Difference between revisions of "Main Page"

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'''Welcome to the Newton by Agency Systems Wiki.'''
 
'''Welcome to the Newton by Agency Systems Wiki.'''
  
[http://www.agencysystems.com AgencySystems.com] | [http://www.facebook.com/pages/Newton-by-Agency-Systems/170910319590056 Facebook.com] | [http://twitter.com/agencysystems Twitter.com] | [https://www.youtube.com/user/AgencySystems/playlists YouTube.com]
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[http://www.agencysystems.com AgencySystems.com] | [[Newsletter]] | [http://www.facebook.com/pages/Newton-by-Agency-Systems/170910319590056 Facebook.com] | [http://twitter.com/agencysystems Twitter.com] | [https://www.youtube.com/user/AgencySystems/playlists YouTube.com]
[[Newton News Archive]] | [[:Category: Release Notes|Release Notes Archive]]</div>
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[[Newton Release Notes: Summer 2018]] | [[:Category: Release Notes|Release Notes Archive]]</div>
  
 
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[[File:Ic_description_black_48dp.png|link=Newton User Guide]] <span style="font-size:140%;;">[[Newton User Guide]]</span>
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[[File:Ic settings applications black 48dp.png|link=Workstation Installation Instructions]] <span style="font-size:140%;">[[Workstation Installation Instructions|Workstation Installation]]</span>
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[[File:Ic_live_help_black_48dp.png|link=Help:Contents]] <span style="font-size:140%;">[[Help:Contents|Contact Support]]</span>
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|}
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{| style="width:100%; border-spacing:8px; margin:0px;" cellpadding="8"
 
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<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Sections</h2>
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'''[[Implementation Process Overview|New Agency Implementation Process Overview]]'''
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'''[[Newton User Guide#Installation|Installation]]'''
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'''[[Newton User Guide#Newton Interface Overview|Newton Interface Overview]]'''
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'''[[Newton User Guide#Setup Profiles|Setup Profiles]]'''
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'''[[Newton User Guide#Client|Client]]'''
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'''[[Newton_User_Guide#Policy|Policy]]'''
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'''[[Newton User Guide#Forms|Forms]]'''
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'''[[Newton User Guide#Correspondence|Correspondence (Email, Attachments, Batch Send, Fax, Memos)]]'''
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'''[[Newton User Guide#Suspense|Suspense]]'''
  
<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Training Guides</h2>
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'''[[Newton_User_Guide#Accounting_-_Invoice.2FBilling|Accounting - Invoice/Billing]]'''
  
'''[[Implementation Process Overview|New Agency Implementation Process Overview]]'''
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'''[[Newton User Guide#Other|Accounting (Other), Management and more]]'''
*'''[[Training 1: Newton Interface Overview]]'''
 
*:[[Client Tab]]
 
*::[[Client Keyword Search]]
 
*::[[Policy Keyword Search]]
 
*:[[Policy Express]]
 
*:[[Dashboard Tab (User)]]
 
*:[[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]]'''
 
 
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<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Help by Category</h2>
 
<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Help by Category</h2>
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*'''[[:Category:Download|Download]]'''
 
*'''[[:Category:Download|Download]]'''
 
*:[[Daily Process for Policy Downloads]]
 
*:[[Daily Process for Policy Downloads]]
*:[[Daily_Process_for_Policy_Downloads#Step_3:_Pending_Tab:_Address_Any_Notes_or_Errors|Daily Process: Address Any Notes or Errors]]
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*::[[Daily_Process_for_Policy_Downloads#Step_3:_Pending_Tab:_Address_Any_Notes_or_Errors|Daily Process: Address Any Notes or Errors]]
*:[[Direct Bill: Commission Statement Processing]]
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*:[[Commission Download]] and [[Commission Builder]]
*:[[Direct Bill: Commission Notes and Errors]]
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*::[[Direct Bill: Commission Notes and Errors]]
 
*'''[[:Category:Email|Email]]'''
 
*'''[[:Category:Email|Email]]'''
 
*'''[[:Category:Forms|Forms]]'''
 
*'''[[:Category:Forms|Forms]]'''
 
*'''[[:Category: Marketing|Marketing]]'''
 
*'''[[:Category: Marketing|Marketing]]'''
*:[[:Category:Memo Writer|Memo Writer]]
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*:[[:Category:Memowriter|Memowriter]]
 
*'''[[:Category:Policy Tasks|Policy Tasks]]'''
 
*'''[[:Category:Policy Tasks|Policy Tasks]]'''
 
*'''[[:Category:Profiles|Profile Setup (Agency, Users, General Ledger)]]'''
 
*'''[[:Category:Profiles|Profile Setup (Agency, Users, General Ledger)]]'''

Revision as of 18:04, 19 September 2018