Client Tab

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Ic description black 24dp.png Newton User Guide: Client
Ic info black 24dp.png Required Software Version: March 2017
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This page provides an overview of the Client Tab that displays when a customer is loaded from the User Dashboard Tab, or through the Client Keyword Search, Policy Keyword Search, or Named Insured Keyword Search.

The Main Menu, User Dashboard Tab, Client Tab, Policy Dashboard, Policy & Billing, Company Tab, Vendor Tab, and Management Tab are the primary interfaces and dashboards within Newton.


Contents

Find a Client

A Client Tab is created by using one of the following methods

Multiple client tabs can be opened at the same time, similar to tabs in a browser. When an operator is finished with a client, the client tab can be closed entirely.

Clienttab-full.png

Client Keyword Search

Client Keyword Search

Ic info black 24dp.png See: Client Keyword Search for more information.

  1. From the Main Menu, select Find Client or press <F3> to open the Client Keyword Search.
    Newton-mainmenu-lcrop.png
  2. Enter the search text and press <Enter> or select Search to list any matches.
  3. Left-Click to view additional information for the client, or press the <Up Arrow> and <Down Arrow> to scroll through the list.
  4. Double-click to load the desired result, or press <Enter> if selected.
  5. A Client Tab will be created for the selected client.
  6. Multiple client tabs can be opened at the same time, similar to tabs in a browser.
  7. When a task is completed, select Exit or the 'X' on the Client Tab to close the client file.

Policy Keyword Search

Enhanced Policy Keyword Search

Ic info black 24dp.png See: Policy Keyword Search for more information.

  1. From the Main Menu, select Find Policy or press <Shift + F3> to open the Policy Keyword Search.
    Newton-mainmenu-lcrop.png
  2. Enter the search text and press <Enter> or select Search to list any matches.
  3. The Policy Keyword Search displays possible matches while the policy number is entered, and can even locate partial policy numbers and close matches.
    Policy-keyword-suggestions.png
  4. Left-Click to view additional information for the policy, or press the <Up Arrow> and <Down Arrow> to scroll through the list.
  5. Double-click to load the desired result, select Load Client, or press <Enter> if selected.
  6. A Client Tab will be created for the selected client.
    Optionally select Load Policy to create both the Client Tab and automatically load the Policy Dashboard.
  7. Multiple client tabs can be opened at the same time, similar to tabs in a browser.
  8. When a task is completed, select Exit or the 'X' on the Client Tab to close the client file.

Named Insured Keyword Search

Clients who are saved as agents (broker billed) can also be found by Named Insured. Like the Client Keyword Search, the Named Insured Keyword Search displays possible matches as each character is entered.

The Named Insured Keyword Search button is only visible for agencies configured as General Agencies, or if the option to always show the named insured is enabled.

When a search term is entered, the Named Insured Keyword Search automatically includes matches for a number of fields, such as the phone number.

  1. From the Main Menu, select Find Insured or press <CTRL + F3> to open the Named INsured Keyword Search.
    Newton-mainmenu-lcrop.png
  2. Enter the search text and press <Enter> or select Search to list any matches.
  3. Left-Click to view additional information for the insured, or press the <Up Arrow> and <Down Arrow> to scroll through the list.
    Insured-keyword.png
  4. Double-click to load the desired result, or press <Enter> if selected.
  5. A Client Tab will be created for the selected insured, and the insured filter automatically applied to a number data sections.
  6. Multiple client tabs can be opened at the same time, similar to tabs in a browser.
  7. When a task is completed, select Exit or the 'X' on the Client Tab to close the client file.

Find a Client by Number

The Client Keyword Search is the primary method for loading clients, however a client can also be found by entering the client number. From the main menu select Client -> Add Tab to create a new empty tab. Enter the client number in the client selection drop-down box and press <Enter> or <TAB> when finished.

By default, inactive clients are not included in the drop-down list. To load an inactive client by number, first select the "Include Inactive Clients" check box.

Clienttab-summarypanel-inactive.png

Create a Client

To enter a new client or prospect into Newton, you should always search existing clients first to avoid creating duplicates. Remember to include inactive clients.

Ic info black 24dp.png For more information, see: Client Profile.

Client Tab Interface

The client tab contains client information such as contact numbers and client type, and data tabs for different data types. The client sub-tabs are Client Dashboard, Accounting, Forms, Download, History, and Invoices.

The main menu is not specific to the Client Tab, displayed at the top of the Newton window.

Newton-mainmenu.png

Ic info black 24dp.png See: Main Menu and Tab Navigation for more information.

Client Tab: Summary Panel

The client summary panel is below the main menu. The summary panel includes the client selection drop-down box, and client details.

Clienttab-summarypanel.png

Client Details


Clienttab-summarypanel-icons.png

Action Icons
  • Edit: Edit Client - Edits the current Client Profile.
  • Contact Card: Contact List - Lists contacts for the current client in a window.
  • Globe: View Website - Opens the customer website in a browser.
  • Printer: Dymo - Send customer address to a Dymo label printer.
  • Street Sign: View Map - Opens a map to the customer address in a browser.
  • House: Reload Tab - Clears any filters and sub-tabs and reloads the current client tab.
  • Up Arrow: Pop Out Tab - Opens the current tab as a window. Select again to reload the client window as a client tab.
  • Exit: Exit Tab - Closes the current tab.

Client Tab: Client Dashboard

After searching for and loading a client, the Client Dashboard Tab is displayed below the Summary Panel.

Clienttab-dashboard-toolbar.png


Ic info black 24dp.png For more information, see: Client Tab: Client Dashboard.

Client Tab: Accounting

See Newton Release Notes: Client Tab - Accounting.

Client Tab: Forms

Ic info black 24dp.png See Forms for more information.

Client Tab: Download

After searching for and loading a client, select the Download tab displayed below the Summary Panel.

Client-download-toolbar.png

Ic info black 24dp.png For more information, see: Client Tab: Download

Frequently Asked Questions (FAQ)