http://wiki.agencysystems.com/api.php?action=feedcontributions&user=Brutledge&feedformat=atomAgency Systems Wiki - User contributions [en]2024-03-29T07:37:57ZUser contributionsMediaWiki 1.33.1http://wiki.agencysystems.com/index.php?title=Files&diff=6690Files2021-12-06T20:45:08Z<p>Brutledge: /* Newton Add-on Reports */</p>
<hr />
<div>[[Category:Technical]]<br />
== Builds ==<br />
<br />
=== Current ===<br />
<br />
==== MariaDB Version ====<br />
<br />
===== Latest =====<br />
Conversion Build 9324 | [http://files.agencysystems.com/support/Builds/setup9324.zip Zip File]<br />
<br />
Maria Update Build 9324 | [http://files.agencysystems.com/support/Builds/setup9324m.zip Zip File]<br />
<br />
===== Prior =====<br />
Conversion Build 9323 | [http://files.agencysystems.com/support/Builds/setup9323.zip Zip File]<br />
<br />
Maria Update Build 9323 | [http://files.agencysystems.com/support/Builds/setup9323m.zip Zip File]<br />
<br />
Conversion Build 9319 | [http://files.agencysystems.com/support/Builds/setup9319.zip Zip File]<br />
<br />
Maria Update Build 9319 | [http://files.agencysystems.com/support/Builds/setup9319m.zip Zip File]<br />
<br />
==== Pervasive Versions ====<br />
===== Final Pervasive Build =====<br />
Newton Server Update Build 9068 | [http://files.agencysystems.com/support/Builds/newton9068.zip Zip File]<br />
<br />
InstEd.CAB | [http://files.agencysystems.com/support/Builds/InstEd.cab CAB File]<br />
<br />
Troubleshoot Installs | [http://files.agencysystems.com/support/send/NewNewton.exe exe File] | [http://files.agencysystems.com/support/send/NewNewton.zip Zip File]<br />
<br />
=== Older ===<br />
<br />
<br />
==== 8822 ====<br />
Newton Server Update Build 8822 | [http://files.agencysystems.com/support/Builds/newton8822.zip Zip File]<br />
<br />
==== Fileutil 8822 ====<br />
Fileutil 8822 | [http://files.agencysystems.com/support/Utilities/fileutil8822.zip ZIP HTTP Direct]<br />
<br />
== MariaDB ==<br />
Maria Server, 64 Bit | [http://files.agencysystems.com/support/MariaDBDist/mariadb-10.3.24-winx64.msi HTTP Direct]<br />
<br />
Maria Server, 32 Bit | [http://files.agencysystems.com/support/MariaDBDist/mariadb-10.3.24-win32.msi HTTP Direct]<br />
<br />
Maria ODBC 3.1.11 | [http://files.agencysystems.com/support/MariaDBDist/mariadb-connector32-3-1-11.msi HTTP Direct]<br />
<br />
Maria ODBC 3.0.9 '''For Windows 7 Only''' | [http://files.agencysystems.com/support/MariaDBDist/mariadb-connector-odbc-3.0.9-win32.msi HTTP Direct]<br />
<br />
== Pervasive ==<br />
Pervasive System Analyzer | [https://www.dropbox.com/s/gsa7mxceu6kl4gw/PSA.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSA.exe HTTP Direct]<br />
<br />
==== Pervasive v12.01 ====<br />
Pervasive v12 Client | [https://www.dropbox.com/s/h8vckojezj3cu03/PSQL12.00-Client.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.00-Client.exe HTTP Direct]<br />
:Pervasive v12.01.066 Patch Client | [https://www.dropbox.com/s/upppuopzg78qt8g/PSQL12.01.066-Patch-Client.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.01.066-Patch-Client.exe HTTP Direct]<br />
<br />
Pervasive v12 Server | [https://www.dropbox.com/s/m6b4oztbd7sz24n/PSQL12.00-Server.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.00-Server.exe HTTP Direct]<br />
:Pervasive v12.01.066 Patch Server | [https://www.dropbox.com/s/oirkn4vf57u7813/PSQL12.01.066-Patch-Server.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.01.066-Patch-Server.exe HTTP Direct]<br />
<br />
Pervasive v12 WGE | [https://www.dropbox.com/s/ejca532gkm4edbf/PSQL12.00-WGE.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.00-WGE.exe HTTP Direct]<br />
:Pervasive v12.01.066 Patch WGE | [https://www.dropbox.com/s/9r3ht9dqprpdyr3/PSQL12.01.066-Patch-WGE.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.01.066-Patch-WGE.exe HTTP Direct]<br />
<br />
==== Pervasive v11.3 ====<br />
Pervasive v11.3 Client | [https://www.dropbox.com/s/uaa871dvo3ubug1/PSQL11.3Client32.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL11.3Client32.exe HTTP Direct]<br />
<br />
Pervasive v11.3 Server | [https://www.dropbox.com/s/uarsiurc6em2ufx/PSQL11.3Server32.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL11.3Server32.exe HTTP Direct]<br />
<br />
Pervasive v11.3 WGE | [https://www.dropbox.com/s/aplg6ugxjdubgbf/PSQL11.3WGE.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL11.3WGE.exe HTTP Direct]<br />
<br />
==== Pervasive v10.31 ====<br />
Pervasive v10.3 Client | [http://files.agencysystems.com/support/Pervasive/PSQL10.30-Client32.exe HTTP Direct]<br />
:Pervasive v10.31.045 Patch Client | [http://files.agencysystems.com/support/Pervasive/PSQL10.31.045-Patch-Client32.msp HTTP Direct]<br />
<br />
Pervasive v10.3 Server | [http://files.agencysystems.com/support/Pervasive/PSQL10.30-Server32.exe HTTP Direct]<br />
:Pervasive v10.31.045 Patch Server | [http://files.agencysystems.com/support/Pervasive/PSQL10.31.045-Patch-Server32.msp HTTP Direct]<br />
<br />
Pervasive v10.3 WGE | [http://files.agencysystems.com/support/Pervasive/PSQL10.30-WGE32.exe HTTP Direct]<br />
:Pervasive v10.31.045 Patch WGE | [http://files.agencysystems.com/support/Pervasive/PSQL10.31.045-Patch-WGE32.msp HTTP Direct]<br />
<br />
== Transfer Manager ==<br />
Transfer Manager 4.1.0 | [https://www.dropbox.com/s/yit1asg9f5ppe9v/IVANSTMNET4.1.0.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/IVANSTMNET4.1.0.exe HTTP Direct] | [https://www.ivansinsurance.com/en-us/transfer-manager/ IVANS website]<br />
<br />
Transfer Manager Config 2015 | [https://www.dropbox.com/s/dm6m1sisdrfx5at/tmconfig2015.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/tmconfig2015.exe HTTP Direct]<br />
<br />
Transfer Manager Activity DL | [https://www.dropbox.com/s/h8ylmucd8zhpoou/TM-activitydl.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/TM-activitydl.zip HTTP Direct] | G_fEnableAcordXML=1<br />
<br />
Transfer Manager Claims DL | [http://files.agencysystems.com/support/Transfer%20Manager/TM-claimdl.tmc HTTP Direct]<br />
<br />
== Utilities ==<br />
==== FileZilla ====<br />
FileZilla | [http://files.agencysystems.com/support/send/filezilla.zip HTTP Direct]<br />
<br />
==== Change DDF ====<br />
ChangeDDFv1 | [https://www.dropbox.com/s/6f4x9xsk6sj288r/changeddfv1.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Utilities/changeddfv1.exe HTTP Direct]<br />
<br />
==== IE Reg File ====<br />
IE Reg File | [http://files.agencysystems.com/support/send/IE.reg HTTP Direct] | [http://files.agencysystems.com/support/send/IE.zip Zipped]<br />
<br />
==== MID Utility ====<br />
D25 | [http://files.agencysystems.com/support/send/d25.exe EXE HTTP Direct] | [http://files.agencysystems.com/support/send/d25.zip ZIP HTTP Direct]<br />
<br />
==== Miscellaneous Utilities ====<br />
Utility | [http://files.agencysystems.com/support/send/newutil.exe EXE HTTP Direct] | [http://files.agencysystems.com/support/send/newutil.zip ZIP HTTP Direct]<br />
<br />
DDFCorrection | [https://files.agencysystems.com/support/send/ddfdump.exe HTTP Direct]<br />
<br />
==== DB Check ====<br />
DBCheck | [https://www.dropbox.com/s/je6cqodvfjsp9ly/DBCheck.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Utilities/DBCheck.exe HTTP Direct]<br />
:The database checker will read all our data files on an ongoing basis. It first tries to read the file forwards, and then reads it backwards. It outputs all the information to bcheck.log. Once the utility is complete you may then search for the word “error” in the bcheck.log.<br />
<br />
==== Empfiles.ndx ====<br />
Configuration files pre-configured with drive letters for local program files. Backup and replace empfiles.ndx and update '''dserver''' and '''sqlname''' entries. <br />
<br />
ts-ndx-i.zip | [https://www.dropbox.com/s/eqj68qiyzlzw9bw/ts-ndx-i.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-i.zip HTTP Direct]<br />
<br />
ts-ndx-n.zip | [https://www.dropbox.com/s/blze5ccad5dicn9/ts-ndx-n.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-n.zip HTTP Direct]<br />
<br />
ts-ndx-p.zip | [https://www.dropbox.com/s/xbmzz1eys28ma84/ts-ndx-p.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-p.zip HTTP Direct]<br />
<br />
ts-ndx-r.zip | [https://www.dropbox.com/s/x3p0b0v0468ze21/ts-ndx-r.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-r.zip HTTP Direct]<br />
<br />
ts-ndx-s.zip | [https://www.dropbox.com/s/p7uoml9q9r9qr8i/ts-ndx-s.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-s.zip HTTP Direct]<br />
<br />
==== Newton Add-on Reports ====<br />
Newton Add-on Reports (12-06-2021) [Pervasive] | [http://files.agencysystems.com/support/Utilities/MiscRpt.exe HTTP Direct]<br />
<br />
Newton Add-on Reports (12-03-2021) [MariaDB] | [http://files.agencysystems.com/support/mdbutil/MiscRpt.exe HTTP Direct]<br />
<br />
==== Newton Toolbox ====<br />
Newton Toolbox (01/10/2020) | [http://files.agencysystems.com/support/Utilities/newtontoolbox.20200110.exe HTTP Direct Self extracting EXE] | [http://files.agencysystems.com/support/Utilities/newtontoolbox.20200110.zip HTTP Direct Zip Archive]<br />
:beginbalances.exe (03/04/2020) | [http://files.agencysystems.com/support/Utilities/beginbalances.exe HTTP Direct]<br />
:copytable.exe<br />
:DataRecovery.exe (5/10/2021) | [http://files.agencysystems.com/support/send/DataRecovery.exe HTTP Direct]<br />
:DBCheck.exe | [http://files.agencysystems.com/support/Utilities/DBCheck.exe HTTP Direct]<br />
:fixjckw.exe | [http://files.agencysystems.com/support/Utilities/fixjckw.exe HTTP Direct]<br />
:grpcsr.exe (11/13/2018) | [http://files.agencysystems.com/support/Utilities/grpcsr.exe HTTP Direct]<br />
:MiscRpt.exe - Newton Add-on Reports (01/26/2021) | [http://files.agencysystems.com/support/Utilities/MiscRpt.exe HTTP Direct]<br />
:misspol.exe | [http://files.agencysystems.com/support/send/misspol.exe EXE HTTP Direct]<br />
:misspol.zip | [http://files.agencysystems.com/support/send/misspol.zip ZIP HTTP Direct]<br />
:NewtonUtilities.exe (06/22/2021 PV) | [http://files.agencysystems.com/support/Utilities/NewtonUtilities.exe Pervasive Version] <br />
:NewtonUtilities.exe (10/21/2021 MDB) | [http://files.agencysystems.com/support/mdbutil/NewtonUtilities.exe MDB Version] <br />
:Rebuild95.exe | [http://files.agencysystems.com/support/Utilities/Rebuild95.exe HTTP Direct]<br />
:ReAssign.exe (03/30/21) | [http://files.agencysystems.com/support/Utilities/ReAssign.exe HTTP Direct]<br />
<br />
==== Rebuild 9.5 ====<br />
Rebuild files to 9.5 Format | [https://www.dropbox.com/s/cjo1taa4qzjj3ev/Rebuild95.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Utilities/Rebuild95.exe HTTP Direct]<br />
:Before running, change the pervasive engine file format version and restart services.<br />
<br />
==== Shortcut Icon ====<br />
Under certain networking conditions in a workgroup environment, network locations are not always immediately available at login or after a workstation restarts. Since the Agency Systems icon is populated from the network drive, the Agency Systems desktop shortcut may display empty artwork under these conditions.<br />
<br />
Use the steps below to bypass this issue by saving a local version of the Newton icon. Modifying the shortcut requires admin rights unless an Agency Systems shortcut is created on the user desktop instead of the default location, the Public Desktop. <br />
<br />
;Modify the Agency Systems Desktop Shortcut<br />
#Save the icon file below to a folder on the workstation's local hard drive, such as <tt>C:\EmpireLocal\</tt> or <tt>C:\Users\Public\Public Documents\</tt>. (A folder available to all users is recommended.)<br />
#:[http://files.agencysystems.com/support/Utilities/Newton24.ico Newton24.ico] - (Right-click -> Save Link / Target As)<br />
#'''Right-Click''' on the Agency Systems shortcut and select '''Properties'''.<br />
#Select the '''Shortcut''' tab -> '''Change Icon...''' -> '''Browse''' -> Select the saved file -> Select '''Open'''.<br />
#Select '''Ok''' -> '''Ok'''.<br />
#The shortcut will now display the correct icon.</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Files&diff=6680Files2021-11-18T19:14:49Z<p>Brutledge: /* Transfer Manager */</p>
<hr />
<div>[[Category:Technical]]<br />
== Builds ==<br />
<br />
=== Current ===<br />
<br />
==== MariaDB Version ====<br />
<br />
===== Latest =====<br />
Conversion Build 9317 | [http://files.agencysystems.com/support/Builds/setup9317.zip Zip File]<br />
<br />
Maria Update Build 9317 | [http://files.agencysystems.com/support/Builds/setup9317m.zip Zip File]<br />
<br />
===== Prior =====<br />
Conversion Build 9306 | [http://files.agencysystems.com/support/Builds/setup9306.zip Zip File]<br />
<br />
Maria Update Build 9306 | [http://files.agencysystems.com/support/Builds/setup9306m.zip Zip File]<br />
<br />
Conversion Build 9258 | [http://files.agencysystems.com/support/Builds/setup9258.zip Zip File]<br />
<br />
Maria Update Build 9298 | [http://files.agencysystems.com/support/Builds/setup9298m.zip Zip File]<br />
<br />
==== Pervasive Versions ====<br />
===== Final Pervasive Build =====<br />
Newton Server Update Build 9068 | [http://files.agencysystems.com/support/Builds/newton9068.zip Zip File]<br />
<br />
InstEd.CAB | [http://files.agencysystems.com/support/Builds/InstEd.cab CAB File]<br />
<br />
Troubleshoot Installs | [http://files.agencysystems.com/support/send/NewNewton.exe exe File] | [http://files.agencysystems.com/support/send/NewNewton.zip Zip File]<br />
<br />
=== Older ===<br />
<br />
<br />
==== 8822 ====<br />
Newton Server Update Build 8822 | [http://files.agencysystems.com/support/Builds/newton8822.zip Zip File]<br />
<br />
==== Fileutil 8822 ====<br />
Fileutil 8822 | [http://files.agencysystems.com/support/Utilities/fileutil8822.zip ZIP HTTP Direct]<br />
<br />
== MariaDB ==<br />
Maria Server, 64 Bit | [http://files.agencysystems.com/support/MariaDBDist/mariadb-10.3.24-winx64.msi HTTP Direct]<br />
<br />
Maria Server, 32 Bit | [http://files.agencysystems.com/support/MariaDBDist/mariadb-10.3.24-win32.msi HTTP Direct]<br />
<br />
Maria ODBC 3.1.11 | [http://files.agencysystems.com/support/MariaDBDist/mariadb-connector32-3-1-11.msi HTTP Direct]<br />
<br />
Maria ODBC 3.0.9 '''For Windows 7 Only''' | [http://files.agencysystems.com/support/MariaDBDist/mariadb-connector-odbc-3.0.9-win32.msi HTTP Direct]<br />
<br />
== Pervasive ==<br />
Pervasive System Analyzer | [https://www.dropbox.com/s/gsa7mxceu6kl4gw/PSA.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSA.exe HTTP Direct]<br />
<br />
==== Pervasive v12.01 ====<br />
Pervasive v12 Client | [https://www.dropbox.com/s/h8vckojezj3cu03/PSQL12.00-Client.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.00-Client.exe HTTP Direct]<br />
:Pervasive v12.01.066 Patch Client | [https://www.dropbox.com/s/upppuopzg78qt8g/PSQL12.01.066-Patch-Client.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.01.066-Patch-Client.exe HTTP Direct]<br />
<br />
Pervasive v12 Server | [https://www.dropbox.com/s/m6b4oztbd7sz24n/PSQL12.00-Server.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.00-Server.exe HTTP Direct]<br />
:Pervasive v12.01.066 Patch Server | [https://www.dropbox.com/s/oirkn4vf57u7813/PSQL12.01.066-Patch-Server.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.01.066-Patch-Server.exe HTTP Direct]<br />
<br />
Pervasive v12 WGE | [https://www.dropbox.com/s/ejca532gkm4edbf/PSQL12.00-WGE.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.00-WGE.exe HTTP Direct]<br />
:Pervasive v12.01.066 Patch WGE | [https://www.dropbox.com/s/9r3ht9dqprpdyr3/PSQL12.01.066-Patch-WGE.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.01.066-Patch-WGE.exe HTTP Direct]<br />
<br />
==== Pervasive v11.3 ====<br />
Pervasive v11.3 Client | [https://www.dropbox.com/s/uaa871dvo3ubug1/PSQL11.3Client32.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL11.3Client32.exe HTTP Direct]<br />
<br />
Pervasive v11.3 Server | [https://www.dropbox.com/s/uarsiurc6em2ufx/PSQL11.3Server32.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL11.3Server32.exe HTTP Direct]<br />
<br />
Pervasive v11.3 WGE | [https://www.dropbox.com/s/aplg6ugxjdubgbf/PSQL11.3WGE.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL11.3WGE.exe HTTP Direct]<br />
<br />
==== Pervasive v10.31 ====<br />
Pervasive v10.3 Client | [http://files.agencysystems.com/support/Pervasive/PSQL10.30-Client32.exe HTTP Direct]<br />
:Pervasive v10.31.045 Patch Client | [http://files.agencysystems.com/support/Pervasive/PSQL10.31.045-Patch-Client32.msp HTTP Direct]<br />
<br />
Pervasive v10.3 Server | [http://files.agencysystems.com/support/Pervasive/PSQL10.30-Server32.exe HTTP Direct]<br />
:Pervasive v10.31.045 Patch Server | [http://files.agencysystems.com/support/Pervasive/PSQL10.31.045-Patch-Server32.msp HTTP Direct]<br />
<br />
Pervasive v10.3 WGE | [http://files.agencysystems.com/support/Pervasive/PSQL10.30-WGE32.exe HTTP Direct]<br />
:Pervasive v10.31.045 Patch WGE | [http://files.agencysystems.com/support/Pervasive/PSQL10.31.045-Patch-WGE32.msp HTTP Direct]<br />
<br />
== Transfer Manager ==<br />
Transfer Manager 4.1.0 | [https://www.dropbox.com/s/yit1asg9f5ppe9v/IVANSTMNET4.1.0.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/IVANSTMNET4.1.0.exe HTTP Direct] | [https://www.ivansinsurance.com/en-us/transfer-manager/ IVANS website]<br />
<br />
Transfer Manager Config 2015 | [https://www.dropbox.com/s/dm6m1sisdrfx5at/tmconfig2015.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/tmconfig2015.exe HTTP Direct]<br />
<br />
Transfer Manager Activity DL | [https://www.dropbox.com/s/h8ylmucd8zhpoou/TM-activitydl.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/TM-activitydl.zip HTTP Direct] | G_fEnableAcordXML=1<br />
<br />
Transfer Manager Claims DL | [http://files.agencysystems.com/support/Transfer%20Manager/TM-claimdl.tmc HTTP Direct]<br />
<br />
== Utilities ==<br />
==== FileZilla ====<br />
FileZilla | [http://files.agencysystems.com/support/send/filezilla.zip HTTP Direct]<br />
<br />
==== Change DDF ====<br />
ChangeDDFv1 | [https://www.dropbox.com/s/6f4x9xsk6sj288r/changeddfv1.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Utilities/changeddfv1.exe HTTP Direct]<br />
<br />
==== IE Reg File ====<br />
IE Reg File | [http://files.agencysystems.com/support/send/IE.reg HTTP Direct] | [http://files.agencysystems.com/support/send/IE.zip Zipped]<br />
<br />
==== MID Utility ====<br />
D25 | [http://files.agencysystems.com/support/send/d25.exe EXE HTTP Direct] | [http://files.agencysystems.com/support/send/d25.zip ZIP HTTP Direct]<br />
<br />
==== Miscellaneous Utilities ====<br />
Utility | [http://files.agencysystems.com/support/send/newutil.exe EXE HTTP Direct] | [http://files.agencysystems.com/support/send/newutil.zip ZIP HTTP Direct]<br />
<br />
DDFCorrection | [https://files.agencysystems.com/support/send/ddfdump.exe HTTP Direct]<br />
<br />
==== DB Check ====<br />
DBCheck | [https://www.dropbox.com/s/je6cqodvfjsp9ly/DBCheck.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Utilities/DBCheck.exe HTTP Direct]<br />
:The database checker will read all our data files on an ongoing basis. It first tries to read the file forwards, and then reads it backwards. It outputs all the information to bcheck.log. Once the utility is complete you may then search for the word “error” in the bcheck.log.<br />
<br />
==== Empfiles.ndx ====<br />
Configuration files pre-configured with drive letters for local program files. Backup and replace empfiles.ndx and update '''dserver''' and '''sqlname''' entries. <br />
<br />
ts-ndx-i.zip | [https://www.dropbox.com/s/eqj68qiyzlzw9bw/ts-ndx-i.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-i.zip HTTP Direct]<br />
<br />
ts-ndx-n.zip | [https://www.dropbox.com/s/blze5ccad5dicn9/ts-ndx-n.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-n.zip HTTP Direct]<br />
<br />
ts-ndx-p.zip | [https://www.dropbox.com/s/xbmzz1eys28ma84/ts-ndx-p.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-p.zip HTTP Direct]<br />
<br />
ts-ndx-r.zip | [https://www.dropbox.com/s/x3p0b0v0468ze21/ts-ndx-r.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-r.zip HTTP Direct]<br />
<br />
ts-ndx-s.zip | [https://www.dropbox.com/s/p7uoml9q9r9qr8i/ts-ndx-s.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-s.zip HTTP Direct]<br />
<br />
==== Newton Add-on Reports ====<br />
Newton Add-on Reports (08-11-2019) | [http://files.agencysystems.com/support/Utilities/MiscRpt.exe HTTP Direct]<br />
<br />
==== Newton Toolbox ====<br />
Newton Toolbox (01/10/2020) | [http://files.agencysystems.com/support/Utilities/newtontoolbox.20200110.exe HTTP Direct Self extracting EXE] | [http://files.agencysystems.com/support/Utilities/newtontoolbox.20200110.zip HTTP Direct Zip Archive]<br />
:beginbalances.exe (03/04/2020) | [http://files.agencysystems.com/support/Utilities/beginbalances.exe HTTP Direct]<br />
:copytable.exe<br />
:DataRecovery.exe (5/10/2021) | [http://files.agencysystems.com/support/send/DataRecovery.exe HTTP Direct]<br />
:DBCheck.exe | [http://files.agencysystems.com/support/Utilities/DBCheck.exe HTTP Direct]<br />
:fixjckw.exe | [http://files.agencysystems.com/support/Utilities/fixjckw.exe HTTP Direct]<br />
:grpcsr.exe (11/13/2018) | [http://files.agencysystems.com/support/Utilities/grpcsr.exe HTTP Direct]<br />
:MiscRpt.exe - Newton Add-on Reports (01/26/2021) | [http://files.agencysystems.com/support/Utilities/MiscRpt.exe HTTP Direct]<br />
:misspol.exe | [http://files.agencysystems.com/support/send/misspol.exe EXE HTTP Direct]<br />
:misspol.zip | [http://files.agencysystems.com/support/send/misspol.zip ZIP HTTP Direct]<br />
:NewtonUtilities.exe (06/22/2021 PV) | [http://files.agencysystems.com/support/Utilities/NewtonUtilities.exe Pervasive Version] <br />
:NewtonUtilities.exe (10/21/2021 MDB) | [http://files.agencysystems.com/support/mdbutil/NewtonUtilities.exe MDB Version] <br />
:Rebuild95.exe | [http://files.agencysystems.com/support/Utilities/Rebuild95.exe HTTP Direct]<br />
:ReAssign.exe (03/30/21) | [http://files.agencysystems.com/support/Utilities/ReAssign.exe HTTP Direct]<br />
<br />
==== Rebuild 9.5 ====<br />
Rebuild files to 9.5 Format | [https://www.dropbox.com/s/cjo1taa4qzjj3ev/Rebuild95.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Utilities/Rebuild95.exe HTTP Direct]<br />
:Before running, change the pervasive engine file format version and restart services.<br />
<br />
==== Shortcut Icon ====<br />
Under certain networking conditions in a workgroup environment, network locations are not always immediately available at login or after a workstation restarts. Since the Agency Systems icon is populated from the network drive, the Agency Systems desktop shortcut may display empty artwork under these conditions.<br />
<br />
Use the steps below to bypass this issue by saving a local version of the Newton icon. Modifying the shortcut requires admin rights unless an Agency Systems shortcut is created on the user desktop instead of the default location, the Public Desktop. <br />
<br />
;Modify the Agency Systems Desktop Shortcut<br />
#Save the icon file below to a folder on the workstation's local hard drive, such as <tt>C:\EmpireLocal\</tt> or <tt>C:\Users\Public\Public Documents\</tt>. (A folder available to all users is recommended.)<br />
#:[http://files.agencysystems.com/support/Utilities/Newton24.ico Newton24.ico] - (Right-click -> Save Link / Target As)<br />
#'''Right-Click''' on the Agency Systems shortcut and select '''Properties'''.<br />
#Select the '''Shortcut''' tab -> '''Change Icon...''' -> '''Browse''' -> Select the saved file -> Select '''Open'''.<br />
#Select '''Ok''' -> '''Ok'''.<br />
#The shortcut will now display the correct icon.</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Restore_Agency_System_Icon_to_Desktop&diff=6628Restore Agency System Icon to Desktop2021-08-12T20:27:27Z<p>Brutledge: </p>
<hr />
<div>Here are steps to get your Agency Systems icon added back to your desktop.<br />
<br />
== Restoring the icon ==<br />
<br />
Step 1: Click to open the '''file explorer''' icon.<br />
:[[File:Step1new.jpg]]<br />
Step 2: Select '''This PC''' then select your drive, generally S: and it will say '''APPS''' or '''ASAPPS'''.<br />
:[[File:Step2new.jpg]]<br />
Step 3: Double click '''EMPIRE''' folder<br />
:[[File:Step3new.jpg]]<br />
Step 4: Double click '''PROGRAMS''' folder<br />
:[[File:Step4new.jpg]]<br />
Step 5: Right click '''nempmain.exe''' and select '''Send to''' then '''Desktop (create shortcut)'''<br />
:[[File:Step5new.jpg]]<br />
Step 6 (optional): You can right click on this to rename to whatever you want. '''Agency Systems''' is the default name.<br />
:[[File:Step6.jpg]]<br />
<br />
== Contact Support for additional help ==<br />
<br />
Email: Support@agencysystems.com<br />
<br />
Phone: 979-260-9702</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Restore_Agency_System_Icon_to_Desktop&diff=6627Restore Agency System Icon to Desktop2021-08-12T20:26:56Z<p>Brutledge: </p>
<hr />
<div>Here are steps to get your Agency Systems icon added back to your desktop.<br />
<br />
== Restore Agency System icon to Desktop ==<br />
<br />
Step 1: Click to open the '''file explorer''' icon.<br />
:[[File:Step1new.jpg]]<br />
Step 2: Select '''This PC''' then select your drive, generally S: and it will say '''APPS''' or '''ASAPPS'''.<br />
:[[File:Step2new.jpg]]<br />
Step 3: Double click '''EMPIRE''' folder<br />
:[[File:Step3new.jpg]]<br />
Step 4: Double click '''PROGRAMS''' folder<br />
:[[File:Step4new.jpg]]<br />
Step 5: Right click '''nempmain.exe''' and select '''Send to''' then '''Desktop (create shortcut)'''<br />
:[[File:Step5new.jpg]]<br />
Step 6 (optional): You can right click on this to rename to whatever you want. '''Agency Systems''' is the default name.<br />
:[[File:Step6.jpg]]<br />
<br />
== Contact Support for additional help ==<br />
<br />
Email: Support@agencysystems.com<br />
<br />
Phone: 979-260-9702</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Restore_Agency_System_Icon_to_Desktop&diff=6626Restore Agency System Icon to Desktop2021-08-12T20:16:38Z<p>Brutledge: Created page with "Oh no, you lost your Agency System's Icon! We are here to help! Here are some steps to resolve your issue. == Restore the icon yourself == Step 1: Click to open the '''file..."</p>
<hr />
<div>Oh no, you lost your Agency System's Icon! We are here to help!<br />
<br />
Here are some steps to resolve your issue.<br />
<br />
== Restore the icon yourself ==<br />
Step 1: Click to open the '''file explorer''' icon.<br />
:[[File:Step1new.jpg]]<br />
Step 2: Select '''This PC''' then select your drive, generally S: and it will say '''APPS''' or '''ASAPPS'''.<br />
:[[File:Step2new.jpg]]<br />
Step 3: Double click '''EMPIRE''' folder<br />
:[[File:Step3new.jpg]]<br />
Step 4: Double click '''PROGRAMS''' folder<br />
:[[File:Step4new.jpg]]<br />
Step 5: Right click '''nempmain.exe''' and select '''Send to''' then '''Desktop (create shortcut)'''<br />
:[[File:Step5new.jpg]]<br />
Step 6 (optional): Congratulations you have added the icon to your desktop! You can right click on this to rename to whatever you want. '''Agency Systems''' is the default.<br />
:[[File:Step6.jpg]]<br />
<br />
== Contact Support for additional help ==<br />
<br />
Email: Support@agencysystems.com<br />
<br />
Phone: 979-260-9702</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Step5new.jpg&diff=6625File:Step5new.jpg2021-08-12T20:05:42Z<p>Brutledge: </p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Step4new.jpg&diff=6624File:Step4new.jpg2021-08-12T20:05:35Z<p>Brutledge: </p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Step3new.jpg&diff=6623File:Step3new.jpg2021-08-12T20:05:26Z<p>Brutledge: </p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Step2new.jpg&diff=6622File:Step2new.jpg2021-08-12T20:05:17Z<p>Brutledge: </p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Step1new.jpg&diff=6621File:Step1new.jpg2021-08-12T20:05:04Z<p>Brutledge: </p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Step6.jpg&diff=6620File:Step6.jpg2021-08-12T19:38:02Z<p>Brutledge: </p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Step5.jpg&diff=6619File:Step5.jpg2021-08-12T19:37:55Z<p>Brutledge: </p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Step4.jpg&diff=6618File:Step4.jpg2021-08-12T19:37:50Z<p>Brutledge: </p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Step3.jpg&diff=6617File:Step3.jpg2021-08-12T19:37:45Z<p>Brutledge: </p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Step2.jpg&diff=6616File:Step2.jpg2021-08-12T19:37:39Z<p>Brutledge: </p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Step1.jpg&diff=6615File:Step1.jpg2021-08-12T19:37:23Z<p>Brutledge: </p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Files&diff=6610Files2021-08-03T19:08:49Z<p>Brutledge: </p>
