaching a Received E-mail to Newton ===
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| − | To attach an email received in Microsoft Outlook, simply drag-and-drop the email into Newton. The emails can be attached to a [[Client Tab|Client]], [[Policy Express]], [[Company Tab|Company]], or [[Vendor Tab|Vendor]].
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| − | The emails can be dragged directly from Microsoft Outlook, or from their saved location on your computer.
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| − | :[[File:Email-attach-draganddrop.gif]]
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| − | After dragging and dropping an email, the converted email will open. Reply, Forward, or close the converted email window.
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| − | :[[File:Email-attach-draganddrop-converted.png]]
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| − | The content in the email will be stored as a permanent non-editable searchable activity item, and any attachments will be stored within Newton automatically.
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| − | === View, Reply, Forward, or Edit an Email ===
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| − | [[Email_Integration#View_an_Email|View an Email]]
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| − | [[Email_Integration#Reply_or_Forward_an_Email|Reply or Forward an Email]] | |
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| − | [[Email_Integration#Edit_the_Description_of_an_Email|Edit the Description of an Email]]
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| − | [[Email_Integration#Move_an_Existing_Email_to_.2F_from_a_Policy|Move an Existing Email to / from a Policy]]
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| − | [[Email_Integration#Delete_an_Email|Delete an Email]]
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| − | == Diary ==
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| − | [[File:Ic_info_black_24dp.png]] See [[Diary]] for additional details.
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| − | [[Diary|Diaries]] are simple follow-up or to-do items that display on the assigned operator's [[Dashboard Tab (User)|Dashboard Tab]] based on the suspense date. A diary can be used for simple inter-office communication, action items on policies, or can be created automatically by [[:Category:Policy Tasks|common policy tasks]] or [[Download Alerts]].
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| − | A diary can be created from the [[Client Tab|Client Dashboard Tab]], [[Policy Express]], [[Download Alerts]], the [[Company Tab]], or the [[Vendor Tab]].
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| − | Although a diary is commonly associated with a [[Policy: Create A Policy|specific policy]], a diary can also be saved to a [[Client Profile|client without a policy]], or directly to an [[Producer Profile|operator]] for inter-office communication.
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| − | [[File:Clienttab-diary-fullwindow.png]]
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| − | | |
| − | == Activity ==
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| − | {{#ev:youtube|wIhsskzoYUU|300|right|Activity - Automatic and Permanent}}
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| − | === Basic Tab ===
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| − | Expand the Activity band on a client’s Basic tab to view activity. Only correspondence and notes are shown by default. Right-click the Activity band to view All Items.
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| − | [[File:training5-activity.png]]
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| − | === Policy Express ===
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| − | Open a policy, select the View Existing Items menu, and Policy Activity to view activity on a single policy.
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| − | === Color Codes ===
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| − | *Correspondence appears in red.
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| − | *Notes appear in green.
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| − | *All other items appear in black.
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| − | === Notes ===
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| − | You can add an activity note to a policy. Open the policy, and select Activity from the Create Item menu. Activity notes cannot be altered once saved.
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| − | [[File:training5-activity-createfrompol.png]]
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| − | === Activity Search ===
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| − | Type any word or phrase to search policies, correspondence, and all other activity items. Click '''Clear''' to clear the filter.
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| − | [[File:training5-activity-search.png]]
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| − | == Client Notes ==
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| − | Client notes appear at the top of the client’s Basic tab. Click '''Create Note''' to create a note. Client notes are attached to the client only and not to a specific policy.
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| − | [[File:training5-clientnote-create.png]]
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| − | === Permanent Notes ===
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| − | Client notes are permanent and cannot be altered once saved.
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| − | Client notes are not included in Activity Search.
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| − | === Highlight and Pop-up ===
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| − | You can choose to highlight or un-highlight a note once saved. Highlighted notes appear on the Basic tab by default; notes that are not highlighted will not appear unless you click “Click for more notes.”
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| − | The Popup Notice option will cause a note window to pop up on the screen every time a user loads the client. These should be used extremely sparingly and only for show-stopper items.
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| − | == Memo Writer ==
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| − | Memos are word-processing documents such as form letters. Newton features an excellent word-processing system.
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| − | [[File:training5-memowriter.png]]
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| − | === Create ===
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| − | To create a Memo, select the '''Marketing''' menu and Memo '''Writer'''.
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| − | To create a Memo on a client, click the plus-sign next to '''Memos''' and select '''Create Memo'''. You will start with a blank document either way, but if you perform a mail-merge, the Memo will remember what client you were on.
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| − | To open a Memo from your library of Memo templates, click the '''File''' menu and '''Open'''. You will learn how to set up templates in this session.
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| − | ==== Merge Fields ====
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| − | Right-click and select '''Insert Merge Field''' to add a field for mail-merge. Memo Writer allows many different types of data to be merged in from clients, policies, and more, grouped into categories such as: Agent, Client, Underwriter, Policy, et cetera. For example, expand '''Policy''' and double-click '''Number''' to insert the policy number. The menu will stay open until you close it, so you can add as many merge fields as you like. A sample Memo might appear something like:
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| − | [[File:training5-memowriter-mergefields.png]]
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| − | === Library and Locking/Unlocking ===
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| − | When you have finished creating your Memo, you will save it. Memos can be saved to 4 locations: A client, a policy, a company, or to the Memo library. You should select Library. This will allow the Memo to be accessed on any client, merged, and re-saved to the given client.
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| − | Once the Memo is saved, click the Lock button to lock the Memo. A locked Memo cannot be overwritten in the library; if anyone opens it and merges the data, or otherwise changes the template, they will be prompted to re-save a copy to the current client. Only operators with a security level equal to the “Global” value for Memo Writer can lock and unlock Memos. Security can be found under the '''Other''' menu and '''Security System'''.
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| − | [[File:training5-memowriter-lock.png]]
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| − | === Save to Client or Policy ===
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| − | If a Memo is saved to a client it will appear under the '''Memos''' band on the client’s Basic Tab.
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| − | If a Memo is saved to a policy it will appear under the '''Memos''' band and under the '''View Existing Items''' menu in Policy Express.
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| − | === Open a Memo Saved to a Client or Policy ===
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| − | To open a Memo saved to a client or a policy, load the client and expand the '''Memos''' band.
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| − | Memos attached to policies will show the policy number. You can click the column heading to organize Memos by policy number.
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| − | === Tips ===
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| − | *Create an envelope template for printing envelopes. You can change the page size and orientation under the '''Format''' menu.
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| − | *Create a Memo in a Diary for Clients to sign off on changes.
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| − | *Create a Memo on the Company Tab for Underwriting Guidelines.
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| − | *Use Memos for quote worksheets, agency-created forms, or a Renewal Review Checklist to use when renewing policies.
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| − | *You may also use Memos for marketing notes on complicated commercial accounts.
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| − | [[File:training5-memowriter-no10envelope.png]]
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| − | ==== Related Wiki Pages ====
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| − | [[Email Integration]]
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