Difference between revisions of "Main Page"

From Agency Systems Wiki
Jump to navigation Jump to search
Line 53: Line 53:
  
 
'''[[Implementation Process Overview|New Agency Implementation Process Overview]]'''
 
'''[[Implementation Process Overview|New Agency Implementation Process Overview]]'''
*[[Training 1: Newton Interface Overview]]
+
*'''[[Training 1: Newton Interface Overview]]'''
*[[Training 2: Setting Up Your Agency]]
+
*:[[Client Tab]]
*[[Training 3: Entering Policy Information]]
+
*::[[Client Keyword Search]]
*[[Training 4: ACORD Forms]]
+
*::[[Policy Keyword Search]]
*[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]
+
*:[[Policy Express]]
*[[Training 6: Accounting]]
+
*:[[Dashboard Tab (User)]]
*[[Training 7: Management]]
+
*:[[Company Tab]]
 +
*:[[Vendor Tab]]
 +
*:[[Management Tab]]
 +
*'''[[Training 2: Setting Up Your Agency]]'''
 +
*'''[[Training 3: Entering Policy Information]]'''
 +
*'''[[Training 4: ACORD Forms]]'''
 +
*'''[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]'''
 +
*'''[[Training 6: Accounting]]'''
 +
*'''[[Training 7: Management]]'''
  
 
'''[[Special:Categories|Click Here: View All Wiki Categories]]'''
 
'''[[Special:Categories|Click Here: View All Wiki Categories]]'''
 
|}
 
|}

Revision as of 19:34, 26 January 2016