<hr />
<div>[[Category:Technical]]<br />
== Builds ==<br />
<br />
=== Beta ===<br />
<br />
==== MariaDB Version ====<br />
Conversion Build 9207 | [http://files.agencysystems.com/support/Builds/setup9207.zip Zip File]<br />
<br />
Maria Update Build 9207 | [http://files.agencysystems.com/support/Builds/setup9207m.zip Zip File]<br />
<br />
==== Pervasive Versions ====<br />
===== 9068 =====<br />
Newton Server Update Build 9068 | [http://files.agencysystems.com/support/Builds/newton9068.zip Zip File]<br />
<br />
Troubleshoot Installs | [http://files.agencysystems.com/support/send/NewNewton.exe exe File] | [http://files.agencysystems.com/support/send/NewNewton.zip Zip File]<br />
<br />
<!--==== 8997 ====<br />
Newton Server Update Build 8997 | [http://files.agencysystems.com/support/Builds/newton8997.zip Zip File]<br />
<br />
==== 8994 ====<br />
Newton Server Update Build 8994 | [http://files.agencysystems.com/support/Builds/newton8994.zip Zip File]<br />
<br />
==== 8952 ====<br />
Newton Server Update Build 8952 | [http://files.agencysystems.com/support/Builds/newton8952.zip Zip File]<br />
<br />
==== 9034 ====<br />
Newton Server Update Build 9034 | [http://files.agencysystems.com/support/Builds/newton9034.zip Zip File]--><br />
<br />
=== Current ===<br />
<br />
<!--<br />
==== BETA ====<br />
Newton Server Update Build 9058 | [http://files.agencysystems.com/support/Builds/newton9058.zip Zip File]<br />
--><br />
<br />
==== 8822 ====<br />
Newton Server Update Build 8822 | [http://files.agencysystems.com/support/Builds/newton8822.zip Zip File]<br />
<br />
==== Fileutil 8822 ====<br />
Fileutil 8822 | [http://files.agencysystems.com/support/Utilities/fileutil8822.zip ZIP HTTP Direct]<br />
<br />
<!--==== 8923 ====<br />
Newton Server Update Build 8923 | [http://files.agencysystems.com/support/Builds/newton8923.zip Zip File]<br />
<br />
==== 8813 ====<br />
Newton Server Update Build 8813 | [http://files.agencysystems.com/support/Builds/newton8813.zip Zip File]<br />
<br />
==== 8793 ====<br />
Newton Server Update Build 8793 | [http://files.agencysystems.com/support/Builds/newton8793.zip Zip File]<br />
<br />
==== 8707 ====<br />
Newton Server Update Build 8707 | [http://files.agencysystems.com/support/Builds/newton8707.zip Zip File]<br />
==== 8687 ====<br />
Newton Server Update Build 8687 | [http://files.agencysystems.com/support/Builds/Setup8687.zip HTTP Direct] <br />
<br />
==== 8667 ====<br />
Current Beta Release as of 3/26/2020<br />
<br />
Newton Server Update Build 8667 | [http://files.agencysystems.com/support/Builds/newnewton8667.zip HTTP Direct] <br />
<br />
Newton Misc Files for 8667 | [http://files.agencysystems.com/support/Builds/8667Misc.zip HTTP Direct]<br />
<br />
==== 8507 ====<br />
Newton Server Update Build 8507 | [http://files.agencysystems.com/support/Builds/Newton%20Server%20Update%208507.exe HTTP Direct] <br />
<br />
==== 8172 ====<br />
Newton Server Update Build 8172.10 | [https://www.dropbox.com/s/44rf6ndhoezf2od/Newton%20Server%20Update%208172.10.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Builds/Newton%20Server%20Update%208172.10.exe HTTP Direct]<br />
<br />
[[File:Ic_info_black_24dp.png|link=#Transfer Manager]] [[#Transfer Manager|Transfer Manager Activity DL]]<br />
<br />
<br />
Newton Server Update Build 8172 | [https://www.dropbox.com/s/4metppcrv6orus2/Newton%20Server%20Update%208172.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Builds/Newton%20Server%20Update%208172.exe HTTP Direct]<br />
<br />
'''Patches require fileutil.exe /auto if updating from 8172.3 or prior.'''<br />
:Patches 8172.10 | [https://www.dropbox.com/s/7z6jmcy8oz25itc/patches8172.10.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Builds/patches8172.10.exe HTTP Direct] <br />
:Patches 8172.7 | [https://www.dropbox.com/s/1tx9jbfxmv8zv9b/patches8172.7.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Builds/patches8172.7.exe HTTP Direct]<br />
<br />
==== 7669 ====<br />
Newton Server Update Build 7669 | [http://files.agencysystems.com/support/Builds/Newton%20Server%20Update%207669.exe HTTP Direct]<br />
:Patches 7669.3 | [http://files.agencysystems.com/support/Builds/patches7669.3.exe HTTP Direct]<br />
:Patches 7669.2 | [http://files.agencysystems.com/support/Builds/patches7669.2.exe HTTP Direct]<br />
:Patches 7669.1 | [http://files.agencysystems.com/support/Builds/patches7669.1.exe HTTP Direct]<br />
<br />
==== 7070 ====<br />
Newton Server Update Build 7070 | [http://files.agencysystems.com/support/Builds/Newton%20Server%20Update%207070.exe HTTP Direct]<br />
:Patches 7070.6 | [http://files.agencysystems.com/support/Builds/patches7070.6.exe HTTP Direct]<br />
:Patches 7070.4 | [http://files.agencysystems.com/support/Builds/patches7070.4.exe HTTP Direct]--><br />
<br />
== MariaDB ==<br />
Maria Server, 64 Bit | [http://files.agencysystems.com/support/MariaDBDist/mariadb-10.3.24-winx64.msi HTTP Direct]<br />
<br />
Maria Server, 32 Bit | [http://files.agencysystems.com/support/MariaDBDist/mariadb-10.3.24-win32.msi HTTP Direct]<br />
<br />
Maria ODBC 3.0.9 | [http://files.agencysystems.com/support/MariaDBDist/mariadb-connector-odbc-3.0.9-win32.msi HTTP Direct]<br />
<br />
== Pervasive ==<br />
Pervasive System Analyzer | [https://www.dropbox.com/s/gsa7mxceu6kl4gw/PSA.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSA.exe HTTP Direct]<br />
<br />
==== Pervasive v12.01 ====<br />
Pervasive v12 Client | [https://www.dropbox.com/s/h8vckojezj3cu03/PSQL12.00-Client.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.00-Client.exe HTTP Direct]<br />
:Pervasive v12.01.066 Patch Client | [https://www.dropbox.com/s/upppuopzg78qt8g/PSQL12.01.066-Patch-Client.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.01.066-Patch-Client.exe HTTP Direct]<br />
<br />
Pervasive v12 Server | [https://www.dropbox.com/s/m6b4oztbd7sz24n/PSQL12.00-Server.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.00-Server.exe HTTP Direct]<br />
:Pervasive v12.01.066 Patch Server | [https://www.dropbox.com/s/oirkn4vf57u7813/PSQL12.01.066-Patch-Server.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.01.066-Patch-Server.exe HTTP Direct]<br />
<br />
Pervasive v12 WGE | [https://www.dropbox.com/s/ejca532gkm4edbf/PSQL12.00-WGE.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.00-WGE.exe HTTP Direct]<br />
:Pervasive v12.01.066 Patch WGE | [https://www.dropbox.com/s/9r3ht9dqprpdyr3/PSQL12.01.066-Patch-WGE.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.01.066-Patch-WGE.exe HTTP Direct]<br />
<br />
==== Pervasive v11.3 ====<br />
Pervasive v11.3 Client | [https://www.dropbox.com/s/uaa871dvo3ubug1/PSQL11.3Client32.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL11.3Client32.exe HTTP Direct]<br />
<br />
Pervasive v11.3 Server | [https://www.dropbox.com/s/uarsiurc6em2ufx/PSQL11.3Server32.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL11.3Server32.exe HTTP Direct]<br />
<br />
Pervasive v11.3 WGE | [https://www.dropbox.com/s/aplg6ugxjdubgbf/PSQL11.3WGE.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL11.3WGE.exe HTTP Direct]<br />
<br />
==== Pervasive v10.31 ====<br />
Pervasive v10.3 Client | [http://files.agencysystems.com/support/Pervasive/PSQL10.30-Client32.exe HTTP Direct]<br />
:Pervasive v10.31.045 Patch Client | [http://files.agencysystems.com/support/Pervasive/PSQL10.31.045-Patch-Client32.msp HTTP Direct]<br />
<br />
Pervasive v10.3 Server | [http://files.agencysystems.com/support/Pervasive/PSQL10.30-Server32.exe HTTP Direct]<br />
:Pervasive v10.31.045 Patch Server | [http://files.agencysystems.com/support/Pervasive/PSQL10.31.045-Patch-Server32.msp HTTP Direct]<br />
<br />
Pervasive v10.3 WGE | [http://files.agencysystems.com/support/Pervasive/PSQL10.30-WGE32.exe HTTP Direct]<br />
:Pervasive v10.31.045 Patch WGE | [http://files.agencysystems.com/support/Pervasive/PSQL10.31.045-Patch-WGE32.msp HTTP Direct]<br />
<br />
== Transfer Manager ==<br />
Transfer Manager 4.1.0 | [https://www.dropbox.com/s/yit1asg9f5ppe9v/IVANSTMNET4.1.0.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/IVANSTMNET4.1.0.exe HTTP Direct] | [https://www.ivansinsurance.com/en-us/transfer-manager/ IVANS website]<br />
<br />
Transfer Manager Config 2015 | [https://www.dropbox.com/s/dm6m1sisdrfx5at/tmconfig2015.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/tmconfig2015.exe HTTP Direct]<br />
<br />
Transfer Manager Activity DL | [https://www.dropbox.com/s/h8ylmucd8zhpoou/TM-activitydl.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/TM-activitydl.zip HTTP Direct] | G_fEnableAcordXML=1<br />
<br />
Transfer Manager Claims DL | [http://files.agencysystems.com/support/Transfer%20Manager/TM-claimdl.tmc HTTP Direct] <br />
<br />
==== Transfer Manager Archive ====<br />
Transfer Manager 4.0.1 | [https://www.dropbox.com/s/wwxnjaobvbszlge/IVANSTMNET4.0.1.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/IVANSTMNET4.0.1.exe HTTP Direct] | [https://www.ivansinsurance.com/en-us/transfer-manager/ IVANS website]<br />
<br />
Transfer Manager 3.6.2.0 | [https://www.dropbox.com/sh/x1esuatsivqak5q/AADkrFmSUjGJrPJHMcMSgWG7a?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/IVANSTMNET3.6.2.0.exe HTTP Direct]<br />
:Transfer Manager 3.6.2.0 (.net 3.5) | [http://files.agencysystems.com/support/Transfer%20Manager/IVANSTMNET3.6.2.0-F3.5.exe HTTP Direct]<br />
<br />
== Utilities ==<br />
==== FileZilla ====<br />
FileZilla | [http://files.agencysystems.com/support/send/filezilla.zip HTTP Direct]<br />
<br />
==== Change DDF ====<br />
ChangeDDFv1 | [https://www.dropbox.com/s/6f4x9xsk6sj288r/changeddfv1.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Utilities/changeddfv1.exe HTTP Direct]<br />
<br />
==== IE Reg File ====<br />
IE Reg File | [http://files.agencysystems.com/support/send/IE.reg HTTP Direct] | [http://files.agencysystems.com/support/send/IE.zip Zipped]<br />
<br />
==== MID Utility ====<br />
D25 | [http://files.agencysystems.com/support/send/d25.exe EXE HTTP Direct] | [http://files.agencysystems.com/support/send/d25.zip ZIP HTTP Direct]<br />
<br />
==== Miscellaneous Utilities ====<br />
Utility | [http://files.agencysystems.com/support/send/newutil.exe EXE HTTP Direct] | [http://files.agencysystems.com/support/send/newutil.zip ZIP HTTP Direct]<br />
<br />
DDFCorrection | [https://files.agencysystems.com/support/send/ddfdump.exe HTTP Direct]<br />
<br />
==== DB Check ====<br />
DBCheck | [https://www.dropbox.com/s/je6cqodvfjsp9ly/DBCheck.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Utilities/DBCheck.exe HTTP Direct]<br />
:The database checker will read all our data files on an ongoing basis. It first tries to read the file forwards, and then reads it backwards. It outputs all the information to bcheck.log. Once the utility is complete you may then search for the word “error” in the bcheck.log.<br />
<br />
==== Empfiles.ndx ====<br />
Configuration files pre-configured with drive letters for local program files. Backup and replace empfiles.ndx and update '''dserver''' and '''sqlname''' entries. <br />
<br />
ts-ndx-i.zip | [https://www.dropbox.com/s/eqj68qiyzlzw9bw/ts-ndx-i.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-i.zip HTTP Direct]<br />
<br />
ts-ndx-n.zip | [https://www.dropbox.com/s/blze5ccad5dicn9/ts-ndx-n.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-n.zip HTTP Direct]<br />
<br />
ts-ndx-p.zip | [https://www.dropbox.com/s/xbmzz1eys28ma84/ts-ndx-p.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-p.zip HTTP Direct]<br />
<br />
ts-ndx-r.zip | [https://www.dropbox.com/s/x3p0b0v0468ze21/ts-ndx-r.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-r.zip HTTP Direct]<br />
<br />
ts-ndx-s.zip | [https://www.dropbox.com/s/p7uoml9q9r9qr8i/ts-ndx-s.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-s.zip HTTP Direct]<br />
<br />
==== Newton Add-on Reports ====<br />
Newton Add-on Reports (08-11-2019) | [http://files.agencysystems.com/support/Utilities/MiscRpt.exe HTTP Direct]<br />
<br />
==== Newton Toolbox ====<br />
Newton Toolbox (01/10/2020) | [http://files.agencysystems.com/support/Utilities/newtontoolbox.20200110.exe HTTP Direct Self extracting EXE] | [http://files.agencysystems.com/support/Utilities/newtontoolbox.20200110.zip HTTP Direct Zip Archive]<br />
:beginbalances.exe (03/04/2020) | [http://files.agencysystems.com/support/Utilities/beginbalances.exe HTTP Direct]<br />
:copytable.exe<br />
:DataRecovery.exe (5/10/2021) | [http://files.agencysystems.com/support/send/DataRecovery.exe HTTP Direct]<br />
:DBCheck.exe | [http://files.agencysystems.com/support/Utilities/DBCheck.exe HTTP Direct]<br />
:fixjckw.exe | [http://files.agencysystems.com/support/Utilities/fixjckw.exe HTTP Direct]<br />
:grpcsr.exe (11/13/2018) | [http://files.agencysystems.com/support/Utilities/grpcsr.exe HTTP Direct]<br />
:MiscRpt.exe - Newton Add-on Reports (01/26/2021) | [http://files.agencysystems.com/support/Utilities/MiscRpt.exe HTTP Direct]<br />
:misspol.exe | [http://files.agencysystems.com/support/send/misspol.exe EXE HTTP Direct]<br />
:misspol.zip | [http://files.agencysystems.com/support/send/misspol.zip ZIP HTTP Direct]<br />
:NewtonUtilities.exe (06/22/2021) | [http://files.agencysystems.com/support/Utilities/NewtonUtilities.exe HTTP Direct] [http://files.agencysystems.com/support/send/MDBNewtonUtilities.zip Zipped MDB Version]<br />
:Rebuild95.exe | [http://files.agencysystems.com/support/Utilities/Rebuild95.exe HTTP Direct]<br />
:ReAssign.exe (03/30/21) | [http://files.agencysystems.com/support/Utilities/ReAssign.exe HTTP Direct]<br />
<br />
==== Rebuild 9.5 ====<br />
Rebuild files to 9.5 Format | [https://www.dropbox.com/s/cjo1taa4qzjj3ev/Rebuild95.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Utilities/Rebuild95.exe HTTP Direct]<br />
:Before running, change the pervasive engine file format version and restart services.<br />
<br />
==== Shortcut Icon ====<br />
Under certain networking conditions in a workgroup environment, network locations are not always immediately available at login or after a workstation restarts. Since the Agency Systems icon is populated from the network drive, the Agency Systems desktop shortcut may display empty artwork under these conditions.<br />
<br />
Use the steps below to bypass this issue by saving a local version of the Newton icon. Modifying the shortcut requires admin rights unless an Agency Systems shortcut is created on the user desktop instead of the default location, the Public Desktop. <br />
<br />
;Modify the Agency Systems Desktop Shortcut<br />
#Save the icon file below to a folder on the workstation's local hard drive, such as <tt>C:\EmpireLocal\</tt> or <tt>C:\Users\Public\Public Documents\</tt>. (A folder available to all users is recommended.)<br />
#:[http://files.agencysystems.com/support/Utilities/Newton24.ico Newton24.ico] - (Right-click -> Save Link / Target As)<br />
#'''Right-Click''' on the Agency Systems shortcut and select '''Properties'''.<br />
#Select the '''Shortcut''' tab -> '''Change Icon...''' -> '''Browse''' -> Select the saved file -> Select '''Open'''.<br />
#Select '''Ok''' -> '''Ok'''.<br />
#The shortcut will now display the correct icon.</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=AWS_WorkSpace_Client_Update_Instructions&diff=6608AWS WorkSpace Client Update Instructions2021-07-29T18:01:19Z<p>Brutledge: </p>
<hr />
<div>[[Category:Installation]][[Category:AWS]][[Category:WorkSpace]]<br />
<br />
== Install The Update To Your AWS WorkSpace Client ==<br />
<br />
When you go to open your AWS WorkSpace Client, you may notice an update to a new version is available!<br />
<br />
You are welcome to read the changes to be fixed / upgraded.<br />
<br />
The next steps are as follows.<br />
#Select '''Install update'''<br />
#:[[File:Ws1.jpg]]<br />
#Select '''Install update, once more'''<br />
#:[[File:Ws2.jpg]]<br />
#Select '''Next'''<br />
#:[[File:Ws3.jpg]]<br />
#Select '''Install for all users of this machine'''<br />
#:[[File:Ws4new.jpg]]<br />
#Select '''Install'''<br />
#:[[File:Ws5.jpg]]<br />
#Select '''Finish'''<br />
#Congratulations you are all set!</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=AWS_WorkSpace_Client_Update_Instructions&diff=6607AWS WorkSpace Client Update Instructions2021-07-29T18:00:49Z<p>Brutledge: </p>
<hr />
<div>[[Category:Installation]][[Category:AWS]][[Category:WorkSpace]]<br />
<br />
== Install The Update To Your AWS WorkSpace Client ==<br />
<br />
When you go to open your AWS WorkSpace Client, you may notice an update to a new version is available!<br />
<br />
You are welcome to read the changes to be fixed / upgraded.<br />
<br />
The next steps are as follows.<br />
#Select '''Install update'''<br />
#:[[File:Ws1.jpg]]<br />
#Select '''Install update, once more'''<br />
#:[[File:Ws2.jpg]]<br />
#Select '''Next'''<br />
#:[[File:Ws3.jpg]]<br />
#Select '''Install just for you (User) > Next'''<br />
#:[[File:Ws4new.jpg]]<br />
#Select '''Install'''<br />
#:[[File:Ws5.jpg]]<br />
#Select '''Finish'''<br />
#Congratulations you are all set!</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Ws4new.jpg&diff=6606File:Ws4new.jpg2021-07-29T18:00:09Z<p>Brutledge: </p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Ws4.jpg&diff=6605File:Ws4.jpg2021-07-29T17:57:00Z<p>Brutledge: Brutledge uploaded a new version of File:Ws4.jpg</p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Newton_Release_Notes:_Spring_2017&diff=6599Newton Release Notes: Spring 20172021-07-19T19:26:22Z<p>Brutledge: </p>
<hr />
<div>[[Category: Release Notes]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:28em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Documents</td><br />
</tr><br />
<tr> <br />
<td><br />
[[File:Ic_info_black_24dp.png]] [[Media:Newton Main Menu - Quick Start Guide.pdf|Download: Newton Main Menu - Quick Start Guide.pdf]]<br />
<br />
[[File:Ic_info_black_24dp.png]] [[Media:Newton Update FAQ (2017).pdf|Download: Newton Update FAQ (2017).pdf]]<br />
</td><br />
</tr><br />
</table><br />
[[File:Login-newton.png|right]]<br />
The Newton development team has been very busy working on a large project converting all of our frameworks and codebase to the latest components. This project is strategically important because it allows us to continually update and upgrade our system on an ongoing basis to ensure a low cost of ownership for our customers.<br />
<br />
Newton by Agency Systems has been updated with a modern design and a streamlined category-based menu system. The updated interface provides easy access to common functions and leverages informational dashboards as sub-tabs to provide a streamlined multi-tasking environment. <br />
<br />
[[File:Ic_info_black_24dp.png]] How can I get updated to a newer build? See: [[Server Update Instructions]]<br />
<br />
;Product Highlights<br />
*[[#Main Menu|Category-based main menu system.]] (<span style="color: red">See:</span> [[Media:Newton Main Menu - Quick Start Guide.pdf|Newton Main Menu - Quick Start Guide.pdf]])<br />
*[[#Report Shortcuts|Report Shortcuts that pre-fill filters providing faster access to common reports.]]<br />
*[[#Tabs and Sub-Tabs|Seamless Multitasking: Policies and client diaries will now open as sub-tabs on a client.]]<br />
*[[#Toolbars|Toolbar updates with standard action menus including new functions.]]<br />
*[[#Client, Policy, and Named Insured Keyword Search|Client, Policy, and Named Insured Keyword Search Updates.]]<br />
*[[#Recent Activity Panel|Recent Activity Panel on the Client and Policy Dashboard.]]<br />
*[[#Additional Interests|Additional Interest improvements including Form Bundle integration.]]<br />
*[[#Truckers Insurance Application (TruckApp)|Custom Form: Truckers Insurance Application]] and dozens of [[#Updated ACORD Forms|Updated ACORD Forms.]]<br />
*[[#Reconcile Validation Engine|Automatic validation and reporting options for reconcile including producer payables]].<br />
<br />
<br />
[[File:Newton-clientdash-poldash-createmenu.png|thumb|700px|right|Policy Dashboard - Create Menu]]<br />
== Navigation ==<br />
<br />
[[File:Ic_info_black_24dp.png]] See [[Media:Newton Main Menu - Quick Start Guide.pdf|Newton Main Menu - Quick Start Guide.pdf]] for a printable cheat sheet of main menu changes.<br />
<br />
=== Main Menu ===<br />
Newton's main menu has been updated with new categories organized by agency functions. The main menu also includes easy access to the user-defined favorites list and each of the powerful keyword search options, available with a single mouse click or a simple keyboard shortcut. <br />
<br />
[[File:Newton-mainmenu.png]]<br />
<br />
*'''Find Client:''' Client Keyword Search - Perform a search for a client. (F3)<br />
*'''Find Policy:''' Policy Keyword Search - Perform a search for a policy. (Shift + F3)<br />
*'''Find Insured:''' Named Insured Keyword Search - Perform a search for a named insured on an Agent. (Ctrl + F3). <br />
<br />
Find Insured is only visible for General Agencies (GAs) or retail agencies with Broker Billed clients who have [[Preferences#Client_Dashboard_Bands|enabled the user preference]]. <br />
<br />
Policy Express is now labeled as the '''Policy Dashboard'''. <br />
<br />
Express Billing is now labeled as '''Policy & Billing'''<br />
<br />
[[File:Mainmenu-2017.gif]]<br />
<!--==== Client and Company Menus ====<br />
{|<br />
|-style="vertical-align:top;"<br />
|[[File:Newton-mainmenu-client.png]]||[[File:Newton-mainmenu-company.png]]<br />
|}<br />
<br />
==== Producer and Vendor Menus ====<br />
{|<br />
|-style="vertical-align:top;"<br />
|[[File:Newton-mainmenu-producer.png]]||[[File:Newton-mainmenu-vendor.png]]<br />
|}<br />
<br />
==== Accounting, Reports, Favorites, and Setup Menus ====<br />
{|<br />
|-style="vertical-align:top;"<br />
|[[File:Newton-mainmenu-accounting.png]]||[[File:Newton-mainmenu-reports.png]]||[[File:Newton-mainmenu-favorites.png]]||[[File:Newton-mainmenu-setup.png]]<br />
|}--><br />
<br />
=== Report Shortcuts ===<br />
The Client, Company, Producer, and Vendor menus contain new report shortcuts that pre-fill filters providing faster access to common reports. <br />
<br />
[[File:Mainmenu-producer-invoicereg.png]]<br />
<br />
Selecting a report shortcut will display the full reports menu with the required menu items automatically selected. (Pictured below in red.)<br />
<br />
[[File:Invoicereg-producer-sumbyprem.png]]<br />
<br />
Select the desired date range, optionally using the right-click shortcuts within each field to quickly jump to specific days, and run the report. <br />
<br />
[[File:Invoicereg-producer-sumbyprem-datepicker.png]]<br />
<br />
There are dozens of report shortcuts available for premium production reports, expiration lists, claims reports, client or company cash reports and more.<br />
<br />
=== Tabs and Sub-Tabs ===<br />
Multitasking between multiple clients, and multiple policies within each client has never been easier. Policies and client diaries will now open as sub-tabs on a client. <br />
<br />
[[File:Newton-clientdash-mutlitab-markup.png]]<br />
<br />
If a policy or diary is selected from the User Dashboard, Management Tab, or Company Tab, Newton will automatically load the client tab first, then the selected item as a sub-tab. <br />
*Multiple policies or diaries can be opened on the same client. <br />
*When a Client Tab is closed, all sub-tabs will be automatically closed. <br />
<br />
[[File:Subtabs-fromdashboard.gif]]<br />
<br />
Optionally, the diary and policy dashboard windows can still be configured to open as a window by selecting the user preference within '''Setup''' -> '''Preferences''' -> '''User Options'''.<br />
<br />
==== Closing Tabs ====<br />
When a tab is closed, the system will automatically switch to the tab to the right. When there are no tabs remaining, the system will automatically switch to the first tab. <br />
<br />
[[File:Newton-mutlitab-closeorder.png]]<br />
<br />
To close all open client tabs quickly, select the first client tab and select '''Exit'''. Without moving the mouse, continue selecting '''Exit''' until all tabs are closed. <br />
<br />
[[File:Newton-multitab-closeaction.gif]]<br />
<br />
=== Toolbars ===<br />
[[File:Newton-clientdash-poldash-createmenu.png]]<br />
<br />
=== User Dashboard: Agency Bulletin ===<br />
When a user opens the system, the Agency Bulletin is automatically displayed. The Agency Bulletin is the optimal place for office announcements made by an office manager. For example, office lunches, meetings, procedure reminders, outside visitors, or birthday messages. <br />
<br />
[[File:Userdashboard-agencybulletin.png]]<br />
<br />
<br />
The agency bulletin will either have an '''Edit''', or an '''Open''' button. Selecting either button opens the same window, one as read-only and one with write access. <br />
<br />
[[File:Ic_info_black_24dp.png]] See [[User_Dashboard_Tab#Agency_Bulletin|Agency Bulletin]] for additional information.<br />
<br />
== Clients and Policies ==<br />
=== Client, Policy, and Named Insured Keyword Search ===<br />
The [[#Client Keyword Search|Client]], [[#Policy Keyword Search|Policy]], and Named Insured Keyword Search windows have all been updated to support more customization, and display even more detail than before. <br />
<br />
==== Client Keyword Search ====<br />
The Client Keyword Search could already search many different fields on a client, including drivers and contacts, all within a single entry field. The interface has been updated to display more information, making it even easier to locate and open the right client. <br />
*The window can now be resized, and the system will retain the modified window size settings. <br />
*The display font size has been increased. <br />
*The results will [[Preferences#Dashboard_Color|display the user-defined dashboard color]].<br />
*The results now us the same Information Bands used on the client dashboard. The [[Preferences#Band_Font_Size|user-defined band font size will apply to the results]]. <br />
*The results are now separated into sortable columns. The columns can be resized and the system will retain the modified column size settings. <br />
*The client phone number is now listed in a column. <br />
*The client Type is now listed in a column.<br />
*The client Producer is now listed in a column.<br />
*The client CSR is now listed in a column.<br />
*The Keyword Score is now listed as a column. The better the match, the higher the score. <br />
<br />
[[File:Clientkw-list.png]]<br />
<br />
<br />
Prospects are listed in green, and inactive clients are listed in red.<br />
<br />
[[File:Clientkw-list-colors.png]]<br />
<br />
<br />
Select the '''+''' the expand the client and display additional details such as addresses, phone numbers, [[Client: User Code, Territory, and Source of Business Profile|territory, source of business, user codes]] and more. <br />
<br />
[[File:Clientkw-details.png]]<br />
<br />
<br />
Within the expanded client view, additional data is also available. <br />
*Policies (Active or recently expired only)<br />
*Contacts<br />
*Drivers<br />
*Properties<br />
*Vehicles<br />
*Account (Client accounting view)<br />
<br />
Select the '''(+)''' to expand additional details, without ever leaving the keyword search window. <br />
<br />
[[File:Clientkw-contact-details.png]]<br />
<br />
==== Policy Keyword Search ====<br />
The interface has been updated to display more information, making it even easier to locate and open the right client. <br />
