Difference between revisions of "Newton User Guide"
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== Installation == | == Installation == | ||
| − | ;[[Implementation Process Overview]] | + | ;[[File:Ic_info_black_24dp.png|link=Implementation Process Overview]] [[Implementation Process Overview]] |
*[[Workstation Installation Instructions]] | *[[Workstation Installation Instructions]] | ||
*:[[Hardware Recommendations]] | *:[[Hardware Recommendations]] | ||
| Line 43: | Line 43: | ||
== Newton Interface Overview == | == Newton Interface Overview == | ||
| − | ;[[Log in to Newton by Agency Systems]] | + | ;[[File:Ic_info_black_24dp.png|link=Log in to Newton by Agency Systems]] [[Log in to Newton by Agency Systems]] |
*[[Main Menu and Tab Navigation]] | *[[Main Menu and Tab Navigation]] | ||
*[[User Dashboard Tab]] | *[[User Dashboard Tab]] | ||
| Line 54: | Line 54: | ||
==Setup Profiles== | ==Setup Profiles== | ||
| − | ;[[Setting Up Your Agency (Users, Profiles, Accounting)]] | + | ;[[File:Ic_info_black_24dp.png|link=Setting Up Your Agency (Users, Profiles, Accounting)]] [[Setting Up Your Agency (Users, Profiles, Accounting)]] |
*[[Agency Profile]] | *[[Agency Profile]] | ||
*[[Bank Profile]] | *[[Bank Profile]] | ||
| Line 68: | Line 68: | ||
== Client == | == Client == | ||
| − | ;[[Client Profile]] | + | ;[[File:Ic_info_black_24dp.png|link=Client Profile]] [[Client Profile]] |
*[[Client Keyword Search|Find a Client or Prospect]] | *[[Client Keyword Search|Find a Client or Prospect]] | ||
*[[Policy Keyword Search|Find a Client by Policy Number]] | *[[Policy Keyword Search|Find a Client by Policy Number]] | ||
| Line 87: | Line 87: | ||
==Policy == | ==Policy == | ||
| − | + | ;[[File:Ic_info_black_24dp.png|link=Policy & Billing]] [[Policy & Billing]] | |
*[[Policy Keyword Search|Policy: Find a Policy, Quote, or Binder]] | *[[Policy Keyword Search|Policy: Find a Policy, Quote, or Binder]] | ||
*[[Policy: Create A Policy]] | *[[Policy: Create A Policy]] | ||
| − | + | ||
| + | ;[[File:Ic_info_black_24dp.png|link=Policy Dashboard]] [[Policy Dashboard]] | ||
*[[Policy: Endorse A Policy]] | *[[Policy: Endorse A Policy]] | ||
*[[Policy: Renew A Policy]] | *[[Policy: Renew A Policy]] | ||
| Line 104: | Line 105: | ||
== Forms == | == Forms == | ||
| − | + | ;[[File:Ic_info_black_24dp.png|link=Forms]] [[Forms]] | |
*[[Scan An Electronic Signature]] | *[[Scan An Electronic Signature]] | ||
Revision as of 19:13, 15 January 2018
 Required Software Version: Spring 2017 |
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This page provides an overview for Newton by Agency Systems. (This page is currently in progress, and will be updated regularly.)
Click here to search for a specific page.
Installation
- Workstation Installation Instructions
- Ajasent Hosting
- Backup Information
- Subscription Code
- Troubleshooting Errors
Newton Interface Overview
- Main Menu and Tab Navigation
- User Dashboard Tab
- Client Tab
- Policy Dashboard
- Policy & Billing
- Company Tab
- Vendor Tab
- Management Tab
Setup Profiles
- Agency Profile
- Bank Profile
- Class Profile
- Client Profile
- Company Profile
- Department Profile
- General Ledger Profile
- Producer Profile (Users)
- Transaction Profile
- Vendor Profile
- Newton Add-on Reports
Client
- Find a Client or Prospect
- Find a Client by Policy Number
- Find an Agent by Named Insured
- Client Tab
- Client: Create a Client or Prospect
- Client: Edit a Client
- Client: Contacts (Create, Edit, or Delete)
- Client: Related Clients (Cross-Reference)
- Client: User Code, Territory, and Source of Business Profile
- Client: Delete a Client
- Client: Recover a Deleted Client
Policy
- Policy: Endorse A Policy
- Policy: Renew A Policy
- Policy: Cancel A Policy
- Policy: Reinstate A Policy
- Policy: Rewrite A Policy
- Policy: Insert An Audit Transaction Or Prior Term Endorsement
- Policy: Convert A Quote To A Policy
- Policy: Change A Policy Number
- Policy: Move A Policy To Another Client
- Category: Policy Tasks
