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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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| − | | |
| − | == 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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| − | [[File:Ic_info_black_24dp.png]] See [[Client Tab#Activity|Activity]] for additional details.
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| − | Activity shows recent activity within the [[Preferences#Activity Listing|default filtered date range]] by default.
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| − | *'''Correspondence''': [[Email Integration|Emails]], [[Attachment Integration|Attachments]], Printed [[:Category:Memo Writer|Memos]]. ''
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| − | *'''Policy Notes''': Policy activity note added from [[Policy Express]].
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| − | *'''Diaries''': Any [[Diary]] action including creating, editing, and closing diary items.
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| − | *'''Submissions''': Any [[Client Tab#Submissions|submission]] action including creating, editing, and closing submission items.
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| − | *'''Automated Procedures Activity (Policy Task)''': Any [[:Category:Policy Tasks|Policy Express -> Policy Task]] activity such as Renew, Endorse, Cancel, Reinstate and more.
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| − | *'''System''': All other activity, recorded automatically by the system for E&O. ''([[Preferences#Activity Listing|Hidden by default]])''
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| − | | |
| − | Select [[Client Tab#Client_Tab:_Toolbar|'''Filter''']] to search all activity items for a word or phrase. Click '''Clear''' to clear the search filter.
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| − | :[[File:Clientbasic-toolbar-filter.png]]
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| − | | |
| − | == Client Notes ==
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| − | [[File:Ic_info_black_24dp.png]] See [[Client Tab#Client Notes|Client Notes]] for additional details.
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| − | | |
| − | Client notes are used for permanent notes about a client. Client notes are attached to the client only and not to a specific policy.
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| − | | |
| − | Select '''Create Note''' to add a client note and choose whether to highlight the note. Only highlighted client notes will display by default when a [[Client Tab]] is loaded.
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| − | Notes can be optionally set as a Popup Notice, and will automatically open when the client is loaded.
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| − | :[[File:Releasenotes-basic-clientnotes.png]]
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| − | Client notes aren’t indexed for searching and do not display in the [[Client Tab#Activity|activity band]].
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| − | == Memo Writer ==
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| − | [[File:Ic_info_black_24dp.png]] See [[Memo Writer: Create a Form Letter Template]] for additional details.
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| − | [[:Category:Memo Writer|Memo Writer]] provides the ability to create form letter templates that can be used to [[Memo_Writer:_Create_a_Form_Letter_Template#Add_Merge_Fields_to_Memo_Writer|quickly merge data fields]], with client or policy information. The memos can be merged individually, or in a batch through [[Client Query Wizard|a marketing query]].
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| − | Memos templates can be used in the following ways:
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| − | *[[Memo Writer: Create or Delete a Client Memo|Client Memo]]
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| − | *[[Policy_Express#Dashboard: Memos Band|Policy Memo]]
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| − | *[[Company_Tab#Company_Memos|Company memo]]
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| − | *[[Email Integration|Body of an email]]
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| − | *[[Batch Send|Attachment in a printed, faxed, or emailed package]].
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| − | *[[Client Query Wizard|Marketing letters]]
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| − | *[[Report: Policy List Report: Policy Expiration List|Policy Expiration or Renewal Letters]]
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| − | *Policy Reports
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| − | See [[Memo Writer: Sample Memo Templates]] for sample memo templates.
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