<br />
*The window can now be resized, and the system will retain the modified window size settings. <br />
*The display font size has been increased. <br />
*The results will [[Preferences#Dashboard_Color|display the user-defined dashboard color]].<br />
*The results now us the same Information Bands used on the client dashboard. The [[Preferences#Band_Font_Size|user-defined band font size will apply to the results]]. <br />
*The results are now separated into sortable columns. The columns can be resized and the system will retain the modified column size settings. <br />
*The Policy [[Transaction Profile|Transaction]], [[Company Profile|Company]], [[Producer Profile|Producer]], [[Department Profile|Department]], last invoice, and Keyword Score are now listed as columns. <br />
*Quotes are listed in green and cancelled policies are listed in red, and binders are listed in purple. <br />
<br />
[[File:Policykw-list-colors.png]]<br />
<br />
<br />
Expired policies display an icon that includes hint text for easy identification. <br />
<br />
[[File:Policykw-list-colors-expired.png]]<br />
<br />
<br />
Select the '''+''' the expand the policy and display additional details such as premium, non premium, and additional dates.<br />
<br />
[[File:Policykw-details.png]]<br />
<br />
<br />
Within the expanded policy view, additional accounting data is also available. Select the '''(+)''' to expand account details, without ever leaving the keyword search window.<br />
<br />
[[File:Policykw-details-account.png]]<br />
<br />
=== Recent Activity Panel ===<br />
The Client Dashboard and Policy Dashboard have a new Recent Activity panel that is automatically displayed. <br />
*The panel is supplemental to the existing Activity band, that requires no additional steps to view.<br />
*The items are shown regardless of date, and regardless of type. If the most recent thing was a download from two years ago, it will be at the top of the list. <br />
*The panel uses the information [[Preferences#Band_Font_Size|band viewer to display items and the font size is variable]]. Mouse hints are displayed and the activity items can be opened. <br />
*Selecting '''Refresh''' on the Client Dashboard or Policy dashboard will automatically update the list. <br />
<br />
<br />
[[File:Clientdash-recentactivity.png]]<br />
<br />
<br />
The number of items in each recent activity list is configurable with a new user preference. The panels can be disabled independently if desired. (Setup -> Preferences -> Activity Listing)<br />
<br />
[[File:Preferences-activity-recent.png]]<br />
<br />
== Download ==<br />
<br />
==== Company Form Lists ====<br />
The list of forms provided within a company download will automatically populate the ACORD 829: Forms and Endorsements Schedule.<br />
<br />
'''Example - Download Risk Data'''<br />
<br />
[[File:Cmpforms-download.PNG]]<br />
<br />
<br />
'''Example - ACORD 829: Forms and Endorsements Schedule'''<br />
<br />
[[File:Cmpforms-829.PNG]]<br />
<br />
The ACORD 829 is automatically created by download by default. If the ACORD 829 is not created, the company form list is placed in the Remarks sections of the appropriate ACORD applications. <br />
<br />
To disable the ACORD 829 within download: <br />
#Select '''Company''' -> '''Download''' -> '''Options''' -> '''AL3 (tab)'''. <br />
#Deselect '''"Download ACORD 829 for company form lists"'''.<br />
#Select '''OK''' and close the Download Management Center.<br />
<br />
==== Garaging Address ====<br />
The garaging address (City, State, Zip) provided within a company download will automatically populate the Garaging tab of the vehicle schedule for new or edited vehicles. <br />
<br />
'''Example - Download Risk Data'''<br />
<br />
[[File:Garaging-download.png]]<br />
<br />
<br />
'''Example - Vehicle Schedule: Garaging tab'''<br />
<br />
[[File:Garaging-vehicle.png]]<br />
<br />
The updated garaging information will automatically populate the vehicle schedule sections of the the appropriate ACORD forms, such as the ACORD 127: Business Auto Section and ACORD 129: Vehicle Schedule.<br />
<br />
==== Property Location Description ====<br />
<br />
The property schedule can now import the property address into the location description field. The location description field is located on a number of certificates to display location information for property interests. <br />
<br />
[[File:Propshced-locadesc-import.png]]<br />
<br />
The location description field is also populated by download for new properties, or existing properties if empty.<br />
<br />
== Forms ==<br />
=== Additional Interests ===<br />
Dozens of forms have additional interest sections, and the exact contents of these sections vary between forms and, on each form, they vary from edition to edition.<br />
<br />
Additional Interests have been improved in a number of areas including:<br />
*Reduction in the number of additional interest profiles created by Download.<br />
*Allowing conduit transfer of additional interests from one form to another.<br />
*Allowing form bundles to lift additional interest options off the form.<br />
*Allowing form bundles to fill additional interest sections on forms.<br />
<br />
==== Downloading Additional Interests ====<br />
When a new additional interest is created from download, the legacy Details tab within the main profile will no longer be populated. This information will now be populated in the interest properties section when the interest is added to a policy, vehicle, or driver from download. See [[#Additional Interest Properties]] for more information. <br />
<br />
Additional improvements to automatic matching of existing interests within download will reduce the number of interest profiles by automatically correcting inconsistent address information specified by insurance carriers.<br />
<br />
==== Additional Interest Properties ====<br />
The additional interest properties are available from the '''Policy Dashboard''' -> '''Interests''' band, or from the interest section of a Vehicle, Property, or Equipment item. The options window provides form-specific entry fields, including an updated ACORD 45 tab. <br />
<br />
[[File:Ai-interestprop-a45.png]]<br />
<br />
Any settings saved to the ACORD 45 tab will be shared and displayed on the other form-specific tabs, such as the ACORD 27 pictured below. <br />
<br />
[[File:Ai-interestprop-a45plusa27tabs.png]]<br />
<br />
The interest property options will be [[#Downloading Additional Interests|automatically set by Download]] when applicable.<br />
<br />
==== Adding An Existing Interest To A Form ====<br />
There are now two buttons when you select the choose interest button on ACORDS (non certs). One to choose from client interests (new), and one to choose from the master list. Choose From Client List borrows a lot from the Copy Interests function within certs, but with a simplified interface. <br />
<br />
[[File:Forms-chooseai.png]]<br />
<br />
Selecting '''Choose From Client List'''<br />
*[[#Form Bundles with Additional Interests|Lists interests in bundles]].<br />
*Lists interests on schedule items, such as properties and vehicles. <br />
*Lists interests on Certificates. <br />
*Lists policy interests. <br />
<br />
[[File:Forms-chooseai-fromclient.png]]<br />
<br />
The interests are only listed a single time, even if they appear in multiple locations. <br />
<br />
==== Form Bundles with Additional Interests ====<br />
Additional interests are now listed within the form bundle window. An additional interest is added to a form bundle when an ACORD form with an interest is added or updated. The interest list automatically includes any properties included on the ACORD form.<br />
<br />
[[File:Forms-bundle-interests-wprop.png]]<br />
<br />
Interests can also be manually updated using the right-click menu from within the form bundle window. <br />
<br />
[[File:Forms-bundle-interests-rclick.png]]<br />
<br />
Interests with a form bundle can be selected as a group when adding a group of interests to a certificate, such as the ACORD 25 Certificate of Liability Insurance. <br />
<br />
[[File:Forms-chooseai-copy-frombundle.png]]<br />
<br />
=== Form Function Updates ===<br />
Form and schedule windows should save their window position now. Each form/schedule has its own place; ie Acord 80 remembers its spot, Acord 125 has another spot, etc, but individual form instances do not remember their spot (unlike the form bundle windows where they do).<br />
<br />
==== ACORD Question "Mark All No" Buttons ====<br />
A number of ACORD forms contain buttons for question pages to "mark all answers no". Selecting the button will place a 'N' for each question within the section. Some forms have multiple buttons, one for each section, such as the ACORD 83 Personal Umbrella Application. <br />
<br />
[[File:Forms-checkallno.png]]<br />
<br />
==== Certificates With Multiple Holders ====<br />
The '''Print button''' on the [[#Forms Toolbar|forms toolbar]] will now automatically redirect to the print selected holders screen if the form is a certificate and has multiple holders. <br />
<br />
[[File:Forms-printholders.png]]<br />
<br />
==== Contact Import ====<br />
The ACORD 1, 2, 3, 125, and 130 can all import details from the contact list on a client. <br />
<br />
[[File:Forms-125-importcontact.png]]<br />
<br />
<br />
==== Empty Pages With Only A Customer Number ====<br />
ACORD forms with only a customer number on a page are now considered "no data pages". For example, pages 3 and 4 on the ACORD 2: Automobile Loss Notice. <br />
<br />
Select '''Setup''' -> '''Configure Forms''' -> '''Configure''', then choose to print, don't print, or ask to print pages with no data. <br />
<br />
[[File:Ic_info_black_24dp.png]] For more information, see: [[Forms: Configure Forms|Configure Forms]].<br />
<br />
==== Evidence of Property Insurance (ACORD 27) ====<br />
The Evidence of Property Insurance can import coverage details from other ACORD forms, such as the Certificate of Property Insurance (ACORD 24). The form can also display custom property values per property, for each interest on that property. <br />
<br />
The values for a property are saved by editing the details of a property, and selecting the correct coverage screens for each ACORD form. <br />
<br />
[[File:Property-140details.png]]<br />
<br />
The ACORD 27 details can now import previously entered coverage details from the Property Section (ACORD 140) details. <br />
<br />
#Load the Client. <br />
#Expand the '''Properties''' section. <br />
#Select the property from the list to open the property details. <br />
#Select the '''Additional''' tab. <br />
#Select the '''"When printing ACORD 27, override coverage with property values"''' checkbox. <br />
#Select the '''Override Acord 27, 2016-03 Fields''' button. <br />
#Select the '''"Fill Fields from 140"''' button. The existing ACORD 140 values will transfer to the corresponding ACORD 27 values. <br />
#:[[File:Property-27details-from140.png]]<br />
<br />
==== Insert Schedule Item Description ====<br />
All forms include a new global right-click menu option that allows you to insert any schedule item’s description into a memo field on any ACORD form.<br />
<br />
#Open an ACORD form.<br />
#'''Right-click''' in the memo field. Select to '''Insert Property Description…'''<br />
#:[[File:Forms-insertdesc-prop.png]]<br />
#Select the correct property from the list, and select the '''OK''' button. <br />
#:[[File:Forms-insertdesc-prop-choose.png]]<br />
#The form is now populated with the description from the property schedule. <br />
#:[[File:Forms-insertdesc-prop-finished.png]]<br />
<br />
<br />
The new right-click menu is available on '''any ACORD form''', including all previous versions, within '''any memo field'''. <br />
<br />
[[File:Forms-28-insertdesc-prop.png]]<br />
<br />
This is particularly helpful with forms such as the ACORD 75 Insurance Binder, which require either a vehicle or property description. <br />
<br />
[[File:Forms-insertdesc-veh.png]]<br />
<br />
==== NC FS-1 North Carolina Certificate of Liability Insurance ====<br />
Automatically fills the policy date information and includes options to import vehicle and driver information previously saved to the client.<br />
<br />
==== Personal Umbrella Application (ACORD 83) ====<br />
Pages 1 and 2 can import information from the ACORD 90, 84, 82, 80. Vehicle, Driver, and Property integration is available on page 2, allowing data to import from the client schedules.<br />
<br />
==== Schedule List - Export to Excel (Drivers, Vehicles, Properties, Equipment) ====<br />
Each of the risk schedule windows can export to a Microsoft Excel spreadsheet with a single click. <br />
*Driver Schedule<br />
*Equipment Schedule<br />
*Property Schedule<br />
*Vehicle Schedule<br />
*Worker Schedule<br />
<br />
To export a list of vehicles, from the '''Client Dashboard''' select '''Create Item''' -> '''Vehicle'''. Select '''Export'''.<br />
<br />
[[File:Vehicleschedule-export.png]]<br />
<br />
<br />
Microsoft Excel is automatically displayed, with the spreadsheet populated. The exported spreadsheet contains more information than the schedule window, such as Actual Cash Value. <br />
<br />
[[File:Vehicleschedule-export-excel.png]]<br />
<br />
<br />
The export option is also available from any form that integrates with the schedules, such as the Vehicle Schedule. <br />
<br />
[[File:Vehicleschedule-export-fromform.png]]<br />
<br />
==== Truckers Insurance Application (TruckApp) ====<br />
A new custom Truckers Insurance Application is now available. The simple one page form can import from both the vehicle and driver schedule and is designed as a replacement for the complex ACORD trucking applications. <br />
<br />
[[File:Ic_info_black_24dp.png]] Example: [[Media:Form-TruckersInsuranceApplication.pdf|Truckers Insurance Application.pdf]]<br />
<br />
==== Years Experience / Year Licensed ====<br />
The columns for '''Years Experience''' (YRS EXP) and '''Year Licensed''' (YEAR LIC) can now be optionally split from the '''Date First Licensed''' value. <br />
<br />
The Driver Schedule has two additional fields. When the new driver fields are populated, the ACORD forms will automatically display the new values. <br />
*Commercial License Date: Date first issued a commercial license.<br />
*Date Experience Started: Date first doing whatever they're doing now.<br />
<br />
'''Example:''' <br />
<br />
J.P Doe - Date Licensed configured as 02/02/2001. [[File:Schedules-drivers-datefirstlic.png|thumb|400px|right|Date Licensed 02/02/2001]]<br />
:[[File:Forms-a163-yrsbefore.png]]<br />
<br />
Additional fields populated for '''Commercial License Date''' and '''Date Experience Started'''.<br />
:[[File:Forms-a163-yrsafter.png]]<br />
<br />
The changes apply to the ACORD 127: Business Auto Section, ACORD 163: Driver Information Schedule, and the Truckers Insurance Application.<br />
<br />
=== Forms Interface ===<br />
<br />
==== Forms Toolbar ====<br />
The forms toolbar has been updated to combine similar functions into a single menu, and surface features which were previously only available within the "other" menu. <br />
*'''Import Data…''' is available as a button, outside the “Other” menu.<br />
*The form '''Description''' field is always visible, and editable outside the “Other” menu. <br />
*The '''Print''' button [[#Certificates With Multiple Holders|opens a selection list of certificate holders if the form is a cert with multiple holders]].<br />
*The add functions are consolidated into a single menu.<br />
<br />
[[File:Forms-toolbar-add.png]]<br />
<br />
<br />
==== Button Color ====<br />
Buttons within forms have color to assist with visual identification due to style changes in Windows decreasing visibility. <br />
<br />
[[File:Forms-buttoncolor.png]]<br />
<br />
==== Create New Form Window ====<br />
The create new form window displays a date column by default. There is a checkbox to show hidden and replaced forms, such as expired versions that have been replaced with newer revisions.<br />
<br />
The list can be filtered by typing the name of a form, or the number of a form. For example "truck" for trucking application, or "25" for the ACORD 25 Certificate of Liability. The entered filter can be viewed in the title bar of a window. To clear the filter, press '''<backspace>'''. <br />
<br />
[[File:Forms-addforms-filters.gif]]<br />
<br />
==== Keyboard Shortcuts for Page Navigation ====<br />
New keyboard shortcuts have been added to the forms entry interface for quickly moving up and down the page. In addition, a new '''<CTRL + TAB>''' option is available to jump to the top of the next page. The new shortcuts allow the operator to quickly navigate without taking their hands off of the keyboard. <br />
<br />
:'''PgUp''' - Moves page upward and moves tab location.<br />
:'''PgDown''' - Moves page down and moves tab location.<br />
:'''Ctrl-PgUp''' - Moves to top of page and first tab location.<br />
:'''Ctrl-PgDown''' - Moves to bottom of page and last tab location.<br />
:'''Ctrl-Tab''' - Move to next page and pop to top and first tab location.<br />
:'''Ctrl-Shift-Tab''' - Move to previous page and pop to top and first tab location.<br />
:'''Shift-PgDown''' - Move forward 10 tab spots, if that moves to next page then turn page and select first tab stop.<br />
:'''Shift-PgUp''' - Move backward 10 tab spots, if that moves to previous page then turn page and select last tab stop.<br />
<br />
=== Updated ACORD Forms ===<br />
{|class="wikitable"<br />
!Number<br />
!Name<br />
!Form Version<br />
|-<br />
|1<br />
|Property Loss Notice<br />
|(2016/10)<br />
|-<br />
|2<br />
|Automobile Loss Notice<br />
|(2016/10)<br />
|-<br />
|3<br />
|General Liability Notice of Occurrence/Claim<br />
|(2016/10)<br />
|-<br />
|20<br />
|Certificate of Aviation Liability Insurance<br />
|(2016/03)<br />
|-<br />
|21<br />
|Certificate of Aircraft Insurance<br />
|(2016/03)<br />
|-<br />
|22<br />
|Intermodal Interchange Certificate of Insurance<br />
|(2016/03)<br />
|-<br />
|23<br />
|Vehicle or Equipment Certificate of Insurance<br />
|(2016/03)<br />
|-<br />
|24<br />
|Certificate of Property Insurance<br />
|(2016/03)<br />
|-<br />
|25<br />
|Certificate of Liability Insurance<br />
|(2016/03)<br />
|-<br />
|27<br />
|Evidence of Property Insurance<br />
|(2016/03)<br />
|-<br />
|28<br />
|Evidence of Commercial Property Insurance<br />
|(2016/03)<br />
|-<br />
|29<br />
|Evidence of Flood Insurance<br />
|(2016/03)<br />
|-<br />
|30<br />
|Certificate of Garage Insurance<br />
|(2016/03)<br />
|-<br />
|45<br />
|Additional Interest Schedule<br />
|(2016/03)<br />
|-<br />
|50-CT<br />
|Insurance Identification Card<br />
|(2009/01)<br />
|-<br />
|50-TN<br />
|Insurance Identification Card<br />
|(2007/02)<br />
|-<br />
|50-WM Set<br />
|Insurance Identification Card<br />
|(2007/02)<br />
|-<br />
|51-NJ<br />
|Permanent Insurance Identification Card<br />
|(2007/06)<br />
|-<br />
|51-NJ Set<br />
|Permanent Insurance Identification Card Set<br />
|(2007/06)<br />
|-<br />
|61-ID<br />
|Auto Supplement<br />
|(2009/01)<br />
|-<br />
|61-UT<br />
|Auto Supplement<br />
|(2013/04)<br />
|-<br />
|70<br />
|Personal Policy Change Request (Except Auto)<br />
|(2015/09)<br />
|-<br />
|71<br />
|Personal Auto Policy Change Request<br />
|(2015/09)<br />
|-<br />
|75<br />
|Insurance Binder<br />
|(2016/03)<br />
|-<br />
|81<br />
|Personal Inland Marine Application<br />
|(2016/03)<br />
|-<br />
|82<br />
|Watercraft Application<br />
|(2016/03)<br />
|-<br />
|83<br />
|Personal Umbrella Application<br />
|(2013/09)<br />
|-<br />
|83<br />
|Personal Umbrella Application<br />
|(2016/03)<br />
|-<br />
|84<br />
|Dwelling Fire Application<br />
|(2016/03)<br />
|-<br />
|125<br />
|Commercial Insurance Application<br />
|(2016/03)<br />
|-<br />
|126<br />
|Commercial General Liability Section<br />
|(2016/03)<br />
|-<br />
|127<br />
|Business Auto Section<br />
|(2015/12)<br />
|-<br />
|133<br />
|Worker's Compensation Insurance Plan<br />
|(2015/05)<br />
|-<br />
|137-AL<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-AR<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-AZ<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-CA<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-CO<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-CT<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-DC<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-DE<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-FL<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-GA<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-HI<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-IA<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-ID<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-IL<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-IN<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-KS<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-KY<br />
|Commercial Auto<br />
|(2015/09)<br />
<br />
|-<br />
|137-LA<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-MA<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-MD<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-ME<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-MI<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-MN<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-MO<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-MS<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-MT<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-NC<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-ND<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-NE<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-NH<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-NJ<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-NM<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-NY<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-OH<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-OK<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-OR<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-PA<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-SC<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-SD<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-TN<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-TX<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-UT<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-VA<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-VT<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-WI<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-WV<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-WA<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|137-WY<br />
|Commercial Auto<br />
|(2015/12)<br />
|-<br />
|138-DE<br />
|Garage And Dealers<br />
|(2015/12)<br />
|-<br />
|138-KY<br />
|Garage And Dealers<br />
|(2015/09)<br />
|-<br />
|138-NE<br />
|Garage And Dealers<br />
|(2015/12)<br />
|-<br />
|138-TN<br />
|Garage And Dealers<br />
|(2015/12)<br />
|-<br />
|138-TX<br />
|Garage And Dealers<br />
|(2015/12)<br />
|-<br />
|138-VA<br />
|Garage And Dealers<br />
|(2015/12)<br />
|-<br />
|143<br />
|Transportation Section<br />
|(2013/09)<br />
|-<br />
|144<br />
|Glass and Sign Section<br />
|(2013/09)<br />
|-<br />
|145<br />
|Accounts Receivable / Valuable Papers<br />
|(2013/09)<br />
|-<br />
|147<br />
|Installation/Builders Risk Section<br />
|(2016/03)<br />
|-<br />
|163<br />
|Commercial Auto Driver Information Schedule<br />
|(2012/06)<br />
|-<br />
|190<br />
|Supplemental Property Application<br />
|(2013/09)<br />
|-<br />
|302<br />
|Flood Insurance General Change Endorsement<br />
|(2015/04)<br />
|-<br />
|327<br />
|Airport And FBO Liability Section<br />
|(2014/12)<br />
|-<br />
|330<br />
|Aircraft Section<br />
|(2014/12)<br />
|-<br />
|803<br />
|Liquor Liability Section<br />
|(2014/12)<br />
|-<br />
|811<br />
|Value Reporting Information<br />
|(2014/12)<br />
|-<br />
|829<br />
|Forms and Endorsements Schedule<br />
|(2009/05)<br />
|-<br />
|854-CA<br />
|Fair Plan Property Insurance Application for Dwelling Insurance<br />
|(2015/01)<br />
|-<br />
|855-CA<br />
|California Fair Plan Property Insurance Application for Commercial Insurance<br />
|(2015/01)<br />
|-<br />
|856-CA<br />
|Fair Plan Property Insurance Application for Businessowners Insurance<br />
|(2016/01)<br />
|-<br />
|857-CA<br />
|Earthquake Authority Earthquake Insurance Application<br />
|(2011/02)<br />
|-<br />
|NC FS-4<br />
|North Carolina Notice of Termination of Liability Insurance<br />
|<br />
|-<br />
|-<br />
|TruckApp<br />
|[[Media:Form-TruckersInsuranceApplication.pdf|Truckers Insurance Application]]<br />
|(2016/09)<br />
|}<br />
<br />
== Reconcile ==<br />
=== Adjustment Invoices ===<br />
The adjust invoice screen has a number of improvements designed to make it easier to select the specific payable or receivable to adjust, easier to calculate the amount of the adjustment, and faster to enter. <br />
<br />
[[File:Recpay-adjust-cmp.png]]<br />
<br />
*The adjust invoice screen will now show the adjusted invoice balance, which includes payments. This is helpful in calculating the adjustment invoice value if the receivable or payable balance needs to be 0.00. <br />
*The adjustment invoice window within reconcile receivables and payables automatically deselects the bottom “Tie adjustments to client/company adjustment” for company and producer reconciles by default. <br />
*The adjustment window will now automatically select and highlight the adjusted field according to the active reconcile screen. For example, reconcile company payables will select the company value, and reconcile producer payables will select the producer 1 or producer 2 value. <br />
*Since the value is automatically highlighted, keyboard shortcuts can be used to start the adjustment (CTRL + A), or enter the values quickly without using the mouse. <br />
*The adjustment screen will also remember the last adjustment transaction code used, and pre-fill it automatically. <br />
<br />
=== Bank Reconcile ===<br />
There is a new right-click menu option: '''Edit Reconcile Details…''' The detail window displays the start and end date for the bank reconcile, the entered statement balance, and the calculated (all items/control totals) balance. <br />
<br />
[[File:Bankrec-editdetails.png]]<br />
<br />
*The statement balance can be modified if entered incorrectly, added if skipped initially, or removed if added incorrectly.<br />
*The Bank Balance section of the bank reconcile window will automatically switch modes if the statement balance is added / removed. (Statement Balance vs Bank Balance)<br />
<br />
=== Producer Payables ===<br />
There is a new option in reconcile producer payables which ignores client balances. Selecting the option will display any invoice with a producer payable balance, even if no client payment is attached. <br />
<br />
[[File:Recpay-prd-dontfilterclient.png]]<br />
<br />
*This will not affect the amount calculated for “pay all in trust”, but it will allow the user to manually mark the invoices to pay, or pay all in full. <br />
*Batch reconcile producer payables also includes the new option.<br />
<br />
=== Reconcile Validation Engine ===<br />
Reconcile payables and receivables now automatically verifies the invoices when you resume a saved reconcile in progress. It performs the same verification when you select process all, or when batch reconcile payables is used. <br />
<br />
[[File:Rve-message.png]]<br />
<br />
*It will update the invoice amounts (including new lines), and remove items as needed. <br />
*It will reduce the payment amount if an invoice is removed entirely. (Sub-GL change or invoice deleted). <br />
*It '''will not''' reduce the payment amount if an invoice amount is changed. After an invoice change has been detected, edit the payment details or select the desired '''Pay All''' action to recalculate the payment amounts. <br />
*It '''will not''' add new invoices automatically, however that can still be done with the right-click menu within reconcile.<br />
<br />
==== Bank Reconcile Validation ====<br />
Bank reconcile automatically verifies any Cash, Check, or Journal entries when you resume a saved reconcile in progress. It performs the same verification when you select process all. <br />
<br />
[[File:Bankrec-transactionschanged-det.png]]<br />
<br />
*It will update the reconcile totals automatically when items are removed, or amounts are changed. <br />
*It '''will not''' add new transactions automatically, however that can still be done with the right-click menu within reconcile.<br />
<br />
=== Select Actions When Reconcile Completes ===<br />
The reconcile functions in Newton provide the ability to run reports from the archive of processed items. The reconcile functions can also be configured to automatically create and store .PDF copies of the reports as each item is processed. The .PDF copies can be stored on the various attachment bands within Newton ''(Client Tab -> Attachments, Company Tab -> Attachments)'', or externally in a user-specified folder.<br />
<br />
[[File:Reconcile-archive-foldertree.png]]<br />
<br />
*Reconcile Producer Payables can optionally email the producer's report, in addition to placing the .PDF archive in the user-specified Archive folder. <br />
*These settings apply to both individual reconciles and Batch Reconcile Company/Producer Payables. <br />
*The automatic actions '''do not require any additional steps''', clicks, or prompts during processing.<br />
<br />
'''Reconcile Functions With Automatic Actions:'''<br />
*Bank Deposit Wizard<br />
*Bank Reconcile<br />
*Client Receivables<br />
*Company Payables<br />
*Company Receivables<br />
*Producer Payables (Includes .PDF or email)<br />
<br />
==== Configure Invoice Reconcile Actions ====<br />
#Select '''AP -> Reconcile Payables'''.<br />
#Select '''Other -> Select Actions When Reconcile Completes...'''<br />
#Check to enable or disable the different report options. If '''Save report to archive''' is selected for any option, select the desired '''Archive Folder'''. ''(Each Newton user can have a different archive folder providing the option to store the files in a secure local folder on the workstation.)''<br />
#:[[File:Reconcile-actions-invoiceactions.png]]<br />
#Select '''OK'''. <br />
<br />
==== Configure Bank Reconcile Actions ====<br />
#Select '''GL -> Bank Reconcile'''. <br />
#Select '''Other -> Select Actions When Bank Reconcile Completes...'''<br />
#Check to enable or disable the different report options. If '''Save report to archive''' is selected for any option, select the desired '''Archive Folder'''. ''(The Archive folder is [[#Configure Invoice Reconcile Actions|shared with the invoice reconcile archive folder]].)''<br />
#:[[File:Reconcile-actions-bankactions.png]]<br />
#Select '''OK'''.<br />
<br />
== Vouchers ==<br />
Default [[Voucher Transaction|Voucher]] payment [[Voucher_Transaction#Voucher_Transaction:_Payment|Bank and check types]] can now be saved to the [[Vendor Profile]]. <br />
<br />
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Vendor'''.<br />
#Select '''Find'''.<br />
#Select the desired vendor number and select '''OK'''. <br />
#Select the '''Default Voucher Checks''' -> '''[[Bank Profile|Bank]]''' and '''Check Type''' (Regular, Wire/EFT). <br />
#Select '''Save'''. (Requires [[Security System|Security System: Profiles -> Vendor -> Edit]] access.)<br />
#Select '''Exit'''.<br />
<br />
[[File:Setup-vendor-defvoucher.png]]<br />
<br />
<br />
When a single voucher or multiple vouchers are paid, the values will default based on the vendor profile for that voucher. <br />
<br />
[[File:Voucher-payment-venddefaults.png]]<br />
<br />
<br />
If nothing is set, the Bank value will display “Default from Agency Profile”, and voucher payments will continue to default based on the [[Agency Profile]]. <br />
<br />
== Other ==<br />
*Easy MAPI Outlook integration updated to version 7.2.0.52. <br />
*Management Add-ons: Backdated transactions includes GL, SUB-GL and Amount columns.<br />
*Management Add-ons: Client - Clients by territory<br />
<br />
=== Preferences - Global Options (All Users) ===<br />
A new Global Options (All Users) tab is now available within the [[Preferences|preferences window]] with a number of new options. The tab is only visible to users with the highest security level. <br />
<br />
*All previous cash options have been moved to the new tab. <br />
*Financial Reports Preview Zoom Level: Controls the default zoom level for report previews of financial reports such as the Balance Sheet and Income & Expense. <br />
*GL Inquiry - Allow GL Total and Sub-Total overrides: [[GL_Inquiry#Override_Options|If the overrides are enabled, the Totals Type and SubTotals Type for each General Ledger account can be modified on-the-fly]].<br />
*Income & Expense - Allow multiple department filters: By default, the Income & Expense report will include totals for [[Department Profile|one department, or all departments]]. Enabling this option allows the agency to including multiple individual department filters. <br />
*Print and Preview forms by viewing PDF: When the print or preview options are selected from within an ACORD form, the output is automatically displayed as a PDF file, or send to the printer as a PDF file using the computer's default PDF application. <br />
<br />
<br />
[[File:Setup-preferences-global-reports.png]]</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Newton_Release_Notes:_November_2014&diff=6598Newton Release Notes: November 20142021-07-19T19:26:05Z<p>Brutledge: </p>
<hr />
<div>[[Category:Release Notes]]<br />
To request an update to Agency Systems, see the [[Server Update Instructions]].<br />
<br />
Feature Highlights:<br />
*Activity Types and Filters<br />
*Attachments Types, Tags and Filters<br />
*Related Clients and Client Contact Copy<br />
*Parent / Sub-Company and Billing Company Columns<br />
*Updated ACORD Forms and Automatic Current Form Date<br />
*Batch Reconcile Company and Producer Payables<br />
*Bank Deposit Wizard<br />
*Operator-Specific Interface Options and Preferences (Larger Band Text Font Sizes)<br />
<br />
== Activity ==<br />
Each of the '''Policy Express -> Automated Procedures''' have been updated to allow the operator to append additional details to the activity log. This behavior is similar to the previously available option for adding activity text to the activity log when an attachment is created.<br />
<br />
For example, when a policy is endorsed, additional text can be added to the '''Policy Log''' field. <br />
:[[File:automatedproc-end-appendtolog.png]]<br />
<br />
This text will be appended to the automatic activity item for the endorsement. <br />
:[[File:automatedproc-end-appendtolog-logview.png]]<br />
<br />
The append to policy log option is available for the following automated procedures:<br />
*Renew Policy<br />
*Endorse Policy<br />
*Cancel Policy<br />
*Reinstate Policy<br />
*Move to New Client<br />
*Change Policy Number<br />
<br />
In addition, the '''Create Diary''' option can be selected to simultaneously create a follow up suspense item, and append the text to the activity log. <br />
<br />
The '''Basic Tab -> Activity Band''' now features a '''Print Preview''' option. Selecting the option will print complete activity items based on the currently filtered activity types, and date range in date order.<br />
=== Activity Types and Filters ===<br />
Additional activity types have been added, with a filter for each type. The activity bands have been updated to include an activity type display column. <br />
*'''Correspondence''': Emails, Attachments, Printed Memos. ''<br />
*'''Policy Notes''': Policy activity note added from policy express. <br />
*'''Diaries''': Any diary action including creating, editing, and closing diary items. ''(New activity type displayed in blue)''<br />
*'''Submissions''': Any submission action including creating, editing, and closing submission items. ''(New activity type displayed in blue)''<br />
*'''Automated Procedures Activity''': Any Policy Express -> Automated Procedures activity such as Renew, Endorse, Cancel, Reinstate and more. ''(New Activity Type)''<br />
*'''System''': All other activity, recorded automatically by the system for E&O.<br />
<br />
The activity filters can be changed by right-clicking an activity within the following areas:<br />
*Dashboard -> Activity Band<br />
*Client -> Activity Band<br />
*Policy Express -> Activity Band<br />
*:[[File:Activity-right-click.png]]<br />
<br />
By default, all activity types other than '''System''' are displayed. To edit the default displayed activity types, see [[#Activity Listing|Other -> Preferences -> Activity Listing]] below.<br />
<br />
== Attachments ==<br />
*After attaching an item to the '''Client Basic Tab''' through drag+drop, the '''Attachment Band''' will automatically refresh the list of attachments to show the item. <br />
*After attaching an item to the '''Company Tab''' through drag+drop, the '''Attachment Band''' will automatically refresh the list of attachments to show the item. <br />
*After attaching an item to the '''Management Tab -> Company or Operator''', through drag+drop, the '''Attachment Band''' will automatically refresh the list of attachments to show the item.<br />
*'''Management Tab -> Company or Operator -> Attachment Band''' now features a '''Right-Click -> Refresh''' option. Selecting the option will only refresh the Attachment Band, not the entire policy list. <br />
=== Attachment Types and User Tags ===<br />
In addition to being saved to a policy, Attachments can now be assigned a '''Type''' and User-Defined '''Tag'''. View filters can be applied for the types, similar to [[#Activity|Activity Filters]].<br />
<br />
[[File:Basic-attch-typetag.PNG]]<br />
<br />
Attachment '''Type''' and '''Tag''' columns are displayed in the following locations:<br />
*Dashboard -> Attachments<br />
*Management Tab -> Operator -> Attachments<br />
*Management Tab -> Company -> Attachments<br />
*Company Tab -> Attachments<br />
*Client Basic Tab -> Attachments<br />
<br />
==== Attachment Type Setup ====<br />
Attachment types can be manually assigned to user-created attachments, in addition to being automatically set for system-generated attachments. <br />
{| class="wikitable"<br />
!Type<br />
!Automatically Assigned To<br />
|-<br />
|Accounting<br />
|Client/Company Reconcile Reports, Commission Download/Commission Builder Reports<br />
|-<br />
|Document<br />
|Printed Memo Writer documents.<br />
|-<br />
|ACORD/Forms<br />
|Previewed or Printed ACORD forms.<br />
|-<br />
|Picture<br />
|<br />
|-<br />
|Other<br />
|<br />
|-<br />
|Packages<br />
|Batch print generated PDF packages. <br />
|-<br />
|}<br />
<br />
Attachment Type profiles cannot be modified.<br />
<br />
==== Attachment Tag Setup ====<br />
Attachment tag profiles are user-defined, created by office administrators. ''(Requires '''Other -> Security System -> AR -> Policy Transaction -> Global''' Access)''<br />
<br />
=====Create an Attachment Tag=====<br />
#Select '''Profiles -> Attachment Tag Setup'''.<br />
#Enter the desired '''Attachment Tag Name'''. <br />
#Select '''Save'''.<br />
#:[[File:Menu-attchtag-save.png]]<br />
<br />
=====Rename an Attachment Tag=====<br />
#Select '''Profiles -> Attachment Tag Setup'''.<br />
#Select the existing '''Tag Desc''' from the drop-down. <br />
#Select '''Replace'''.<br />
#:[[File:Menu-attchtag-replace.png]]<br />
#Enter the new '''Attachment Tag Name'''.<br />
#Select '''Update'''.<br />
#:[[File:Menu-attchtag-replace-update.png]]<br />
<br />
=====Delete an Attachment Tag=====<br />
You cannot recover a deleted Attachment Tag. All previously associated attachments will no longer have an '''Attachment Tag''' set. <br />
#Select '''Profiles -> Attachment Tag Setup'''.<br />
#Select the existing '''Tag Desc''' from the drop-down. <br />
#Select '''Delete'''.<br />
#:[[File:Menu-attchtag-delete.png]]<br />
#Confirm when prompted.<br />
<br />
==== Add Attachment Type and/or Tag to New Attachment ====<br />
New attachments with common file extensions (.jpg, .docx, .pdf) will automatically be assigned an '''Attachment Type'''.<br />
===== Add Attachment Through Drag+Drop =====<br />
#'''Drag+Drop''' the attachment onto either a '''Client Tab''', '''Policy Express''', or the '''Company Tab'''. See: [[Attachments]]<br />
#Select the desired '''Type''' and/or '''Tag'''.<br />
#Select '''OK'''.<br />
#:[[File:Attach-editdesc-typetag.png]]<br />
===== Add Attachment Through Browse =====<br />
#Open the '''Client''' on one of the four client tabs. <br />
#Do one of the following:<br />
#*Expand the '''Attachments''' band. Select '''Add Attachment'''.<br />
#*'''Right-Click''' on the policy number listed under '''Active Policies''' and select '''Add Attachment'''. <br />
#Select '''Browse''' and choose the attachment. <br />
#Select the desired '''Type''' and/or '''Tag'''.<br />
#Select '''Okay'''.<br />
#:[[File:Attach-add-browse-type.png]]<br />
<br />
==== Add Attachment Type and/or Tag to Existing Attachment ====<br />
#Load the '''Client''' on one of the four client tabs.<br />
#Expand the '''Attachments Band'''.<br />
#'''Right-Click''' on the attachment and select '''Edit Description'''. <br />
#Select the desired '''Type''' and/or '''Tag'''.<br />
#Select '''OK'''.<br />
#:[[File:Attach-editdesc-typetag.png]]<br />
<br />
==== Filter Attachment List by Type ====<br />
#Load the '''Client''' on one of the four client tabs.<br />
#Expand the '''Attachments Band'''.<br />
#'''Right-Click''' on the attachment and select '''Attachment Types'''. ''(By default, '''All''' will be selected)''. <br />
#:[[File:Attch-attchtypes-all.png]]<br />
#Select the desired '''Attachment Type''' from the list. <br />
#The attachment list will be automatically filtered to only include attachments saved as the selected '''Attachment Type'''.<br />
#:[[File:Attch-attchtypes-picture.png]]<br />
#Multiple attachment types can be selected by choosing additional types.<br />
<br />
=== Company and Operator Secure Attachments ===<br />
Secure attachments added to the management sub-tab attachment bands can now be removed or edited using a right-click menu. <br />
*'''Management -> Operator -> Attachments'''<br />
*'''Management -> Company -> Attachments''' <br />
<br />
[[File:Management-producer-attachment-edit.png]]<br />
<br />
Company tab attachments can now be '''converted to secure attachments''' using a right-click menu. After the conversion, the attachment will be removed from the company tab, and only available from the management tab.<br />
<br />
[[File:Company-attach-convertsecure.png]]<br />
<br />
== Client Profile ==<br />
=== Client Contacts ===<br />
Client contacts which refer to the client physical or mailing address will be automatically updated if the client profile address is changed. <br />
==== Copy Contacts From An Existing Client ====<br />
One or more contacts can now be copied from an existing client. <br />
#Load a '''Client''' on one of the four client tabs. <br />
#Select '''Edit''' above the contact list.<br />
#Select the '''Contacts tab'''.<br />
#Select '''Copy'''.<br />
#:[[File:client-edit-contacts-copy.png]]<br />
#Enter the existing source client number, or use the client keyword search to select the client. (''To search left-click the display area labeled "Must Enter Client".'')<br />
#Select the desired contacts, and select '''Copy'''.<br />
#:[[File:client-edit-contacts-copy-copyfrom.png]]<br />
#Exit the client profile screen and the copied contacts will display on the client basic tab. <br />
#:[[File:client-edit-contacts-copy-complete.png]]<br />
<br />
=== Related Clients (Cross-Reference)===<br />
Client profiles can now be related to each other, allowing the operator simple one-click access to multiple client profiles.<br />
<br />
Multiple clients are related in a group, which can be more than two clients. Each client is individually related to all clients in a client group. <br />
<br />
When a group is initially created, the first related client is assigned as the primary client. <br />
===== Assign a Related Client =====<br />
#Load a '''Client''' on one of the four client tabs. <br />
#Select '''Edit Client'''. <br />
#Select the '''Details Tab'''. <br />
#Select '''Related To -> ''' and choose the related client. <br />
#Select '''Save''', then '''Exit'''. <br />
===== View a Related Client =====<br />
#Load a '''Client''' on one of the four client tabs. <br />
#Select '''Show Related''' in the client toolbar. <br />
#:[[File:Clienttoolbar-showrelated.png]]<br />
#All Related clients are listed in the contact frame. <br />
#:[[File:Clienttoolbar-showrelated-list.PNG]]<br />
#'''Left-Click''' on a related client to load the related client's basic tab.<br />
===== Remove a Related Client =====<br />
A primary client which has other client's assigned cannot be edited until all sub-client references are removed. <br />
#Load the sub-client on one of the four client tabs. <br />
#Select '''Edit Client'''.<br />
#Select the '''Details Tab'''. <br />
#Select '''Related To -> ''' and remove the displayed client number. <br />
#Select '''Save''', then '''Exit'''.<br />
<br />
After all sub-clients are removed, the original primary client can now be reassigned.<br />
<br />
== Company Codes ==<br />
=== Billing Company Column ===<br />
Each of the policy band lists across the system now contain a Billed column. The column displays the company code assigned to first invoice line on the policy. If the current transaction has not been invoiced, the most-recent invoice company is displayed. If the policy has never been invoiced, nothing will be listed.<br />
<br />
*Client Basic Tab -> Active Policies<br />
*:[[File:Basictab-activepolicies-billed.png]]<br />
*Dashboard -> Expiring Policies<br />
*:[[File:Dashboard-expiringpolicies-billed.png]]<br />
*Dashboard -> Active Policies<br />
*Company Tab -> Active Policies<br />
*Management Tab -> Operator/Company/Class code Policy Details or Full Details.<br />
<br />
=== Parent: Subsidiary (Sub-Company) Relationships ===<br />
Individual company codes in Agency Systems can now be assigned to a Parent Company. The '''Company Tab -> Active Policies''' list for a parent company will list all policies assigned to the parent company, and all policies assigned to any subsidiary. The '''Management -> Company Tab''' will summarize all active polices by Parent Company, but will retain the option to display only policies assigned to specific company codes. <br />
<br />
==== Assign a Parent Company ====<br />
#Select '''Profiles -> Company'''.<br />
#Select '''Search''', then select the desired subsidiary.<br />
#Enter the primary company code in the '''Parent Company''' field. <br />
#:[[File:profiles-company-parentcompany.png]]<br />
#Select '''Save'''.<br />
#Repeat this process to assign each subsidiary.<br />
#When finished, select '''Exit'''.<br />
<br />
==== List All Subsidiaries Assigned to a Parent Company ====<br />
#Select '''Profiles -> Company'''.<br />
#Select '''Search''', then select the desired parent company.<br />
#Select the '''Subsidiaries''' tab.<br />
#:[[File:Profiles-company-subsid.png]]<br />
#All assigned subsidiaries will be displayed.<br />
#:[[File:Profiles-company-subsid-list.png]]<br />
<br />
=== Company Tab - Policy List By Parent Company ===<br />
The Active Policies band and expired policies section of the company tab will automatically display any policy written to the parent company and assigned subsidiaries.<br />
<br />
[[File:companytab-includesubsid.png]]<br />
<br />
The '''Active Policies''' list will also include a '''Company''' column. The column displays the policy company for each item. <br />
<br />
[[File:companytab-includesubsid-pollist.png]]<br />
<br />
To list only policies assigned directly to the parent company, deselect '''Include Subsidiaries'''.<br />
<br />
The '''Include Subsidiaries''' option and the '''Active Policies -> Company''' column are only visible on the Company Tab if the selected company code is a parent company with assigned subsidiaries. <br />
=== Management Tab - Production Total By Parent Company ===<br />
Select the '''Management Tab''', then select the bottom '''Company''' tab.<br />
<br />
By default, all companies are listed in the left frame by parent company. ''(Subsidiary company codes are not listed individually.)''<br />
<br />
[[File:management-company-displaybyparent.png]]<br />
<br />
Selecting a company will list all policies assigned to the parent company code and any subsidiary company code. The policy list will contain a column displaying the specific policy company code for each policy. <br />
<br />
Select '''All Summary''' to display the entire active book of business by parent company.<br />
<br />
To display each subsidiary individually, deselect '''Display Companies by Parent Company'''.<br />
<br />
== Forms ==<br />
=== Updated ACORD Forms ===<br />
{|class="wikitable"<br />
!Number<br />
!Name<br />
!Form Version<br />
|-<br />
|37<br />
|Statement Of No Loss<br />
|(2008/01)<br />
|-<br />
|50-ME<br />
|Insurance Identification Card<br />
|(2007/08)<br />
|-<br />
|63<br />
|Fraud Statements<br />
|(2013/09)<br />
|-<br />
|64-NY<br />
|Auto Supplement<br />
|(2008/06)<br />
|-<br />
|80<br />
|Homeowner Application<br />
|(2013/09)<br />
|-<br />
|90-MO<br />
|Personal Automobile Application<br />
|(2010/10)<br />
|-<br />
|125<br />
|Commercial Insurance Application<br />
|(2014/12)<br />
|-<br />
|126<br />
|Commercial General Liability Section<br />
|(2014/04)<br />
|-<br />
|127<br />
|Business Auto Section<br />
|(2014/12)<br />
|-<br />
|128<br />
|Garage And Dealers Section<br />
|(2014/12)<br />
|-<br />
|130<br />
|Workers Compensation Application<br />
|(2013/09)<br />
|-<br />
|131<br />
|Umbrella/Excess Section<br />
|(2013/12)<br />
|-<br />
|137-NY<br />
|Commercial Auto<br />
|(2012/01)<br />
|-<br />
|137-OH<br />
|Commercial Auto<br />
|(2011/08)<br />
|-<br />
|138-TX<br />
|Garage And Dealers<br />
|(2014/12)<br />
|-<br />
|138-UT<br />
|Garage And Dealers<br />
|(2012/05)<br />
|-<br />
|146<br />
|Equipment Floater Section<br />
|(2013/09)<br />
|-<br />
|Canada ID Card<br />
|Canada Non-Resident Inter-Province Motor Vehicle Liability Card<br />
|(2014/06)<br />
|}<br />
<br />
=== Form Function Updates ===<br />
The form date for all ACORD forms can globally be set to "Always use the current date" if one of the policies on the form is active. For example, if a certificate is originally created on 1-15-2014, but printed on 6-4-2014, the form date on printed form will automatically show the current date of 6-4-2014 without requiring any user action. ''(See [[#Global Form Configuration Options|Global Form Configuration Options]] to enable this new option.)''<br />
<br />
Drivers created through commercial lines download will now populate the '''Year Licensed''' field. This field displays on the ACORD 127, and is also used to calculate the years experience column. <br />
==== ACORD 70, 71, and 175 - Effective Date of Change====<br />
'''Effective Date of Change''' field now defaults to the policy sequence effective date. The '''Inception Date of Policy''' field now displays the policy term effective date. <br />
*ACORD 70 Personal Policy Change Request (Except Auto)<br />
*ACORD 71 Personal Auto Policy Change Request<br />
*ACORD 175 Commercial Policy Change Request<br />
<br />
==== ACORD 126 - More Hazards than Rows ====<br />
The ACORD 126 only contains seven rows for the schedule of hazards. If more than seven hazards are contained within a commercial download, the additional hazards will be automatically added to the supplemental remarks form. <br />
<br />
[[File:Acord-126-remarks-hazardoverflow.png]]<br />
<br />
==== ACORD 131 - Primary Policy Number and Import Property Buttons ====<br />
The primary policy number at the top of the form will now be automatically selected if the ACORD 131 is manually created outside of the forms tab. <br />
<br />
Location section at the bottom of Page 1 now contains '''Import Property Data''' button for each location, allowing name and address details to populate from the property schedule. <br />
<br />
[[File:Form-131-importprop.png]]<br />
<br />
==== NC FS-1 North Carolina Certificate of Liability Insurance ====<br />
Company Code field will now display the DOT code saved to the policy company profile. Previously the NAIC code was displayed.<br />
<br />
=== Global Form Configuration Options ===<br />
The global ACORD form configuration options have been moved to the main menu. The option can be accessed by selecting '''Other -> Configure Forms'''. ''(Operator security Level 9 is required)''<br />
:[[File:menu-other-configureforms.png]]<br />
<br />
==== Batch Hide/Show ACORD Form Library Items ====<br />
A new option has been added to quickly hide ACORD forms from the list of forms provided when a new form is generated.<br />
*'''Hide All State Specific Except TX:''' Hides all ACORD forms specific to a state that does not match the agency profile state. <br />
*'''Hide All Commercial/Personal:''' Hides all commercial lines or personal lines ACORD forms. <br />
*'''Hide All/Show All:''' Hides all forms or shows all forms. <br />
<br />
[[File:Menu-other-configureforms-other.png]]<br />
<br />
Individual forms can still be marked hidden, or marked to show, even after one of the global options is selected. <br />
==== Printed Form Date Configuration ====<br />
A new option to globally control the form date printed on each ACORD form is now available.<br />
*'''Use date on form:''' Default option, which will continue to mirror prior behavior and print the saved form date visible on the ACORD form. <br />
*'''Always use current date, unless policy is expired:''' When a form is printed/emailed, the date will automatically show the current date, as long as one of the policies is active. <br />
*'''Use current date when printed from MyInsuranceDashboard, unless expired:''' Only forms generated by MID will automatically show the current date. <br />
<br />
[[File:menu-other-configureforms-printdate.png]]<br />
<br />
=== Form Interface Toolbar Changes ===<br />
The top toolbar visible within an ACORD form has been updated to display the most commonly used functions. <br />
<br />
[[File:toolbar-form-unbundled.png]]<br />
*Selecting '''New''' has been changed to display the entire form library, instead of defaulting to a new version of the current form. <br />
*'''Batch print''' is available for all ACORD forms, providing the ability to print or email a single form, multiple forms, or only specific holders on a certificate. <br />
*If the form is eligible to be added to a form bundle, '''Bundle This Form''' will be listed to the right of the '''Other''' menu. <br />
*If the form is already part of a form bundle, the same button will display '''View Bundle'''. <br />
*:[[File:toolbar-form-bundled.png]]<br />
*If a certificate is opened, such as the ACORD 25 - Certificate of Liability, '''Choose Holders''' and '''Choose Properties''' will be listed. <br />
*:[[File:toolbar-form-certificate25.png]]<br />
*The navigation options to step through existing forms have been moved to '''Other -> Navigation'''.<br />
<br />
== Reconcile Payables ==<br />
*Entering the Reconcile Payables on-account amount now requires the user to select "Add on-account amount". <br />
*Reconcile payables report now includes the on-account amount if entered.<br />
<br />
=== Batch Reconcile Payables ===<br />
Reconcile payables now includes a batch processing option for both companies and producers. The batch process will search all companies or producers in the date range specified, and save a reconcile in progress for each individual code. The individual payables can then be adjusted if necessary, or processed with a single step. <br />
<br />
For example, all producer payable reconciles can be paid with a single action, creating an individual check for each producer code. <br />
<br />
Access to batch reconcile payable requires the following security:<br />
*Other -> Security System -> AP -> Reconcile Payables -> View and Entry.<br />
*Other -> Security System -> AP -> Check Transaction -> Entry.<br />
*Other -> Security System -> Profiles -> Company -> View (For batch company payables).<br />
*Other -> Security System -> Profiles -> Producer -> View (For batch producer payables).<br />
==== Batch Create Company or Producer Payables ====<br />
#Select one of the payable menu options:<br />
#:*Select '''AP -> Reconcile Payables Batch -> Batch Create Company Payables'''<br />
#:*Select '''AP -> Reconcile Payables Batch -> Batch Create Producer Payables'''<br />
#:The batch create window will display, pre-filled with the default reconcile start and end dates. (''AP -> Reconcile Payables -> Other -> Change Default Dates...'')<br />
#:[[File:batchcreatereconciles.png]]<br />
#Enter an amount in the '''Ignore if Payment Below''' field to limit the matches to a minimum payable value. <br />
#Select to either '''Pay Full Amount''', or '''Pay Trust Amount'''. <br />
#Enter the default bank code for all check transactions, and the default check type. (''These can be changed individually for each matching payable'').<br />
#When finished, select '''Ok'''. The system will automatically search for all company or producer codes which meet the selected criteria. <br />
#When finished, a summary page is displayed for each code. The report also includes codes which do not have any matching invoices, or codes with a balance below the required amount (credit balance). <br />
#Select '''Ok''' to view a complete list of all codes with a payable balance. <br />
#:[[File:batchcreatereconciles-cmp.png]]<br />
<br />
Each matching payable is now saved as a reconcile-in-progress. The window can be closed, and the process resumed at a later date. <br />
<br />
To continue processing, see [[#Batch Process Company or Producer Payables|the section below, Batch Process Company or Producer Payables]].<br />
<br />
==== Batch Process Company or Producer Payables ====<br />
#Select one of the payable menu options:<br />
#:Select '''AP -> Reconcile Payables Batch -> Batch Process Company Payables'''<br />
#:Select '''AP -> Reconcile Payables Batch -> Batch Process Producer Payables'''<br />
#:The batch process window will display showing all pending batch reconcile payables. (''If no items are listed, first [[#Batch Create Company or Producer Payables|create a company or producer payable batch]]''.)<br />
#:[[File:batchcreatereconciles-cmp.png]]<br />
#'''Right-Click -> Edit Reconcile...''' to view all details for an item. The '''Reconcile Payables''' window will open allowing for invoice adjustments, invoice line detail, and payment detail modifications.<br />
#:[[File:batchprocessreconcile-rightclick.png]]<br />
#Select the desired items to process, or click '''Select All''' to select all pending reconciles. The total payment amount and earned commission ''(GL 2110 - Company Payables Only)'' will be calculated and displayed at the bottom of the window. <br />
#:[[File:Batchprocessreconcile-selectall.png]]<br />
#Select '''Process Selected''' to complete the reconcile for each selected item, creating a physical check or a wire check for each item. ''(Select '''Cancel Selected''' to remove all items.)''<br />
#:[[File:batchreconcile-processing-progressbars.png]]<br />
#:Example: Individual checks created for each payable sub-gl.<br />
#:[[File:Batchprocessreconcile-checkregister.png]]<br />
#When finished, select '''Yes''' to transfer any earned commission between bank accounts. ''(GL 2110 - Company Payables Only)''<br />
#:[[File:batchprocessreconcile-transferec.png]]<br />
#:Complete the [[Bank Transfer]] to transfer the earned income between accounts.<br />
#Close the Batch Process Reconciles window when finished.<br />
<br />
== Bank Deposit ==<br />
A new bank deposit wizard is now available to automate the daily cash deposit step outlined in the [[Process_Daily_Cash_Deposits_With_Cash_On-Hand_Account|process daily cash deposits with cash on-hand account]] procedure. <br />
<br />
;The Bank Deposit will do the following: <br />
*Display all unreconciled cash transactions saved to the cash on-hand bank account in Newton which have not been transferred to the operating account. <br />
*Allow the operator to select the desired items to transfer to the operating account as a deposit.<br />
*Create the transfer of money to the operating account as a single deposit (cash transaction).<br />
*Automatically reconcile the transferred cash on-hand transactions.<br />
*Print a report showing only the items transferred from the cash on-hand account, to the operating account. <br />
<br />
Access to GL -> Bank Deposit requires the following security levels: ''(Other -> Security System)''<br />
*'''AR -> Cash Transaction -> View, Entry, Edit'''<br />
*'''AP -> Check Transaction -> Entry'''<br />
=== Create a Bank Deposit ===<br />
#Select '''GL -> Bank Deposit'''.<br />
#Enter the cash on-hand '''Bank Code'''. ''([[Process_Daily_Cash_Deposits_With_Cash_On-Hand_Account#Create_A_New_Default_Cash_Bank_Profile|Create a New Default Cash Bank Profile]])''<br />
#:[[File:Gl-bankdeposit.png]]<br />
#Select '''Ok'''. All unreconciled cash items will be displayed, pre-selected for transfer. The total deposit amount is displayed at the bottom. <br />
#:[[File:gl-bankdeposit-selectedlist.png]]<br />
#Select '''Set All''' or '''Clear All''' to selected/deselect all items. Alternatively, individual items can be selected or deselected using the '''Deposit''' check box.<br />
#After all of the desired transactions have been selected, Select '''Ok'''.<br />
#The bank deposit transfer window will display. <br />
#:[[File:Gl-bankdeposit-transferdetails.png]]<br />
#If desired, edit the '''Effective Date''', '''Department Code''', '''Description''', or '''[[Bank Transfer|Bank Transfer GL]]'''. Select '''Ok''' when finished.<br />
#The deposit report will be displayed, listing all transferred transactions and the deposit total. <br />
#:[[File:gl-bankdeposit-reportdetails.png]]<br />
<br />
The operating account will now have a single cash transaction displayed for the total deposit amount. The single transaction will match the amount displayed on the bank statement for use during the bank reconcile process. <br />
<br />
[[File:gl-bankdeposit-bankrec.png]]<br />
<br />
== Bank Reconcile ==<br />
Journals transactions to GL 1100 were previously listed in the totals summary at the bottom of bank reconcile window. The journal amounts were automatically included in the reconciled bank balance value. <br />
<br />
The line-item for each journal can now be hidden from the bank rec screen through a new right-click option. <br />
<br />
;Right-Click -> Show -> Deselect "Show Journals"<br />
:[[File:bankrec-rightclick-showjournals.png]]<br />
<br />
== Operator Preferences and Options ==<br />
A number of new options and preferences are now available within Newton. In addition, many of the previously available global options are now available to individual operators. <br />
<br />
Each operator can now independently select their own preferences and options, without changing settings for other users. <br />
<br />
Select '''Other -> Preferences''' to access the new user control panel. ''(This option was previously displayed as Other -> Client Explorer Options)''<br />
<br />
=== Account History ===<br />
The account history tab is now the first tab displayed. The available options have not been changed, and are still available for each operator. The settings control the default options for the client account tab. <br />
<br />
[[File:menu-preferences-accounthistory.png]]<br />
<br />
=== Activity Listing ===<br />
The '''Activity Listing''' tab is a new set of options to control which [[#Activity Types and Filters|activity types]] display by default in the following areas:<br />
*Dashboard -> Activity Band<br />
*Client Basic Tab -> Activity Band<br />
*Policy Express -> Activity Band<br />
<br />
[[File:menu-preferences-activitylisting.png]]<br />
<br />
The default values are per operator, and the filters can be changed on-the-fly through the right-click menu. <br />
=== User Options ===<br />
The '''User Options''' tab was previously named '''Global Settings'''.<br />
*Each of the user options are now available per operator. <br />
*The first field has been renamed to '''Default Band Date Range''' and no longer applies to the client activity band. ''([[#Activity Listing|See Activity Listing above for the new Activity Band default filter value]])''<br />
*A new '''Band font size''' option is available to increase the font used by the information bands on the Dashboard, Client Basic Tab, Management Tab, Company tab, and more. <br />
<br />
[[File:Menu-preferences-useroptions.png]]<br />
<br />
=== Cash Options ===<br />
The cash options tab is only visible to users with a security level of 9. The cash options tab is the only tab which globally sets settings for all users. <br />
<br />
*Check '''Show Signature On Receipt''' to enable the cash receipt signature<br />
*Un-Check '''Show Policy Details on Regular and Transmittal Receipts''' to disable including policy details on regular cash receipts.<br />
*Enter any desired text to be printed on every cash receipt. (''Line-breaks are not currently supported'')<br />
[[File:Menu-clientexpopt-cashoptions.png]]<br />
<br />
All cash options were introduced in the [[Newton Release Notes: March 2014|March 2014 release of Newton]].<br />
=== Email Options ===<br />
Each of the email options are now available per operator. <br />
<br />
[[File:Menu-clientexpopt-emailoptions.png]]<br />
<br />
All email options were introduced in the [[Newton Release Notes: March 2014|March 2014 release of Newton]].<br />
<br />
== Other ==<br />
=== Batch Print ===<br />
The Batch Print interface has been updated with larger buttons, and a Wiki help link. <br />
<br />
[[File:Batchprint2.png]]<br />
=== Download ===<br />
*Renamed '''"Edit Details..."''' button inside of Commission Download/Commission Builder to '''"Payment..."'''.<br />
*If the Commission Download / Commission Builder -> '''Adjust Commission Received''' setup configuration options have not been completed, the system will provide a prompt and wiki link with instructions. <br />
*Commission Download / Commission Builder -> '''Adjust Commission Received''' options no longer require creating a cash receipt. The operator can use an existing on-account cash receipt, or not create any cash and still use the adjustment options.<br />
<br />
=== Font Size ===<br />
In addition to the larger information band font size options, a number of text fields have been increased for all users. These changes cannot be adjusted. <br />
*The submission comment entry and comment display section.<br />
*Diary comment entry and display section<br />
*Client Notes<br />
*Company Notes<br />
*Activity Entry and Display Window<br />
<br />
=== Email ===<br />
The email display bands on the Dashboard, Client Basic Tab, and Company tab now contain a From column, in addition to the To column. <br />
<br />
=== Memo Writer ===<br />
Locked memo templates can now be unlocked '''after pending changes have been entered''', allowing the operator to easily update a locked memo template. ''(Previously, first unlocking a memo was required before any updates could be started.)''</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Client_Tab:_Client_Dashboard&diff=6597Client Tab: Client Dashboard2021-07-19T19:25:56Z<p>Brutledge: </p>
<hr />
<div>[[Category:Training Guides]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Client]] Newton User Guide: [[Newton User Guide#Client|Client]]</td><br />
</tr><br />
<tr><br />
<td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|March 2017]]</td><br />
</tr><br />
<tr><br />
<td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Client_Tab&oldid=4271#Client_Tab:_Dashboard Click Here]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Client Profile]]</li><br />
<li>[[Client Tab]]</li><br />
<li>[[Client Tab: Download]]</li><br />
<li>[[Main Menu and Tab Navigation]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Training Guides|Training Guides]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
This page provides an overview of the Client Dashboard that displays when a [[Client Tab]] is loaded from the [[User Dashboard Tab]], or through the [[Client Keyword Search]], [[Policy Keyword Search]], or [[Named Insured Keyword Search]]. <br />
<br />
The [[Main Menu and Tab Navigation|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.<br />
<br />
== Before you begin ==<br />
You must first find a client and load a client tab. <br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Client Tab]] for more information.<br />
<br />
== Client Dashboard Interface ==<br />
After [[Client Tab#Find a Client|searching for and loading a client]], the Client Dashboard Tab is displayed below the [[Client Tab#Client Tab: Summary Panel|Summary Panel]]. <br />
<br />
[[File:Clienttab-dashboard.png]]<br />
<br />
=== Client Dashboard Toolbar ===<br />
[[File:Clienttab-dashboard-toolbar.png]]<br />
;Client Dashboard Toolbar<br />
*'''Refresh:''' Reload the data on the selected tab. To reload the entire client, [[Client Tab#Client Tab: Summary Panel|select the house icon within the summary panel]]. <br />
*'''Find Text:''' Jump to text on the page. (To search activity see [[#Activity|the Activity section below]]).<br />
*'''Create Item:''' Menu of client action items in addition to the '''Create Item''' links at the beginning of expanded data bands (+).<br />
*'''Activity Search:''' Find and the filter the activity, email, and attachment data bands for a specific word or value. (See [[#Activity|the Activity section below]]). <br />
<br />
== Contacts ==<br />
Client contacts are listed as the top band on the client dashboard. The contact band can be automatically expanded by [[Preferences#User Options|enabling the user preference]].<br />
<br />
:[[File:Clienttab-contacts.png]]<br />
<br />
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Client: Contacts (Create, Edit, or Delete)]].<br />
<br />
== Related Clients ==<br />
[[Related Clients]] are directly below the Contacts band. The related clients band is only visible if the currently selected client is related to another client. <br />
<br />
The list includes the client name, DBA, address, and phone numbers. <br />
<br />
[[File:Clienttab-relatedclients.png]]<br />
<br />
<br />
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Client: Related Clients (Cross-Reference)]].<br />
<br />
== Client Notes ==<br />
Client notes are used for permanent notes about a client. Client notes aren’t indexed for searching and do not display in the [[#Activity|activity band]]. <br />
<br />
Only highlighted client notes will display by default. Select '''Click for more notes''' to display all client notes within the default filtered date range.<br />
''(See [[Preferences#User Options|Setup -> Preferences -> User Options -> Default Band Date Range]] to change the value)''<br />
<br />
After selecting '''Click for more notes''', select '''Click to show all notes''' to remove the default date filter.<br />
<br />
Select '''Create Note''' to add a client note and choose whether to highlight the note. The text is permanent, and can’t be changed once saved.<br />
<br />
Notes can be optionally set as a Popup Notice, and will automatically open when the client is loaded.<br />
<br />
[[File:Clienttab-dashboard-notes.png]]<br />
<br />
Client note text size can be increased and decreased by the [[Preferences#Memo Font Size|Memo Font Size]] user preference. ''(Setup -> Preferences -> User Options)''<br />
<br />
== Diaries ==<br />
A [[Diary]] is a simple follow-up item; for example, a telephone message. A Diary includes a suspense-date for follow-up, description, and notes. Diaries can be created from the [[#Client Dashboard Toolbar|Client Dashboard]], or automatically attached to a policy through the [[Policy Dashboard]]. <br />
<br />
[[File:Clienttab-dashboard-diary.png]]<br />
<br />
<br />
If a policy or diary is selected from the [[User Dashboard Tab]], [[Management Tab]], or [[Company Tab]], Newton will automatically load the client tab first, then the selected item as a sub-tab. <br />
*Multiple policies or diaries can be opened on the same client. <br />
*When a Client Tab is closed, all sub-tabs will be automatically closed. (For additional information, see: [[Main_Menu_and_Tab_Navigation#Navigating_tabs_and_sub-tabs|Navigating tabs and sub-tabs]].)<br />
<br />
[[File:Newton-clientdash-mutlitab-markup.png]]<br />
<br />
<br />
The diaries band on the client dashboard also contains a '''Closed Diaries''' sub-band. When the band is expanded, all closed diaries for the client will be listed. Each of the sub-band headers can also be selected to sort the list. <br />
:[[File:Clientbasic-diaries-closeddiaries.PNG]]<br />
<br />
The diaries band can be automatically expanded by [[Preferences#User Options|enabling the user preference]]. The diary comment [[Preferences#Memo Font Size|font size can be adjusted per user]].<br />
<br />
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Diary]].<br />
<br />
== Activity ==<br />
Activity shows recent activity within the default filtered date range by default. <br />
''(See [[Preferences#User Options|Setup -> Preferences -> User Options -> Default Band Date Range]] to change the value)''<br />
<br />
The activity is categorized based on a number of types: <br />
*'''Correspondence''': [[Email|Emails]], [[Attachments]], Printed Memos. ''<br />
*'''Policy Notes''': Policy activity note added from the [[Policy Dashboard]]. <br />
*'''Diaries''': Any [[#Diaries|diary]] action including creating, editing, and closing diary items. <br />
*'''Submissions''': Any [[#Submissions|submission]] action including creating, editing, and closing submission items. <br />
*'''Policy Tasks''': Any [[:Category:Policy Tasks|Policy Dashboard -> Policy Task]] activity such as Renew, Endorse, Cancel, Reinstate and more.<br />
*'''System''': All other activity, recorded automatically by the system for E&O.<br />
<br />
By default, all activity types other than '''System''' are displayed. Right-Click within the Activity band to change the filters on-the-fly.<br />
<br />
[[File:Clienttab-dashboard-activitytypes.png]]<br />
<br />
<br />
To edit the default displayed activity types, see [[Preferences#Activity Listing|Setup -> Preferences -> Activity Listing]]. Activity log text size can be increased and decreased by the [[Preferences#Memo Font Size|Memo Font Size]] user preference. ''(Setup -> Preferences -> User Options)''<br />
<br />
=== Activity Search ===<br />
Enter text within the toolbar to display all activity items, [[#Attachments|attachments]], and [[#Emails|emails]] that include a word or numeric value. <br />
[[File:Clienttab-dashboard-activitysearch.png]]<br />
<br />
Select the [[Client Tab#Client Tab: Summary Panel|house icon to clear the search filter and reload the client tab]].<br />
<br />
=== Recent Activity ===<br />
The Client Dashboard and [[Policy Dashboard]] have a Recent Activity panel that is automatically displayed. <br />
*The panel is supplemental to the existing [[#Activity|Activity band]], that requires no additional steps to view.<br />
*The items are shown regardless of date, and regardless of type. If the most recent thing was a download from two years ago, it will be at the top of the list. <br />
*The panel uses the information [[Preferences#Band_Font_Size|band viewer to display items and the font size is variable]]. Mouse hints are displayed and the activity items can be opened. <br />
*Selecting '''Refresh''' on the [[#Client Dashboard Toolbar|Client Dashboard]] or Policy dashboard will automatically update the list. <br />
<br />
[[File:Clientdash-recentactivity.png]]<br />
<br />
<br />
The number of items in each recent activity list is configurable with a new user preference. The panels can be disabled independently if desired. (Setup -> Preferences -> Activity Listing)<br />
<br />
[[File:Preferences-activity-recent.png]]<br />
<br />
== Submissions ==<br />
A [[Submission]] is a follow-up item that is attached to the task of marketing or writing a specific policy or quote. A submission allows the operator to attach company-specific applications, loss runs, renewal apps, etc. to a quote or policy. Comments added to a submission are permanent, and cannot be changed or erased. All changes to the description, suspense dates, etc. are recorded in activity. <br />
<br />
[[File:Submission-full.png]]<br />
<br />
<br />
The '''Closed Submissions''' sub-band will initially only show closed items within the '''Default Band Date Range''' ''([[Preferences#User Options|Setup -> Preferences -> User Options]])''. Choose '''Click to show all''' to remove the date filter and display all closed submissions. <br />
:[[File:Clientbasic-submissions-closedsubmissions-clicktoshow.PNG]]<br />
<br />
The submission comment [[Preferences#Memo Font Size|font size can be adjusted per user]]. The submissions band can be automatically expanded by [[Preferences#User Options|enabling the user preference]]. <br />
<br />
== Policies ==<br />
Any [[Policy: Create A Policy|policy or quote]] with a current or future expiration date is displayed. Quotes appear in green, and cancelled policies still in force display in red. Click the policy number to open the [[Policy Dashboard]]. The premium and invoice totals of all the policies are shown here. Clicking the Premium, Invoiced, or Est Annual Prem amount for any policy record will open [[Policy & Billing]].<br />
<br />
[[File:training1-basictab-activepolicies.png]]<br />
<br />
<br />
[[Transaction Profile|Transaction]], [[Class Profile|Class]], and [[Company Profile|Company]] columns will only display the code. Holding the mouse pointer over each code will display the full name.<br />
<br />
[[File:Releasenotes-basic-policyhover.png]]<br />
<br />
<br />
The '''Billed''' column displays the [[Company Profile|company code]] assigned to first invoice line on the policy. If the current transaction has not been invoiced, the billing company for the most recent invoice is displayed. If the policy has never been invoiced, nothing will be listed.<br />
<br />
[[File:Basictab-activepolicies-billed.png]]<br />
<br />
<br />
The details band can be expanded by selecting the (+) at the beginning of each policy record. Additional Right-Click menu options are also available.<br />
<br />
A row below all active items will display the number of records and the totals for each of the columns: Premium, Invoiced, and Estimated Annual Premium. If the mouse pointer is held over the policy count, or each column total, a numeric break-down by Policy, Quote, and Binder will display.<br />
<br />
[[File:releasenotes-basic-policytotalshover.png]]<br />
<br />
The policies band can be automatically expanded by [[Preferences#User Options|enabling the user preference]]. <br />
<br />
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Policy: Create A Policy]].<br />
<br />
=== Expired and Replaced Policies ===<br />
<br />
The '''Expired Policies''' sub-band only displays policies and quotes expired within the '''previous three years'''. To show all expired policies, select '''Click to show all'''. <br />
<br />
[[File:Clientbasic-policies-showall.PNG]]<br />
<br />
<br />
By default, policies and quotes marked as '''Replaced''' are hidden from the policy lists. To include replaced policies, '''Right-Click''' and select '''Include Replaced'''. <br />
<br />
'''Retail Agency Type:''' By default, quotes are included in both the active and expired policy lists. To hide quotes, '''Right-Click''' and de-select '''Include Quotes'''. <br />
<br />
<span style="color: red">'''GA Agency Type:'''</span> By default, quotes '''are not included''' in the active and expired policy lists. To include quotes, '''Right-Click''' and select '''Include Quotes'''.<br />
<br />
[[File:Clientbasic-policies-replacedandquotes.png]]<br />
<br />
=== Policy Dashboard ===<br />
Select a policy number from the [[Client Tab]] to open the [[Policy Dashboard]]. The Policy Dashboard is central to viewing and updating anything associated with a policy including [[:Category:Policy Tasks|common tasks such as renewals and endorsements]]. <br />
<br />
If a policy or diary is selected from the [[User Dashboard Tab]], [[Management Tab]], or [[Company Tab]], Newton will automatically load the client tab first, then the selected item as a sub-tab. <br />
*Multiple policies or diaries can be opened on the same client. <br />
*When a Client Tab is closed, all sub-tabs will be automatically closed. (For additional information, see: [[Main_Menu_and_Tab_Navigation#Navigating_tabs_and_sub-tabs|Navigating tabs and sub-tabs]].)<br />
<br />
[[File:Newton-clientdash-mutlitab-markup.png]]<br />
<br />
<br />
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Policy Dashboard]].<br />
<br />
== Claims ==<br />
Select the (+) next to '''Claims''' to view all open claims. The claims band also contains a '''Closed Claims''' sub-band. When the band is expanded, all closed claims for the client will be listed.<br />
<br />
[[File:Clientbasic-claimss-closedclaims.PNG]]<br />
<br />
<br />
To create a claim, open a policy and create the claim from the [[#Policy Dashboard|Policy Dashboard]].<br />
<br />
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Claims]].<br />
<br />
== Drivers, Equipment, Vehicles, and Properties ==<br />
Drivers, Equipment, Vehicles, and Properties are stored into schedules that can be imported into associated [[:Category:Forms|ACORD Forms]] and [[Forms: Form Bundle|Form Bundles]]. These schedules are automatically [[:Category:Download|created by download]], or they can be updated by hand. The information is entered once, rather than being retyped into every applicable form, and can easily be seen from the client’s dashboard.<br />
<br />
:[[File:training1-basictab-schedules.png]]<br />
<br />
Each of the schedule bands includes a sub band for inactive items. <br />
<br />
[[File:releasenotes-basic-schedules.png]]<br />
<br />
<br />
Expanding the inactive section will list all inactive items for that client. To mark an item as active, select the item from the inactive list, change it to active, and select '''Save'''.<br />
<br />
[[File:releasenotes-schedules-activeflag.png]]<br />
<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Newton_User_Guide#Forms|Forms]] for more information.<br />
<br />
== Memos ==<br />
Memos are word-processing documents that range from expiration notices to marketing campaigns created with [[Memowriter]]. Memowriter provides the ability to [[Memowriter: Create A Form Letter Template|create form letter templates]] that can be used to 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]]. <br />
<br />
[[File:training1-basictab-memos.png]]<br />
<br />
<br />
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Memowriter: Client Memo]]. <br />
<br />
== Emails ==<br />
Click '''Emails''' to show e-mails sent from or attached to Newton. To attach an e-mail to a client, [[Email|drag and drop it from Outlook]] onto the client’s dashboard. To attach an e-mail to a policy, drag and drop it into the [[#Policy Dashboard|Policy Dashboard]].<br />
<br />
[[File:training1-basictab-emails.png]]<br />
<br />
<br />
Only emails within the default filtered date range are initially displayed. Select '''Click to show all Emails''' to remove the date filter.<br />
''(See [[Preferences#User Options|Setup -> Preferences -> User Options -> Default Band Date Range]] to change the value)''<br />
<br />
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Email]].<br />
<br />
== Attachments ==<br />
Click the (+) next to '''Attachments''' to see attachments for the client and policies. Click '''Add Attachment''' to add an attachment by browsing, or simply drag and drop a file or photo onto the client’s dashboard or [[#Policy Dashboard|Policy Dashboard]].<br />
<br />
[[File:Basic-attch-typetag.PNG]]<br />
<br />
<br />
Attachments are first sorted by date, then by policy, and finally according to the order added if multiple attachments share the same date and policy number. The most recent attachment is listed on top. <br />
<br />
Only attachments within the default filtered date range are initially displayed. Select '''Click to show all''' to remove the date filter.<br />
''(See [[Preferences#User Options|Setup -> Preferences -> User Options -> Default Band Date Range]] to change the value)''<br />
<br />
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Attachments]].<br />
<br />
== Insured ==<br />
An Insured band is listed if the [[Client Profile|client type is Broker]].<br />
<br />
:[[File:Releasenotes-basic-insured.png]]<br />
<br />
To create a new Insured for the broker, select '''Create Insured'''. To edit an existing Insured select the insured’s number. <br />
<br />
'''<span style="color:red">For GA agencies</span>''', after performing a [[Client Tab#Named Insured Keyword Search|keyword search by '''Named Insured''']], the client dashboard bands include filtered results for the following bands:<br />
*[[#Diaries|Diaries]]<br />
*[[#Submissions|Submissions]]<br />
*[[#Policies|Policies (Including Quotes)]]<br />
*[[#Attachments|Attachments (Always includes client attachments)]]<br />
:[[File:Clientbasic-insuredfilter.PNG]]</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Preferences&diff=6596Preferences2021-07-19T19:25:48Z<p>Brutledge: </p>
<hr />
<div>[[Category: Profiles]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Setup Profiles]] Newton User Guide: [[Newton User Guide#Setup Profiles|Setup Profiles]]</td><br />
</tr><br />
<tr><br />
<td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Summer 2018]]</td><br />
</tr><br />
<tr><br />
<td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Preferences&oldid=3732 Click Here]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Make Text and Other Items Larger or Smaller]]</li><br />
<li>[[Newton_User_Guide#Newton_Interface_Overview|Newton Interface Overview]]</li><br />
</ul><br />
</td><br />
</tr><br />
<br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Profiles|Profiles]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
<br />
A large number of options and preferences are available to individual operators within Newton. <br />
<br />
From the [[Main Menu and Tab Navigation|Main Menu]], select '''Setup''' -> '''Preferences''' to access the user options menu, or select '''User Options''' from the [[User Dashboard Tab]]. <br />
<br />
== Account History ==<br />
[[File:Preferences-account-history.png|thumb|400px|right|Account History]]<br />
The account history tab controls the default user options for the client accounting tab. Each of the options are available per operator.<br />
<br />
By default, all invoices are included for a balance forward client, and only invoices with a balance are included for open-item accounting clients. <br />
<br />
In addition, a '''Bucket Days''' option can be set to modify the different client aging buckets <br />
from the system default of 30 days.<br />
<br />
==== Balance Forward vs. Open-item Accounting ====<br />
Newton by Agency Systems can handle both balance forward and open-item accounting. <br />
<br />
In a balance forward accounting system, all payments and invoices are applied against the total balance owing on the account. In balance forward accounting, you make no attempt to specifically pay the individual invoices. The payments simply reduce the total balance owed by the amount paid. <br />
<br />
In an open-item accounting system, all payments are recorded against specific invoices. [[Reconcile Producer Payables]] will only show invoices still due to the [[Producer Profile|producer]], where the [[Client Profile|client]] has paid or the [[Company Profile|company]] has paid in full, or in part. [[Reconcile Producer Payables]] can be used to pay the trust amount, or only a portion of the total amount due, based on the [[:Category:Receivables|receivable]] balance. All payments are applied directly to invoices, allowing the agency more specific reporting, and control.<br />
<br />
By default, the client accounting tab displays balances according to the '''[[Client Profile]]''' -> '''Details''' -> '''A/R Type''' setting. If desired, the client setting can be bypassed by a global option to display all clients with either method. For agencies who prefer balance forward accounting, a start date of the beginning of the fiscal year is recommended. <br />
<br />
==== Zero Balance Items ====<br />
The client accounting tab has three classes of zeros: <br />
*Zero balance invoices (including late charges and agency fees)<br />
*Zero balance payments (cash, checks and journals)<br />
*Pairs of payments effective the same day which sum to zero, known as "zeroed couplets" (offsetting on-account transmittal cash and checks). <br />
<br />
The display options are shown as '''Include zero balances''' and '''Include zero payments'''. <br />
<br />
{| class="wikitable"<br />
!Include zero balances<br />
!Include zero payments<br />
!Notes<br />
|-<br />
|No<br />
|Yes<br />
|<br />
'''This is the default configuration.'''<br />
* Zeroed couplets are hidden.<br />
* Zero balance invoices are hidden.<br />
* If there are no non-zero invoices, zero balance payments are shown for all time.<br />
* If there are non-zero invoices, zero balance payments are shown if they are more recent than the oldest non-zero invoice.<br />
|-<br />
|No<br />
|No<br />
|<br />
* Zeroed couplets are hidden.<br />
* Zero balance invoices are hidden.<br />
* Zero balance payments are hidden.<br />
|-<br />
|Yes<br />
|No<br />
|<br />
* Zeroed couplets are hidden.<br />
* Zero balance invoices are shown.<br />
* Zero balance payments are hidden.<br />
|-<br />
|Yes<br />
|Yes<br />
|<br />
* Zeroed couplets are shown.<br />
* Zero balance invoices are shown.<br />
* Zero balance payments are shown.<br />
|-<br />
|}<br />
<br />
There is no checkbox for including zeroed couplets; zeroed couplets are hidden if either zero balances or zero payments are hidden.<br />
<br />
If the user includes zero payments but doesn't include zero invoices, and if there are non-zero invoices showing, the include-zero-payment option is interpreted slightly differently. It will include zero payments only back to the date of the oldest invoice that is showing.<br />
<br />
== Activity Listing ==<br />
[[File:Preferences-activity-listing.png|thumb|400px|right|Activity Listing]]<br />
The activity listing tab is a set of options to control which [[Activity|activity types]] display by default in the following areas:<br />
*[[User Dashboard Tab]] -> Activity Band<br />
*[[Client Tab: Client Dashboard|Client Dashboard]] -> Activity Band<br />
*[[Policy Dashboard]] -> Activity Band<br />
*[[Diary]], [[Policy & Billing]], and [[Submission]] activity pop-up window. <br />
<br />
The default date range controls the initial display when an activity list is expanded. The default type filters can be changed on-the-fly through the right-click menu, and the date range expanded by selecting a filter at the bottom of the initial activity list. <br />
<br />
Recent activity displays on both the [[Client Tab: Client Dashboard|Client Dashboard]] and [[Policy Dashboard]]. Choose to disable either of the panels or change the number of items that are listed. <br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Client_Tab:_Client_Dashboard#Recent_Activity|Client Dashboard - Recent Activity]] and [[Policy_Dashboard#Recent_Activity|Policy Dashboard - Recent Activity]] for more information.<br />
<br />
== User Options ==<br />
[[File:Ic warning black 24dp.png]] From the [[Main Menu and Tab Navigation|Main Menu]], select '''Help'''-> '''Reset All User Preferences''' to reset user options to system defaults. <br />
=== Client dashboard ===<br />
[[File:Preferences-user-options.png|thumb|400px|right|User Options]]<br />
The client dashboard section controls which information bands are expanded by default when the [[Client Tab: Client Dashboard|client dashboard]] is loaded. An option to enable the [[Client_Tab#Named_Insured_Keyword_Search|Named Insured Keyword Search]] is useful for retail agencies who have some [[Agency Bill (Broker Billed)|Broker Billed clients]]. <br />
<br />
'''Always replace current client tab with keyword search''' - Controls what happens when a client is loaded using either the Find Client, Find Policy, or Find Insured keyword search options. The option will '''replace''' the currently selected client tab instead of creating a new tab each time.<br />
<br />
=== Font Size and Color ===<br />
'''Band font size''' - Increase the font used by the information bands on the [[User Dashboard Tab]], [[Client Tab]], [[Management Tab]], [[Company Tab]], and more. <br />
<br />
'''Memo Font Size''' - Controls the text size for the following:<br />
*[[Client_Tab#Activity|Activity Log]] -> Entry<br />
*[[Client_Tab#Activity|Activity Log]] -> View<br />
*[[Client_Tab#Client_Notes|Client Notes]]<br />
*[[Company_Tab#Company_Notes|Company Notes]]<br />
*[[Diary]] -> Comment Field<br />
*[[Policy Dashboard]] -> Policy Summary Panel (right)<br />
*[[Policy Dashboard]] -> Preview Pane and Policy Bulletin (bottom)<br />
*[[Submission]] -> Comment Field<br />
*[[User Dashboard Tab|User Dashboard]] -> Preview Pane<br />
<br />
<br />
'''Set Dashboard Color''' - By default, the dashboard background for all tabs is white. The background can be changed by using the instructions below. <br />
#Select '''Setup -> Preferences'''. <br />
#Select the '''User Options''' tab.<br />
#Select '''Set Dashboard Color'''.<br />
#'''Left-click''' the drop down to select the '''bottom option'''. <br />
#Select one of the custom colors ('''Recommended'''), or create your own. Select '''OK'''. <br />
#:[[File:Menu-preferences-useroptions-color-custom.png]]<br />
#Select '''Save''', then restart Newton.<br />
<br />
=== Suspense Items ===<br />
'''Diary Screen''' - Diaries are available as either a full screen top tab, or as a classic pop up window.<br />
<br />
'''Future Days Filter''' - Controls how far in the future the [[User Dashboard Tab]] displays open [[Diary]] and [[Submission]] items. <br />
<br />
'''Unread''' - All new items [[Newton_Release_Notes:_Summer_2018#Unread_Status_and_Last_Change_Date|default to unread]], regardless of the current operator and assigned operator. The default unread status for self-assigned items can be disabled by changing the user preference. <br />
<br />
'''User Dash Refresh''' - Choose when the [[User Dashboard Tab]] is automatically refreshed when a submission is used. <br />
<br />
=== Policy Dashboard ===<br />
'''Policy Dashboard''' - Policies are available as either a full screen top tab, or as a classic pop up window.<br />
<br />
'''Expand Transactions''' - Automatically expand the transaction list within the [[Policy Dashboard]]. <br />
<br />
'''Auto Load Policies''' - Policy tabs will automatically open for active policies when a client tab is loaded. <br />
*Quotes are not loaded automatically. <br />
*If there are more than 5 active policies, the 5 policies which expire first are loaded.<br />
*Policies will only load automatically on Broker Billed clients when the Named Insured filter is applied. <br />
*If the Policy Keyword Search is used, and Load Policy selected, only the selected policy will auto load when the client tab is created. <br />
*The Policies will auto load even if the Policies band is not expanded by default. <br />
<br />
<br />
'''Policy Task Defaults''' - When the [[Newton_User_Guide#Policy|policy task is started]], the transaction code drop-down will automatically pre-fill. If nothing is selected, it will continue to default as empty. The defaults are user-specific, so each user can have their own default values.<br />
#From the '''User Dashboard Tab''' select '''User Options'''. (Optionally select Setup -> Preferences from the main menu.)<br />
#Select the '''User Options''' tab. <br />
#Choose the desired [[Transaction Profile|Transaction Code]] defaults within the '''Policy Task Defaults''' section.<br />
#:[[File:Preferences-user-policytaskdefaults.png]]<br />
#Select '''Save''' and restart Newton.<br />
<br />
=== Other ===<br />
The sort options apply to multiple dashboards, such as the [[User Dashboard Tab]], [[Management Tab]], [[Vendor Tab]], and [[Client Tab: Client Dashboard|Client Dashboard]]. <br />
<br />
'''Tab Style''' - Controls what happens when the number of open tabs is greater than the width of Newton. The tabs can either be "locked" to a single row, or stacked in multiple lines similar to dividers in file folders.<br />
<br />
== Email Options ==<br />
[[File:Email-store-original.png|thumb|400px|right|Email - Store Original]]<br />
The email options control system behaviors in regards to [[Email|Outlook email integration]]. <br />
<br />
'''Save original Outlook Message during Drag+Drop''' - When an email is attached into Newton using drag-and-drop, the original Outlook message is converted to a Newton email. The contents of the email are available within the activity listing, and any reply to the converted message is integrated with the rest of Newton. <br />
<br />
Newton provides the ability to store a copy of the original Outlook message linked to the converted Newton email record. After attaching an email into Newton, the converted email is automatically displayed. At the top of the window, select '''Store Original''' to link a copy of the original Outlook message to the converted Newton email.<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Newton_Release_Notes:_Summer_2018#Store_Original_Outlook_Message|Store Original Outlook Message]] for more information.<br />
<br />
== Global Options (All Users) ==<br />
[[File:Preferences-global-options.png|thumb|400px|right|Global Options]]<br />
The Global Options tab is only visible to [[Producer Profile|users]] with a [[Security System|security level]] of 9. All options listed within the Global Options apply to the [[Agency Profile|entire agency]], not a specific user. <br />
<br />
==== Cash Options ====<br />
'''Show Signature On Receipt''' - Adds an [[Scan An Electronic Signature|electronic signature]] to the a cash receipt.<br />
<br />
'''Show Policy Details on Regular and Transmittal Receipts''' - In older versions of Newton, policy details were only included on cash transmittals. <br />
<br />
'''Comments''' - Enter any desired comment text to be printed on every cash receipt. (''Line-breaks are not currently supported'')<br />
<br />
==== Financial Reports ====<br />
'''Zoom level''' - Increase the default zoom level when financial reports are previewed. <br />
<br />
'''GL Inquiry''' - See [[Report:_GL_Inquiry#Override_Options|Report: GL Inquiry]] for more information. <br />
<br />
'''Income & Expense Multiple Departments''' - Allows for multiple [[Department Profile|department codes]] to be entered instead of the default options of one or all. <br />
<br />
[[File:Report-income-expense-dpts.png]]<br />
<br />
<br />
'''Check previous month for closed status''' - After opening Newton, a warning is automatically displayed if the previous month (GL) is still open. The warning will only display for users with access to [[Open or Close Month (GL)| '''Accounting''' -> '''Open/Close Month''']].<br />
<br />
[[File:Info-prevmonthopen.png]]</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=User_Dashboard_Tab&diff=6595User Dashboard Tab2021-07-19T19:25:40Z<p>Brutledge: </p>
<hr />
<div>[[Category:Training Guides]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Newton Interface Overview]] Newton User Guide: [[Newton User Guide#Newton Interface Overview|Newton Interface Overview]]</td><br />
</tr><br />
<tr><br />
<td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|March 2017]]</td><br />
</tr><br />
<tr><br />
<td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=User_Dashboard_Tab&oldid=4148 Click Here]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Main Menu and Tab Navigation]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Training Guides|Training Guides]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
This page provides an overview of the initial User Dashboard Tab that displays immediately [[Log in to Newton by Agency Systems|after the login screen]]. <br />
<br />
The [[Main Menu and Tab Navigation|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.<br />
<br />
== Before you begin ==<br />
The main menu is not specific to the User Dashboard Tab, displayed at the top of the Newton window.<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Main Menu and Tab Navigation]] for more information.<br />
<br />
== User Dashboard Tab Interface ==<br />
The dashboard tab contains a top toolbar of global options, and a profile drop-down box to change the selected [[Producer Profile|operator]]. <br />
<br />
[[File:Dashboardtab-toppanel.png]]<br />
;User Dashboard Toolbar<br />
*'''Refresh:''' Refreshes the currently selected dashboard, without removing any applied filters. <br />
*'''Find Text:''' Displays the find window to find a value displayed on the dashboard.<br />
*'''Create Item:''' Create a new [[Diary]] (Todo), or [[Email]]. <br />
*'''User Options:''' Configure user [[Preferences|preferences]] for the Newton interface. <br />
*'''Wiki:''' Opens the help documentation on the Newton Wiki for the dashboard tab.<br />
*'''Show / Hide Preview Pane:''' Enable or disable the preview pane, which displays details for the selected item. [[#Preview Pane|See below for additional information]].<br />
*'''Agency Bulletin:''' The Agency Bulletin is the optimal place for office announcements made by an office manager. [[#Agency Bulletin|See below for additional information]]. <br />
<br />
==== View Another User's Dashboard ====<br />
By default, the dashboard displays all information based on the current operator. The view can easily be changed with a single selection to another member of the team. This allows a manager to quickly view [[#Active Policies|total estimated future production by producer]], and [[#Expiring Policies|expiration lists by CSR]]. <br />
<br />
Select the drop-down box to view a different operator, or enter the operator code in the drop-down field and press '''<Enter>''' or '''<TAB>''' when finished. By default, inactive operators are not included in the drop-down list. To load an inactive operator, first select the "'''Include Inactive Operators'''" check box. ''(Changing to another operator’s list can be disabled per operator through [[Producer Profile|Setup -> Producer (Users)]].)''<br />
<br />
[[File:Dashboardtab-toppanel-incinactive.png]]<br />
<br />
==== Agency Bulletin ====<br />
When a user opens the system, the Agency Bulletin is automatically displayed. The Agency Bulletin is the optimal place for office announcements made by an office manager. For example, office lunches, meetings, procedure reminders, outside visitors, or birthday messages. <br />
<br />
[[File:Userdashboard-agencybulletin.png]]<br />
<br />
<br />
The agency bulletin will either have an '''Edit''', or an '''Open''' button. Selecting either button opens the same window, one as read-only and one with write access. <br />
<br />
[[File:Userdashboard-agencybulletin-create.png]]<br />
<br />
<br />
Editing the Agency Bulletin requires [[Security System|Setup -> Security System -> Profiles -> Agency -> Edit]] access.<br />
<br />
The view and edit screens both use the Memo Font Size set in the user [[Preferences#Band_Font_Size|preferences]].<br />
<br />
== Navigation: Right-Click, Sorting, and Preview Pane ==<br />
The User Dashboard Tab is an interactive reporting view for [[#Submissions|ToDo items (Submissions and Diaries)]], [[#Expiring Policies|expiring policies]], [[#Active Policies|active policies]], [[#Active Clients|active clients]], and [[#Emails|recent correspondence]]. The dashboard allows the [[#View Another User's Dashboard|current operator]] quick-and-easy one-click access to information previously only available through multiple reports.<br />
<br />
Click the (+) next to any section to expand that section, or (-) to collapse it. You can click the column headers in any of these bands to sort the list; for example, to sort policies by premium, or clients by source of business. <br />
<br />
If a policy or diary is selected from the User Dashboard Tab Newton will automatically load the client tab first, then the selected item as a sub-tab.<br />
<br />
[[File:Newton-clientdash-mutlitab-markup.png]]<br />
<br />
<br />
Each band of the Dashboard Tab includes a Right-Click option to copy the contents to the clipboard. Once copied, the content can be pasted into an email, Microsoft Word document, or Microsoft Excel spreadsheet. <br />
<br />
Each band of the Dashboard Tab also includes a Right-Click option to '''Open Client''', which creates a new [[Client Tab|Client Tab]].<br />
<br />
[[File:Dashboard-submission-openclient.png]]<br />
<br />
==== Preview Pane ====<br />
<br />
Selecting a record will display contextual information in the right preview pane. The information displayed will change based on the type of record selected. For example, submission and diary items will display comments, while a client record will display detailed client information. The preview pane width can be adjusted, and the font size changed by Right-Clicking, and selecting the desired size.<br />
<br />
[[File:releasenotes-dashboard-preview-rightclick.png]]<br />
<br />
The position and font size will be retained for each user after exiting the application.<br />
<br />
== Submissions ==<br />
A [[submission]] is a follow-up item that is attached to the task of marketing or writing a specific policy or quote. A submission allows the operator to attach company-specific applications, loss runs, renewal apps, etc. to a quote or policy. Comments added to a submission are permanent and cannot be changed or erased, and all changes to description, suspense dates, etc. are recorded in activity.<br />
<br />
[[File:Submission-window.png]]<br />
<br />
*All submissions within the default ToDo date range with a status type of open assigned to the [[#View Another User's Dashboard|current operator]]. <br />
*See [[Preferences#User_Options|Setup -> Preferences -> User Options -> ToDo Future Days Filter]] to change the default value.<br />
*Active submissions are displayed in blue. Past-due submissions are displayed in red. <br />
*Expand the submission detail band to view the same additional information listed on the [[Client Tab]]. <br />
*'''Right-Click -> Print Section''' to print all ToDo items or select '''Options''' to apply additional filters.<br />
*:[[File:releasenotes-dashboard-submission-rightclick.png]]<br />
*A closed submissions sub-band is also available. <br />
<br />
==== Submissions Assigned to Others ====<br />
<br />
The submissions band also includes a '''Submissions Assigned to Others''' sub-band. An assigned submission is any open submission originally created by the current user, assigned to another user. Only open submissions within the [[Preferences#User_Options|default future ToDo range]] used for the active submissions band will be displayed.<br />
<br />
== Active Diaries ==<br />
A [[diary]] is a simple follow-up item; for example, a telephone message. A diary includes a suspense-date for follow-up, description, and notes. <br />
<br />
[[File: Diary-window.png]]<br />
<br />
*All diaries within the default ToDo date range with a status type of open assigned to the current operator.<br />
*See [[Preferences#User_Options|Setup -> Preferences -> User Options -> ToDo Future Days Filter]] to change the default value.<br />
*Active diaries are displayed in blue. Past-due diaries are displayed in red.<br />
*Right-Click and select options to apply additional filters or print a report.<br />
<br />
==== Diaries Assigned to Others ====<br />
The active diaries band also includes a '''Diaries Assigned to Others''' sub-band. An assigned diary is any open diary originally created by the current user, assigned to another user. Only open diaries within the [[Preferences#User_Options|default future ToDo range]] used for the active diaries band will be displayed.<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Diary]] for more information. <br />
<br />
== Expiring Policies ==<br />
Lists all expiring policies, quotes, and binders where the current operator is the client CSR, policy producer, or policy sub-producer. Select a policy to open the [[Policy Dashboard]], or right-click to open the [[Client Tab|client]]. The expiration list can be worked directly from the Dashboard Tab; as policies are renewed , replaced, or marked non-renewed, they will be removed from the list. <br />
<br />
[[File:releasenotes-dashboard-expiring.png]]<br />
<br />
The expiration list is split into four sections: <br />
<br />
*Recently Expired – Policies expired within the last 30 days. <br />
*30 days – Policies set to expire within the next 30 days. This band is expanded by default. <br />
*60 days – Policies set to expire within the next 60 days.<br />
*90 days – Policies set to expire within the next 90 days. <br />
<br />
== Active Policies ==<br />
Lists all active policies and binders where the current operator is the client CSR, policy producer, or policy sub-producer. <br />
:[[File:Training1-dashboard-activepol.png]]<br />
<br />
Quotes can be displayed by right-clicking and selecting “Include Quotes”. <br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Policy: Create A Policy]] for more information. <br />
<br />
== Active Clients ==<br />
Lists all [[Client Profile|active clients and prospects]] where the current operator is the client CSR, client producer, or client sub-producer. <br />
:[[File:Training1-dashboard-activeclients.png]]<br />
<br />
Prospects can be hidden by '''Right-Clicking''' and de-selecting '''“Include Prospects”'''. <br />
<br />
Selecting the client name will load the [[Client Tab]]. <br />
<br />
'''Right-Clicking''' and selecting '''Edit Client''' will open the client profile window. <br />
<br />
The Inactive Clients sub-band lists inactive clients and prospects where the current operator is the client CSR, client producer, or client sub-producer.<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Client Profile]] for more information. <br />
<br />
== Emails ==<br />
Lists all [[Email|emails]] saved by the operator, or sent from within Agency Systems to the operator within the last 14 days. <br />
:[[File:Training1-dashboard-emails.png]]<br />
<br />
An option to extend the view to the last 30 days is available.<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Email]] for more information. <br />
<br />
== Activity ==<br />
Lists all activity recorded by the operator within the last 14 days. The same [[Preferences#Activity_Listing|activity type filters available on the client basic tab]] are applied. To change the filters, right-click on a record and select the appropriate option. <br />
:[[File:Training1-dashboard-activity.png]]<br />
<br />
An option to extend the view to the last 30 days is available.<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[KB67723727|Activity]] for more information. <br />
<br />
== Attachments ==<br />
Lists all [[Attachments|attachments]] saved by the operator within the last 30 days. <br />
:[[File:Training1-dashboard-attach.png]]<br />
<br />
An option to extend the view to the last 90 days is available.<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Attachments]] for more information.</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Client_Tab&diff=6594Client Tab2021-07-19T19:25:30Z<p>Brutledge: </p>
<hr />
<div>[[Category:Training Guides]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Client]] Newton User Guide: [[Newton User Guide#Client|Client]]</td><br />
</tr><br />
<tr><br />
<td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|March 2017]]</td><br />
</tr><br />
<tr><br />
<td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Client_Tab&oldid=4271 Click Here]</td><br />
</tr><br />
<br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Client Profile]]</li><br />
<li>[[Client Tab: Client Dashboard]]</li><br />
<li>[[Client Tab: Download]]</li><br />
<li>[[Main Menu and Tab Navigation]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Training Guides|Training Guides]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
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]]. <br />
<br />
The [[Main Menu and Tab Navigation|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.<br />
<br />
<br />
== Find a Client ==<br />
;A Client Tab is created by using one of the following methods<br />
*[[#Client Keyword Search|Client Keyword Search]].<br />
*[[#Policy Keyword Search|Policy Keyword Search]].<br />
*[[#Named Insured Keyword Search|Named Insured Keyword Search (GA)]].<br />
*[[#Find a Client by Number|Client -> Add Tab]].<br />
*[[Dashboard Tab (User)]]: Right-Click -> Open client.<br />
*[[#Related Clients|Client Dashboard -> Related Clients]].<br />
<br />
'''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. <br />
<br />
[[File:clienttab-full.png]]<br />
<br />
=== Client Keyword Search ===<br />
[[File:Ic_info_black_24dp.png]] See: [[Client Keyword Search]] for more information.<br />
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Find Client''' or press '''<F3>''' to open the Client Keyword Search. <br />
#:[[File:Newton-mainmenu-lcrop.png]]<br />
#Enter the search text and press '''<Enter>''' or select '''Search''' to list any matches.<br />
#'''Left-Click''' to view additional information for the client, or press the '''<Up Arrow>''' and '''<Down Arrow>''' to scroll through the list. <br />
#Double-click to load the desired result, or press '''<Enter>''' if selected. <br />
#A [[Client Tab]] will be created for the selected client. <br />
#Multiple client tabs can be opened at the same time, similar to tabs in a browser.<br />
#When a task is completed, select '''Exit''' or the 'X' on the [[Client Tab]] to close the client file.<br />
<br />
=== Policy Keyword Search ===<br />
[[File:Ic_info_black_24dp.png]] See: [[Policy Keyword Search]] for more information.<br />
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Find Policy''' or press '''<Shift + F3>''' to open the Policy Keyword Search. <br />
#:[[File:Newton-mainmenu-lcrop.png]]<br />
#Enter the search text and press '''<Enter>''' or select '''Search''' to list any matches.<br />
#The Policy Keyword Search displays possible matches while the policy number is entered, and can even locate partial policy numbers and close matches.<br />
#:[[File:Policy-keyword-suggestions.png]]<br />
#'''Left-Click''' to view additional information for the policy, or press the '''<Up Arrow>''' and '''<Down Arrow>''' to scroll through the list. <br />
#'''Double-click''' to load the desired result, select '''Load Client''', or press '''<Enter>''' if selected. <br />
#A [[Client Tab]] will be created for the selected client. <br />
#:Optionally select '''Load Policy''' to create both the [[Client Tab]] and automatically load the [[Policy Dashboard]]. <br />
#Multiple client tabs can be opened at the same time, similar to tabs in a browser.<br />
#When a task is completed, select '''Exit''' or the 'X' on the [[Client Tab]] to close the client file.<br />
<br />
=== Named Insured Keyword Search ===<br />
Clients who are saved as agents (broker billed) can also be found by Named Insured. Like the [[#Client Keyword Search|Client Keyword Search]], the Named Insured Keyword Search displays possible matches as each character is entered.<br />
<br />
The Named Insured Keyword Search button is only visible for [[Agency Profile|agencies configured as General Agencies]], or if the [[Preferences#User_Options|option to always show the named insured]] is enabled.<br />
<br />
When a search term is entered, the Named Insured Keyword Search automatically includes matches for a number of fields, such as the phone number. <br />
<br />
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Find Insured''' or press '''<CTRL + F3>''' to open the Named INsured Keyword Search. <br />
#:[[File:Newton-mainmenu-lcrop.png]]<br />
#Enter the search text and press '''<Enter>''' or select '''Search''' to list any matches.<br />
#'''Left-Click''' to view additional information for the insured, or press the '''<Up Arrow>''' and '''<Down Arrow>''' to scroll through the list. <br />
#:[[File:Insured-keyword.png]]<br />
#Double-click to load the desired result, or press '''<Enter>''' if selected. <br />
#A [[Client Tab]] will be created for the selected insured, and the [[Client Tab: Client Dashboard#Insured|insured filter automatically applied to a number data sections]].<br />
#Multiple client tabs can be opened at the same time, similar to tabs in a browser.<br />
#When a task is completed, select '''Exit''' or the 'X' on the [[Client Tab]] to close the client file.<br />
<br />
=== Find a Client by Number ===<br />
The [[#Client Keyword Search|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. <br />
<br />
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.<br />
<br />
[[File:Clienttab-summarypanel-inactive.png]]<br />
<br />
== Create a Client ==<br />
To enter a [[Client Profile|new client or prospect]] into Newton, you should always [[#Find a Client|search existing clients first]] to avoid creating duplicates. Remember to include inactive clients.<br />
<br />
[[File:Ic_info_black_24dp.png]] For more information, see: [[Client Profile]]. <br />
<br />
== Client Tab Interface ==<br />
The client tab contains client [[#Client Tab: Summary Panel|information such as contact numbers and client type]], and data tabs for different data types. The client sub-tabs are [[#Client Tab: Client Dashboard|Client Dashboard]], [[#Client Tab: Accounting|Accounting]], Forms, [[#Client Tab: Download|Download]], History, and Invoices. <br />
<br />
The main menu is not specific to the Client Tab, displayed at the top of the Newton window.<br />
<br />
[[File:Newton-mainmenu.png]]<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Main Menu and Tab Navigation]] for more information.<br />
<br />
=== Client Tab: Summary Panel ===<br />
The client summary panel is below the main menu. The summary panel includes the client selection drop-down box, and client details. <br />
<br />
[[File:Clienttab-summarypanel.png]]<br />
;Client Details <br />
*Client name and number.<br />
*Client DBA name.<br />
*Client phone and fax for commercial lines, or phone1 and phone2 for personal lines. <br />
*Client Address.<br />
*Client [[Producer Profile|Producer, Sub Producer and CSR]], including both the code and profile name for each. <br />
*[[MyInsuranceDashboard.com Integration|My Insurance Dashboard]] enrollment status. <br />
*Client Type of Regular Personal, Regular Commercial, or Broker Billed and [[Client_Profile#Client_Status_.28Client_or_Prospect.29|if the client status is a Prospect]]. <br />
*Client [[Client: User Code, Territory, and Source of Business Profile|User Code 1-3 ,Territory, and Source of Business]], including both the code and profile name for each. <br />
<br />
<br />
[[File:Clienttab-summarypanel-icons.png]]<br />
<br />
;Action Icons<br />
*'''Edit''': Edit Client - Edits the current [[Client Profile]].<br />
*'''Contact Card''': Contact List - Lists contacts for the [[Client Profile|current client]] in a window. <br />
*'''Globe''': View Website - Opens the [[Client Profile|customer website]] in a browser. <br />
*'''Printer''': Dymo - Send [[Client Profile|customer address]] to a [[DYMO Printer Integration|Dymo label printer]]. <br />
*'''Street Sign''': View Map - Opens a map to the [[Client Profile|customer address]] in a browser. <br />
*'''House''': Reload Tab - Clears any filters and sub-tabs and reloads the current client tab. <br />
*'''Up Arrow''': Pop Out Tab - Opens the current tab as a window. Select again to reload the client window as a client tab. <br />
*'''Exit''': Exit Tab - Closes the current tab. <br />
<br />
== Client Tab: Client Dashboard ==<br />
After [[#Find a Client|searching for and loading a client]], the [[Client Tab: Client Dashboard|Client Dashboard Tab]] is displayed below the [[#Client Tab: Summary Panel|Summary Panel]]. <br />
<br />
[[File:Clienttab-dashboard-toolbar.png]]<br />
<br />
<br />
[[File:Ic_info_black_24dp.png]] For more information, see: [[Client Tab: Client Dashboard]].<br />
<br />
== Client Tab: Accounting ==<br />
<br />
See [[Newton_Release_Notes:_September_2015#Client_Tab:_Accounting|Newton Release Notes: Client Tab - Accounting]].<br />
<br />
== Client Tab: Forms ==<br />
<br />
[[File:Ic_info_black_24dp.png]] See [[Forms]] for more information.<br />
<br />
== Client Tab: Download ==<br />
After [[#Find a Client|searching for and loading a client]], select the '''Download''' tab displayed below the [[#Client Tab: Summary Panel|Summary Panel]]. <br />
<br />
[[File:Client-download-toolbar.png]]<br />
<br />
[[File:Ic_info_black_24dp.png]] For more information, see: [[Client Tab: Download]]<br />
<br />
== Frequently Asked Questions (FAQ) ==<br />
*[[Client_Profile#How_do_I_recover_a_deleted_client.3F|How do I recover a deleted client?]]<br />
*[[Client_Profile#How_do_I_export_client_addresses_for_Christmas_cards.3F|How do I export client addresses for Christmas cards?]]<br />
*[[Client_Profile#How_do_I_correct_the_county_for_a_client.3F|How do I correct the county for a client?]]<br />
*[[Client:_Related_Clients_(Cross-Reference)#How_do_I_assign_more_than_two_clients_to_a_related_client_group.3F|How do I assign more than two clients to a related client group?]]<br />
*[[Client_Profile#How_do_I_delete_a_duplicate_client.3F|How do I delete a duplicate client?]]</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Batch_Send&diff=6593Batch Send2021-07-19T19:25:18Z<p>Brutledge: </p>
<hr />
<div>[[Category:Attachment]][[Category:Email]][[Category:Forms]][[Category:Memowriter]][[Category:MyInsuranceDashboard]][[Category: Training Guides]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Correspondence]] Newton User Guide: [[Newton User Guide#Correspondence|Correspondence]]</td><br />
</tr><br />
<tr><br />
<td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td><br />
</tr><br />
<tr><br />
<td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Batch_Send&oldid=5007 Click Here]</td><br />
</tr><br />
<br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Attachments]]</li><br />
<li>[[Email]]</li><br />
<li>[[Fax Integration]]</li><br />
<li>[[Forms]]</li><br />
<li>[[Memowriter]]</li><br />
<li>[[My Insurance Dashboard]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Attachment|Attachment]]</li><br />
<li>[[:Category:Email|Email]]</li><br />
<li>[[:Category:Forms|Forms]]</li><br />
<li>[[:Category:Memowriter|Memowriter]]</li><br />
<li>[[:Category:MyInsuranceDashboard|My Insurance Dashboard]]</li><br />
<li>[[:Category:Training Guides|Training Guides]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
Batch Send is a powerful feature that allows you to group [[Memowriter|Memos]], [[Forms]], and other [[Attachments]] together. The selected items can be sent in batch to the printer, fax printer, output as a .PDF, published to My Insurance Dashboard, or sent as an attachment in an email message. <br />
<br />
== Accessing Batch Send ==<br />
Batch Send can be opened from a number of locations and will always be associated with the selected [[Policy: Create A Policy|Policy or Quote number]].<br />
<br />
[[File:Batchsend-topmenu.png]]<br />
<br />
==== Batch send from a policy or quote ====<br />
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]].<br />
#On the [[Client Tab: Client Dashboard|Client Dashboard tab]] select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''<br />
#'''Left-Click''' the desired policy number to open the [[Policy Dashboard]]. (Optionally, '''Right-Click''' on the policy number and select '''Batch Send''' to jump directly to [[#Selecting items|the selection window]].)<br />
#:[[File:Clientdash-policies-selectpolicy.png]]<br />
#Select '''Batch Send''' within the top toolbar.<br />
#See [[#Selecting items|Selecting items]] below. <br />
<br />
The [[Policy Dashboard]] can also be loaded using the [[Policy Keyword Search]].<br />
<br />
==== Batch send from a form ====<br />
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]].<br />
#On the [[Client Tab: Client Dashboard|Client Dashboard tab]] select the (+) next to '''Policies'''. <br />
#'''Left-Click''' the desired policy number to open the [[Policy Dashboard]]. <br />
#Select the '''Policy Forms''' tab. <br />
#Open the desired [[Forms|form]].<br />
#Select '''Batch Send''' within the top toolbar. <br />
#See [[#Selecting items|Selecting items]] below. <br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Forms]] for more information.<br />
<br />
==== Batch send from a form bundle ====<br />
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]].<br />
#On the [[Client Tab: Client Dashboard|Client Dashboard tab]] select the (+) next to '''Policies'''. <br />
#'''Left-Click''' the desired policy number to open the [[Policy Dashboard]]. <br />
#Select '''View Current Form Bundle (Risk)'''.<br />
#Select '''Batch Send''' within the top toolbar. <br />
#See [[#Selecting items|Selecting items]] below. <br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Forms: Form Bundle]] for more information.<br />
<br />
==== Batch send from a submission ====<br />
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]].<br />
#On the [[Client Tab: Client Dashboard|Client Dashboard tab]] select the (+) next to '''Submissions'''. ''(To expand the band by default, see: [[Preferences]])'' <br />
#'''Left-Click''' the '''Submission Description'''. <br />
#Select '''Batch Send''' within the top toolbar. <br />
#See [[#Selecting items|Selecting items]] below. <br />
<br />
A submission can also be opened from the assigned [[User Dashboard Tab]]. <br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Submission]] for more information.<br />
<br />
== Selecting items ==<br />
The Batch Send window can contain the following sections. ''(Sections without records are automatically hidden.)''<br />
*[[Policy Dashboard|Policy Memos]]<br />
*[[Client_Tab:_Client_Dashboard|Client Memos]]<br />
*[[Memowriter: Create A Form Letter Template|Library Memo Templates]]<br />
*[[#Selecting forms|Forms]]<br />
*[[Attachments]]<br />
*[[Invoice: Create An Invoice|Other (Invoice)]]<br />
*Other (Client Statement)<br />
<br />
To select an item, expand the category and '''Check''' the desired item(s). Items from multiple categories can be selected, but attachments can [[#Batch send actions|only be emailed or uploaded to My Insurance Dashboard]]. <br />
<br />
==== Selecting forms ====<br />
<br />
The forms list includes categories, the form date, and the form description. All forms are also listed, regardless of their sequence.<br />
<br />
[[File:releasenotes-batchprint-formspriorforms.png]]<br />
<br />
<br />
Certificates also have their own category, similar to the forms tab. <br />
<br />
[[File:releasenotes-batchprint-forms-certificate.png]]<br />
<br />
<br />
Combine both the certificate tree and the availability of prior forms, and you gain access to older certificates for that policy.<br />
<br />
[[File:releasenotes-batchprint-forms-certificate-older.png]]<br />
<br />
==== Selecting form bundles ====<br />
The Batch Send screen also automatically incorporates [[Forms: Form Bundle|Form Bundles]] into the form selection process.<br />
<br />
[[File:Batchsend-formswithbundles.png]]<br />
<br />
== Batch send actions ==<br />
[[File:Batchsend-topmenu.png]]<br />
{| class="wikitable"<br />
!Action Button<br />
!Result<br />
|-<br />
|Print<br />
|Sends the selected documents to the printer and automatically [[Activity|creates an activity record]] with a .PDF copy of the package.<br />
|-<br />
|PDF<br />
|Generates and opens a combined .PDF package of the selected items. ''(The .PDF can then be saved to an external file folder, outside of Newton.)''<br />
|-<br />
|Publish to My Insurance Dashboard (MID)<br />
|[[#Publish to My Insurance Dashboard|See below]].<br />
|-<br />
|Fax<br />
|[[#Batch send memos and forms to fax|See below]].<br />
|-<br />
|Email<br />
|Opens the [[Email|compose email window]] with all selected items combined as a single .PDF package. Existing [[Attachments]] are listed individually.<br />
|-<br />
|Setup<br />
|Edits the currently selected printer.<br />
|-<br />
|Wiki<br />
|Opens the Newton Wiki help documentation.<br />
|-<br />
|Exit<br />
|Closes the window.<br />
|}<br />
<br />
''(If [[Attachments]] are selected, the Print, Preview, and FAX options will be disabled)''<br />
<br />
=== Publish to My Insurance Dashboard ===<br />
Selecting the '''MID - Publish to MyInsuranceDashboard''' option will upload the documents to [[My Insurance Dashboard]] as a new .PDF package or as individual attachments. <br />
<br />
[[File:Batchsend-publishtomid.png]]<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[My Insurance Dashboard]] for more information.<br />
<br />
=== Batch send memos and forms to fax ===<br />
The fax action within batch send can include a fax cover page with the document package. The cover page template can be customized using [[Memowriter]].<br />
<br />
====Create fax cover page====<br />
The fax cover page template only needs to be created once. After the template is saved, it can be [[#Create fax package|selected for any fax package]]. <br />
<br />
#[[Memowriter: Sample Memo Templates|Download the Fax Cover template provided here]] and save it to your Desktop.<br />
#Select '''Setup''' -> '''Memowriter Letter Library'''.<br />
#Select '''File''' -> '''Import'''.<br />
#Browse to your desktop and select the downloaded file '''FAX_COVER.rtf'''. <br />
#Select '''Open'''. The memowriter screen should now display the cover page.<br />
#:[[File:Mw-import.PNG]]<br />
#Make any desired changes to the template. Select '''File''' -> '''Save As'''. <br />
#Select '''Library''' and enter a Title e.g. FAX COVER. Leave the '''Category''' empty (blank). Select '''OK'''.<br />
#:[[File:Fax-memotemp-saveas.png]]<br />
#Exit Memowriter.<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Memowriter: Sample Memo Templates]] for more information.<br />
<br />
==== Create fax package ====<br />
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]].<br />
#On the [[Client Tab: Client Dashboard|Client Dashboard tab]] select the (+) next to '''Policies'''.<br />
#'''Left-Click''' the desired policy number to open the [[Policy Dashboard]]. <br />
#Select '''Batch Send''' within the top toolbar.<br />
#Select the desired [[Forms]] or [[Memowriter]] documents. Do not try to select the cover page. Select the '''Fax''' action button.<br />
#:[[File:Fax-batchsendfax.png]]<br />
#:<br><br />
#Confirm the fax package details:<br />
#*Select the recipient and confirm the sender details. <br />
#*Optionally select the '''Cover Sheet''' -> '''FAX COVER''' created in the [[#Create fax cover page|section above]]. ''(Select '''Omit Cover Page''' to ignore the template.)''<br />
#*Select the installed '''Fax Printer'''. ''(Every third-party fax printer is designed differently. Some fax printers will open a separate software window when a document is submitted prompting the user to enter the fax to number.)''<br />
#*Enter any additional details and select '''OK'''.<br />
#:[[File:Fax-faxpackage.png]]<br />
#:<br><br />
#The '''User Defined Field''' will display, prompting for the number of pages. Enter the total if desired, and select '''Accept'''. <br />
#:[[File:Batchprint-fax-faxpackge-user-defined.png]]<br />
#:<br><br />
#The fax cover sheet’s merge fields will automatically be processed and the document sent. When prompted, include any additional details for the [[Activity|policy log]], and select '''Save'''. <br />
#:[[File:Fax-faxpackage-pollog.png]]<br />
#:<br><br />
#A PDF file will automatically be saved in Newton showing both the cover sheet and the selected package.<br />
#:[[File:Fax-faxpackage-pollog-details.png]]<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Attachments]] for more information.</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=MyInsuranceDashboard.com_Integration&diff=6592MyInsuranceDashboard.com Integration2021-07-19T19:25:08Z<p>Brutledge: </p>
<hr />
<div>[[Category:MyInsuranceDashboard]][[Category:Forms]]<br />
MyInsuranceDashboard.com provides a 24/7 web portal for your customers to access their policy related information that integrates directly with Newton by Agency Systems. Your customers will be able to review schedule items, generate published certificates with updated holder information, and view published documents to their dashboard. They will also be able to interact with your agency by requesting changes to schedule items, and upload supporting documents to your office. These items will flow directly to your management system with minimal effort by your staff.<br />
<br />
== Frequently Asked Questions (FAQ) ==<br />
*[[Talk:MyInsuranceDashboard.com_Integration#Why_am_I_receiving_outgoing_My_Insurance_Dashboard_.28MID.29_client_emails.3F|Why am I receiving outgoing My Insurance Dashboard (MID) client emails?]]<br />
*[[Talk:MyInsuranceDashboard.com_Integration#How_do_I_troubleshoot_customer_access_to_certificates_through_MID.3F|How do I troubleshoot customer access to certificates through MID?]]<br />
<br />
== Release Notes ==<br />
[[MyInsuranceDashboard Release Notes: December 2013]]<br />
<br />
[[MyInsuranceDashboard Release Notes: February 2014]]<br />
<br />
==Using Newton by Agency Systems with MyInsuranceDashboard.com==<br />
<br />
===How do I Enroll Customers in MyInsuranceDashboard.com?===<br />
There are a few methods that you may use to enroll your customers. For each method, MyInsuranceDashboard.com will send the selected contact an email notification that they have been enrolled with a web link to setup their account on MyInsuranceDashboard.com.<br />
<br />
====Method One: From a Contact on the Basic Tab====<br />
From the Client Dashboard in Agency Systems, select '''Edit''' for the contact you want to send the MyInsuranceDashboard Email to, and select '''Enroll'''. An email address must be saved to the contact before the button is available.<br />
<br />
[[File:Enroll1.JPG]]<br />
<br />
====Method Two: Within a Certificate of Liability - ACORD 25====<br />
Open a Certificate of Insurance (Acord 25) and select '''Other -> Publish Cert to MyInsuranceDashboard.com.''' <br />
<br />
[[File:Enroll4.jpg]]<br />
<br />
If the customer is not currently enrolled, Agency Systems will display a select contact window. Highlight the contact you want to send the enroll email to, and select '''Send Form.''' After the enroll is complete, it will set the Certificate as the only published Certificate. If the customer is already enrolled, the system will bypass the select contact window, and will automatically publish the Certificate.<br />
<br />
====Method Three: From MyInsuranceDasbhoard.com Admin Page====<br />
#Login to the MyInsuranceDashboard.com admin portal.<br />
#At the top of the page under Add Client select the proper '''Agency Code''' from the drop down box.<br />
#:[[File:Enroll3.JPG]]<br />
#Enter the corresponding '''Client Number''' from Agency Systems.<br />
#Select '''Add Client''' <br />
<br />
The client will now show in the listing for enrolled clients. To send the enroll notification email directly from the MyInsuranceDashboard portal, select '''Notify'''. Select which client contact to send the email to or input an alternate email address in the free form email box.<br />
<br />
===How do I Select or Publish a Certificate of Insurance to MyInsuranceDashboard.com?===<br />
<br />
Open a Certificate of Insurance (Acord 25) and select '''Other -> Publish Cert to MyInsuranceDashboard.com.''' <br />
<br />
[[File:Enroll4.jpg]]<br />
<br />
If the customer is not currently enrolled, Agency Systems will display a select contact window. Highlight the contact you want to send the enroll email to, and select Send Form. After the enroll is complete, it will set the Certificate as the only published Certificate. <br />
<br />
If the customer is already enrolled, the system will bypass the select contact window, and will automatically publish the Certificate. Since only one Certificate can be available at a time, this will override a previously selected certificate. See [[#Manage Certificates from Agency Admin Portal|Manage Certificates from Agency Admin Portal]] for additional information.<br />
<br />
===How do I Publish Documents to MyInsuranceDashboard.com?===<br />
Documents can be published directly from Newton by Agency Systems either individually, or in a batch.<br />
<br />
====Publish A Single Document====<br />
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].<br />
#Expand the '''Attachments''' band. ''(Any document published to MyInsuranceDashboard.com will be displayed in purple.)''<br />
#'''Right Click''' on the desired attachment and select '''Publish Doc to MID'''. <br />
#:[[File:MID-DocumentPublish.png]]<br />
#A status message indicating '''Item successfully published.''' will display.<br />
#All contacts enrolled for that customer will receive an email notification that a document has been published to MyInsurancedashboard.com. <br />
<br />
====Publish Multiple Documents In A Batch====<br />
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].<br />
#Expand the '''Attachments''' band. ''(Any document published to MyInsuranceDashboard.com will be displayed in purple.)''<br />
#'''Right Click''' and select '''Multiple Selections'''.<br />
#'''Right Click''' on any of the selected items and select '''Publish Doc to MID'''. <br />
#A status message indicating '''Item successfully published.''' will display. <br />
#All contacts enrolled for that customer will receive an email notification that a document has been published to MyInsurancedashboard.com. <br />
<br />
====Publish Documents and ACORD Forms Using Batch Print====<br />
Using [[Batch Send]] and selecting the '''Publish to MyInsuranceDashboard''' option will upload the documents to [[MyInsuranceDashboard.com Integration|MyInsuranceDashboard]] as a .PDF package. If attachments are included in the selection, the items are published individually from the .PDF package.<br />
<br />
[[File:Batchprint-MID-form.png]]<br />
<br />
====Unpublish A Document====<br />
You may unpublish items in two different ways. <br />
<br />
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].<br />
#Expand the '''Attachments''' band. <br />
#'''Right Click''' on the desired attachment and select '''Remove Doc from MID'''. <br />
#:[[File:MID-DocumentUnPublish.png]]<br />
#A status message indicating '''Item successfully unpublished.''' will display.<br />
#The attachment will change back to black indicating that the item is no longer published to MyInsuranceDashboard.com.<br />
<br />
See [[#Unpublish Documents from Agency Admin Portal|the section below]] to unpublish documents from the MyInsuranceDashboard Agency Admin Portal.<br />
<br />
==MyInsuranceDashboard.com Customer Portal==<br />
<br />
MyInsuranceDashboard.com is an opt in system. This means that you, the agency, select which tabs are available to your clients through MyInsuranceDashboard.com. In general, the available contact, policy and schedule information will match the client's basic tab in Newton by Agency Systems. Your customers may also have access to Certificates of Insurance if published, or any published Documents.<br />
<br />
[[File:MID-Tabs.PNG]]<br />
<br />
During your initial [[#MyInsuranceDashboard.com Agency Admin Settings|MyInsuranceDashboard.com setup]] you will set the default visible tabs available to an enrolled client.<br />
<br />
You can modify a single client's settings by [[#Manage Client Access to the Different Tabs|following the instructions below]]. <br />
<br />
===How do my Customers use MyInsuranceDashboard.com?===<br />
<br />
MyInsuranceDashboard.com is designed to allow your customers to review their schedule items, and make requests for changes. These requests may include adding, editing, or removing a schedule item. Your customers may also generate a [[#How do I Select or Publish a Certificate of Insurance to MyInsuranceDashboard.com?|published Certificate of Insurance]], download [[#How do I Publish Documents to MyInsuranceDashboard.com?|published documents]], or submit new documents through the secure portal.<br />
<br />
====Contacts====<br />
The contacts section will list all active contacts from the Agency Systems basic tab. The '''Refresh''' button will check for new information and update the list. <br />
<br />
To edit an existing contact select the '''contact name''', enter the desired changes and select '''Submit'''. To add a new contact, select the '''New Contact''' button. To remove a contact, select the '''Delete''' button. ''(Deleting a contact from the client portal will only mark the contact inactive in Agency Systems)''<br />
<br />
[[File:MID-Contacts.PNG]]<br />
<br />
The '''Download CSV''' button will download a spreadsheet file including all contact information, which can be opened in Microsoft Excel or another compatible spreadsheet program. <br />
====Schedule Items: Drivers / Vehicles / Location / Equipment====<br />
Each schedule item will be listed on an individual tab. Selecting a schedule tab will list all currently active items of that type, with additional options to view inactive items, or [[#How do I Process A Customer Request from MyInsuranceDashboard.com?|pending requests]]. <br />
<br />
[[File:MID-ClientSchedule5.jpg]][[File:MID-ClientSchedule6.jpg]][[File:MID-ClientSchedule7.jpg]]<br />
<br />
For each of the tabs, a spreadsheet (CSV) file can be downloaded by selecting the '''Download CSV''' button. It can be opened in Microsoft Excel or another compatible spreadsheet program.<br />
<br />
[[File:MID-ClientSchedule3.jpg]]<br />
<br />
The Insurance Agency's customer can submit requests for new schedule items, or requests to edit existing schedule times. The pending request will not be applied until the [[#How do I Process A Customer Request from MyInsuranceDashboard.com?|Insurance Agency approves the change]]. <br />
=====Submit A Customer Request For A New Schedule Item=====<br />
#Log in to MyInsuranceDashboard.com as the insured. <br />
#Select one of the Schedule tabs.<br />
#Select the '''New''' button.<br />
#:[[File:MID-ClientSchedule2.jpg]][[File:MID-ClientSchedule10.jpg]][[File:MID-ClientSchedule11.jpg]][[File:MID-ClientSchedule12.jpg]]<br />
#Enter the details for the request. All items with a red star are required fields.<br />
#Select the '''Submit Request''' button. <br />
#The [[#Account Settings|default message]] from the Insurance Agency will display. <br />
#To confirm, select '''I understand''' and select '''Submit Request'''.<br />
#:[[File:MID-ClientSchedule1.jpg]]<br />
#The request is [[#How do I Process A Customer Request from MyInsuranceDashboard.com?|submitted to the Agency for review]]. <br />
#Once approved, an email notification that the item has been processed is automatically sent. <br />
<br />
=====Submit A Customer Request To Edit A Schedule Item=====<br />
#Log in to MyInsuranceDashboard.com as the insured. <br />
#Select one of the Schedule tabs.<br />
#Select the name of the schedule item.<br />
#Enter the edited schedule item details for the request. All items with a red star are required fields.<br />
#Select the '''Submit Request''' button. <br />
#The [[#Account Settings|default message]] from the Insurance Agency will display. <br />
#To confirm, select '''I understand''' and select '''Submit Request'''.<br />
#:[[File:MID-ClientSchedule1.jpg]]<br />
#The request is [[#How do I Process A Customer Request from MyInsuranceDashboard.com?|submitted to the Agency for review]]. <br />
#Once approved, an email notification that the item has been processed is automatically sent. <br />
<br />
=====Submit A Customer Request To Delete A Schedule Item=====<br />
#Log in to MyInsuranceDashboard.com as the insured. <br />
#Select one of the Schedule tabs.<br />
#Select the '''Delete''' button next to the desired active schedule item. <br />
#:[[File:MID-ClientSchedule8.jpg]]<br />
#Select '''Yes''' to confirm, or No to cancel.<br />
#The request is [[#How do I Process A Customer Request from MyInsuranceDashboard.com?|submitted to the Agency for review]].<br />
#Once approved, an email notification that the item has been processed is automatically sent. <br />
<br />
=====Submit A Customer Request to Reactivate An Inactive Schedule Item=====<br />
#Log in to MyInsuranceDashboard.com as the insured. <br />
#Select one of the Schedule tabs.<br />
#Select the '''inactive''' tab. <br />
#:[[File:MID-ClientSchedule6.jpg]]<br />
#Select the '''Make Active''' button next to the desired active schedule item. <br />
#:[[File:MID-ClientSchedule9.jpg]]<br />
#Select '''Yes''' to confirm, or No to cancel.<br />
#The request is [[#How do I Process A Customer Request from MyInsuranceDashboard.com?|submitted to the Agency for review]].<br />
#Once approved, an email notification that the item has been processed is automatically sent. <br />
<br />
<!-- '''Refresh'''[[File:MID-ClientSchedule4.jpg]] --><br />
<br />
==== Certificates ====<br />
The role of the Certificates Tab is to allow your customer to print a Certificate of Insurance via the Internet without having to contact the insurance agency. They may add or edit the Certificate Holder information, but cannot change the rest of the form. <br />
<br />
[[File:MID-ClientCertificate1.jpg]]<br />
<br />
<br />
'''How to issue a certificate using MyInsuranceDashboard.com'''<br />
<br />
'''NOTE:''' ''Do not print this page. Printing this page will not result in a valid certificate.''<br />
<br />
'''NOTE:''' ''The buttons in the above text at the top of the screen are not active. The actual buttons are further down the page, on the certificate section itself.''<br />
<br />
#Verify that the details of the certificate are correct. If they are not, please contact your agent.<br />
#If the Certificate Holder is not correct, click on '''Edit'''. You may select from a list of Certificate Holders, or enter a new one.<br />
#When you are done click on '''Submit'''.<br />
#You may print or download a PDF of your certificate by clicking on '''Download Certificate'''.<br />
<br />
'''Edit Certificate Holder''' <br />
<br />
The customer may need to add or edit a holder. To select or add someone different select '''Edit.'''<br />
<br />
[[File:MID-ClientCertificate2.jpg]]<br />
<br />
They may select from previously entered holders from the list on the right. To start with a clean slate hit the '''Clear''' button. Once they have filled out the proper information select '''Okay'''. This holder will now appear in the holder box, and is ready to be submitted.<br />
<br />
[[File:MID-ClientCertificate3.jpg]]<br />
<br />
==== Documents ====<br />
The documents tab allows the customer to upload new documents, view previously submitted items, or view items published by the agency from Agency Systems. <br />
<br />
=====View or Download a Document=====<br />
#Select the Documents tab.<br />
#All available documents will be listed. ''The list can be filtered to only show items Uploaded by Client, or Published by Agent''.<br />
#Select '''Download''' next to the desired item. <br />
<br />
=====Upload A New Document=====<br />
#Select the Documents tab.<br />
#Select the '''Upload Document''' button.<br />
#:[[File:MID-Document-UploadButton.PNG]] This will open the '''Upload File to Agent''' section. <br />
#Enter a description, then select '''Choose File''' to browse and select the desired file.<br />
#:[[File:MID-Document-UploadScreen.PNG]]<br />
#After the description has been entered and the file selected, an '''Upload''' button will appear. Select '''Upload'''.<br />
#:[[File:MID-Document-UploadButton2.PNG]]<br />
#This will save the document to the client's attachment list, and create an activity in Agency Systems. It will also send an email notification to the client CSR that a document has been posted. <br />
<br />
The attachment description will be listed as '''"MID Client Upload: %Client Entered Discription%"'''.<br />
<br />
==MyInsuranceDashboard.com Agency Admin Portal==<br />
<br />
===How do I Grant Access to MyInsuranceDashboard.com to my CRSs?===<br />
The CSRs tab within the Agency Admin Portal allows the agency manager to manage CSR access to MyInsuranceDashboard.com. The list of available users is automatically populated from the active producer profiles within Agency Systems.<br />
<br />
[[File:MID-CSR1.JPG]]<br />
<br />
=====CSRs Registration=====<br />
#Log in to http://www.MyInsuranceDashboard.com.<br />
#Select the '''CSRs''' tab.<br />
#Find the CSR and Select '''Grant Access'''. This will send a registration email to the address saved in their Agency Systems producer profile. <br />
#The status will then change to '''Waiting for Activation''', and the action button will change to '''Rescind Access'''. <br />
#After the CSR creates their unique login to MyInsuranceDashboard.com, the status will change to '''Activated'''.<br />
<br />
=====CSRs Revoke/Rescind Access=====<br />
There are two ways to disable a CSR's login to MyInsuranceDashboard.com.<br />
#Log in to http://www.MyInsuranceDashboard.com.<br />
#Select the '''CSRs''' tab.<br />
#Find the CSR and Select '''Rescind Access'''. <br />
#The account access to MyInsuranceDashboard.com will be disabled immediately. <br />
<br />
A second option to disable access is available directly inside of Agency Systems.<br />
#Select '''Setup -> Producer'''.<br />
#Enter the producer code, or select '''Search'''.<br />
#Change '''Active Status''' to '''Inactive'''.<br />
#The account access to MyInsuranceDashboard.com will be disabled immediately. <br />
<br />
=====CSRs Reinstate Access=====<br />
A previously disabled account cannot be reactivated. To register a CSR that was previously granted access to MyInsuranceDashboard.com [[#CSRs Registration|follow the initial registration steps]] to create a new account.<br />
<br />
===Manage Client Access, Tab Visibility, Certificates, and Available Documents===<br />
====UnEnroll / Revoke Access to a Customer====<br />
To unenroll a customer, login to the MyInsuranceDashboard admin portal. Find the desired client and select '''Revoke Site Access.''' This will immediately disable the account for all enrolled contacts. <br />
<br />
[[File:MID-Client-RevokeSiteAccess.PNG]]<br />
<br />
To reinstate access, the client will need to be re-enrolled using [[#How do I Enroll Customers in MyInsuranceDashboard.com?|one of the methods outlined above]].<br />
<br />
====Manage Client Access to the Different Tabs====<br />
From the Agent Side of the MyInsuranceDashboard.com portal, each client will have a '''Settings''' button. This option allows a client-specific override from the [[#MyInsuranceDashboard.com Agency Admin Settings|MyInsuranceDashboard.com Agency defaults]]. <br />
<br />
[[File:MID-Tabs2.PNG]]<br />
<br />
Select the '''Settings''' button, change the tab visibility settings, and select '''Update.'''<br />
<br />
[[File:MID-Tabs1.PNG]]<br />
<br />
Select the '''Login as Client''' button to login as if you were your customer, to review exactly what your customer can see.<br />
<br />
[[File:MID-Client-LoginAsClient.PNG]]<br />
<br />
====Manage Certificates from Agency Admin Portal====<br />
From the Agent Portal on MyInsuranceDashboard.com, each client will have a certificates button. <br />
<br />
[[File:MID-CertButton.jpg]]<br />
<br />
Selecting the button will list all certificates that are eligible for MyInsuranceDashboard.com. For a certificate to be eligible, '''all polices''' on the certificate must be active. An active policy has an expiration date set to today, or any day in the future.<br />
<br />
Only one certificate is available to the client side at a time, which is marked as '''SELECTED'''. You may toggle the currently available certificate by selecting the '''Select''' button. To disable access to any certificate, select '''Revoke Cert for Client.'''<br />
<br />
[[File:MID-CertSelectScreen.JPG]]<br />
====Unpublish Documents from Agency Admin Portal====<br />
From Agent Side of the MyInsuranceDashboard.com portal each client will have a '''Documents''' button. This will show you a listing of all documents that are currently published. <br />
<br />
[[File:MID-DocumentUnPublish3.PNG]]<br />
<br />
To unpublish the document of choice Select '''Rescind Access'''. This will immediately unpubish the document and will change the attachment in Newton By Agency Systems back to black indicating to others in the office that this item is not published.<br />
<br />
[[File:MID-DocumentUnPublish2.PNG]]<br />
<br />
===How do I Process A Customer Request from MyInsuranceDashboard.com?===<br />
A pending customer request must be first accepted by the Agency. After a request is accepted, the data will be saved immediately into Agency Systems, along with an activity for the change. <br />
<br />
If the request is rejected, no data fields are updated in Agency Systems other than a single activity record.<br />
<br />
====Process A Request From The Email Notification====<br />
Pending requests can be processed directly from the notification email. An example notification email is listed below.<br />
<pre><br />
Subject: MyInsuranceDashboard.com Request for Client Agency Systems Home Office: Change Driver Kenneth Uptain to Inactive<br />
<br />
MyInsuranceDashboard.com Client Request<br />
Date: 2013-07-19 19:18:37<br />
Request: Change Driver Kenneth Uptain to Inactive<br />
<br />
APPROVE THIS REQUEST: https://myinsurancedashboard.com/agency/service/request/EXAMPLE/1<br />
<br />
REJECT THIS REQUEST: https://myinsurancedashboard.com/agency/service/request/EXAMPLE/0<br />
</pre><br />
<br />
Select either web link contained within the email to '''Approve''' or '''Reject''' the request. <br />
<br />
Enter any comments on the MyInsuranceDashboard.com request page, and confirm the action.<br />
<br />
====Process A Request From the Agent Portal On MyInsuranceDashboard.com====<br />
A list of pending requests can also be accessed from the Agent Portal of MyInsuranceDashboard.com. All pending requests received through email notifications are available through the Agent Portal. <br />
#Log in to http://www.MyInsuranceDashboard.com<br />
#Select the '''Requests''' tab. ''The CSR drop-down box will limit the requests by the CSR code saved in Agency Systems.''<br />
#:[[File:MID-Request2.jpg]]<br />
#Select '''View Details and Respond.''' <br />
#:[[File:MID-Request3.PNG]]<br />
#The '''Request Details''' section will open. The request details will be listed at the top in red.<br />
#:[[File:MID-Request1.jpg]]<br />
#Before processing the request, optionally select '''Add Comments to Response''' to enter a message for the customer notification email. <br />
#Select '''Accept''' or '''Reject''' to process the request. <br />
#An email notification will be automatically sent to the client.<br />
<br />
===How do I Reset a Customer Password to MyInsuranceDashboard.com?===<br />
#Log in to http://www.MyInsuranceDashboard.com.<br />
#Find the client and select '''Reset and Notify.''' <br />
#:[[File:MID-Client-ResetAndNotify.PNG]]<br />
#A new enrollment email will be sent to the customer containing steps to update their login credentials before they can access MyInsuranceDashboard.com.<br />
<br />
A customer can also select '''Reset Password''' on the main MyInsuranceDashbaord.com login page. The customer will need to provide their username in the login box before selecting '''Reset Password'''. <br />
<br />
[[File:MID-Client-ResetPassword.PNG]]<br />
<br />
=== MyInsuranceDashboard.com Agency Admin Settings===<br />
<br />
The settings tab serves two roles. At a basic level it allows the CSR and Agency Manager to update their login credentials. The Agency Manager then has access to agency wide settings. Both conditions will be discussed below.<br />
<br />
==== User Settings ====<br />
The user settings section will allow you to update your login information, and email address for notifications. Once you have made the required changes select the '''Update''' button. You will then receive notification that the update has been completed<br />
<br />
[[File:Settings1.JPG]]<br />
<br />
==== Account Settings ====<br />
<br />
[[File:Settings2.JPG]]<br />
<br />
{|class ="wikitable" style="text-align: left;"<br />
!style="width: 15%; text-align:left;"|Data Field<br />
!style="text-align:left;"|Description<br />
|-<br />
|Agency Name<br />
|Agency Name is what displays on the header for the logoff and agent side.<br />
|-<br />
|Default Email<br />
|Default email is used when there is not a CSR listed for the customer that has made a request. The system will then use the default email to send the notification. If a CSR is attached to the client they will receive the email rather than the default email address.<br />
|-<br />
|CC Email<br />
|For all request made the CC email will always receive a copy.<br />
|-<br />
|Header Disclaimer<br />
|This is a message of your choosing that will be displayed at the top of all customer pages.<br />
'''EXAMPLE:''' ''The information located on this page constitutes the current information on your insurance policies.''<br />
|-<br />
|Pre-Submit Disclaimer<br />
|This message appears before a customer can submit a request.<br />
'''EXAMPLE:''''' Your request is about to be submitted to the agency. No actual change to your policy or coverage will be made or implied by this request. All changes require approval of an authorized Agent. You can check back on this page for updates, and you will be notified when your Agent processes your request.''<br />
|-<br />
|Require Fax Number<br />
|This check box will toggle on or off the requirement that before a cert holder can be added that they must place in a fax number.<br />
|-<br />
|Allow Edit Descriptions<br />
|This check box will toggle on or off the edit box for allowing the end user to update the description of operations section.<br />
|-<br />
|Show SSN<br />
|This box will toggle on or off showing the social security number field for drivers.<br />
|}</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Download_Alerts&diff=6591Download Alerts2021-07-19T19:24:51Z<p>Brutledge: </p>
<hr />
<div>[[Category:Download]][[Category:Email]][[Category:Suspense]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Suspense]] Newton User Guide: [[Newton User Guide#Suspense|Suspense]]</td><br />
</tr><br />
<tr><br />
<td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td><br />
</tr><br />
<tr><br />
<td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Download_Alerts&oldid=4003 Click Here]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Daily Process for Policy Downloads]]</li><br />
<li>[[Diary]]</li><br />
<li>[[Email]]</li><br />
<li>[[User Dashboard Tab]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Download|Download]]</li><br />
<li>[[:Category:Email|Email]]</li><br />
<li>[[:Category:Suspense|Suspense]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
Download Alerts expand policy download to notify your agency staff of important changes from one company’s download to the next.<br />
<br />
== Getting started ==<br />
Alerts allow the agency to stay informed of policy changes sent directly to the carrier by the insured. The alert enhances your workflow to make policy changes in a seamless manner. The operator may jump from the diary item that was created by the alert system directly to the client to make the specific changes required. Premium alerts can spot downloaded premium changes quickly allowing the agency to remarket coverage to a new carrier before the insured shops for different coverage.<br />
<br />
'''Download alert types'''<br />
*Cancellation Downloads.<br />
*Policy Premium change by a positive or negative percentage amount.<br />
*Scheduled Item changes such as [[Forms:_Drivers|drivers]], [[Forms:_Vehicles|vehicles]], and properties. This would include new, deleted, or altered items.<br />
*All downloads for a [[Client Profile|specified client]].<br />
*Clients with a [[Producer Profile|specified producer]].<br />
<br />
[[File:Downloadalert-type.png]]<br />
<br />
<br />
The alerts are generated automatically and silently when [[Daily Process for Policy Downloads|daily downloads are processed]] which meet the user specified criteria. The alerts setup is in the Download Management Center, and utilizes a simple to use wizard format.<br />
<br />
Multiple users can be assigned an alert. Some examples would be the policy producer, CSR, sub-producer, or manager. If an alert is triggered, it will [[Diary|place a diary item]] for the correct person on their [[User Dashboard Tab]], or send an automated [[Email]]. <br />
<br />
[[File:Downloadalert-action.png]] [[File:Downloadalert-diarysettings.png]]<br />
<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Diary]] or [[Email]] for more information. <br />
<br />
== Create a new download alert ==<br />
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Company''' -> '''Download'''.<br />
#Select the '''Pending''' tab. <br />
#'''Right-click''' on a blank/white area of the screen, and select '''Download Alerts ...''' ''(If not listed [[Help:Contents|contact support]].)''<br />
#Select '''New'''.<br />
#Follow the prompts on the wizard to [[#Getting started|set the desired type of alert]].<br />
#Process the daily policy downloads and the alerts will be automatically detected and generated. <br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Daily Process for Policy Downloads]] for more information. <br />
<br />
== Edit a download alert ==<br />
Any alert can be modified or retired (disabled) from the setup window. <br />
<br />
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Company''' -> '''Download'''.<br />
#Select the '''Pending''' tab. <br />
#'''Right-click''' on a blank/white area of the screen, and select '''Download Alerts ...'''<br />
#Highlight an existing alert and select '''Edit''' to modify an existing alert. <br />
#Follow the prompts on the wizard to edit the alert details. <br />
<br />
'''Additional edit options:'''<br />
*'''Right-Click''' -> '''Retire This Alert''' to stop the alert from generating. The alert will drop off the list. <br />
*'''Right-Click''' -> '''Suspend Alerts System''' to stop alert processing for all alerts for this download session.<br />
<br />
== Frequently Asked Questions (FAQ) ==<br />
*[[#How do I handle drivers removed from policies using download?|How do I handle drivers removed from policies using download?]]<br />
*:<br><br />
----<br />
===How do I handle drivers removed from policies using download?===<br />
:When a new driver is added, they are automatically updated on the driver list in Newton.<br />
:Can the system not be told to mark an existing driver as inactive when they are removed?<br />
<br />
----<br />
;Answer<br />
[[Forms: Drivers|Drivers]] as well as [[Forms: Vehicles|vehicles]], property, and equipment belong to the [[Client Profile|customer]], not to the [[Policy Dashboard|policy]]. It is common to have several auto policies in effect, each sharing the same list of drivers. [[Daily Process for Policy Downloads|When a download is processed]] and a driver is no longer listed, Newton does not automatically change the driver (or vehicle, etc) to inactive. <br />
<br />
A [[#Create a new download alert|download alert]] can be created to [[Producer Profile|notify the operator]] to the change, with shortcuts to update the schedule as needed. <br />
<br />
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Company''' -> '''Download'''.<br />
#Select the '''Pending''' tab. <br />
#'''Right-click''' on a blank/white area of the screen, and select '''Download Alerts ...'''<br />
#Select '''New'''.<br />
#Select '''Scheduled Item Change''', then '''Next'''. <br />
#:[[File:Downloadalert-scheduleitem.png]]<br />
#:<br><br />
#Select '''Look for driver changes''' and '''Look for deleted items'''. Select '''Next'''. ''(Optionally have the same alert check for deleted vehicles and property as well, or create additional alerts.)''<br />
#:[[File:Downloadalert-scheduleitem-driverdelete.png]]<br />
#:<br><br />
#Select any additional filters, then choose to either send an [[Email|email alert,]] or [[Diary|create a diary (suspense)]].<br />
#Select the recipient information, and enter a name for the alert. Select '''Next''' then '''Close'''.<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Forms: Drivers]] for more information. <br />
----</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Make_Text_and_Other_Items_Larger_or_Smaller&diff=6590Make Text and Other Items Larger or Smaller2021-07-19T19:24:42Z<p>Brutledge: </p>
<hr />
<div>[[Category:Installation]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Installation]] Newton User Guide: [[Newton User Guide#Installation|Installation]]</td><br />
</tr><br />
<tr><br />
<td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td><br />
</tr><br />
<tr><br />
<td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Make_Text_and_Other_Items_Larger_or_Smaller&oldid=3216 Click Here]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Forms: Configure Forms]]</li><br />
<li>[[Preferences]]</li><br />
<li>[[Workstation Installation Instructions]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Installation|Installation]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
There are a number of usability adjustments inside and [[#Windows Resolution|outside of Agency Systems]] which can be used to increase the displayed [[#Font Size|font size]] and other items. <br />
<br />
Although Microsoft provides an option to [[Display_Issues_Printing_Forms_or_Viewing_Window_Buttons#Resolution|adjust only the text size]], using this option [[Display Issues Printing Forms or Viewing Window Buttons|can cause issues with display fields and printed text]]. <br />
<br />
== Font Size ==<br />
There are two user settings for font sizes within Newton that are available to each individual user. <br />
<br />
=== Band Font Size ===<br />
The band font size increases the font used by the text bands on the [[User Dashboard Tab]], [[Client Tab]], [[Policy Dashboard]], [[Management Tab]], [[Company Tab]], [[Vendor Tab]] and more.<br />
#Select '''Setup -> [[Preferences]]'''.<br />
#Select the '''User Options''' tab. <br />
#Select '''Band font size''' and choose Larger Size 1 or Larger Size 2. <br />
#:[[File:Preferences-user-bandfont.png]]<br />
#Select '''Save''', then '''OK'''. <br />
#Select '''Log Off''' to close Newton and [[Log in to Newton by Agency Systems|log back in]] for the change to be applied. <br />
<br />
=== Memo Font Size ===<br />
The '''Memo Font Size''' value controls the text size for [[Policy_Dashboard#Activity|Activity -> View and Entry]], [[Client_Tab:_Client_Dashboard#Client_Notes|Client Notes]], [[Company_Tab#Notes|Company Notes]], [[Diary|Diary -> Comments]], [[Policy Dashboard|Policy Dashboard -> Policy Summary Panel (right)]], [[Policy_Dashboard#Preview_Pane|Policy Dashboard -> Preview Pane and Policy Bulletin (bottom)]], [[Submission| Submission -> Comments]], and the [[User_Dashboard_Tab#Preview_Pane|User Dashboard Tab -> Preview Pane]].<br />
<br />
#Select '''Setup -> [[Preferences]]'''.<br />
#Select the '''User Options''' tab. <br />
#Select '''Memo font size''' and choose Larger Size 1 or Larger Size 2. <br />
#:[[File:Preferences-user-memofont.png]]<br />
#Select '''Save''', then '''OK'''. <br />
#Select '''Log Off''' to close Newton and [[Log in to Newton by Agency Systems|log back in]] for the change to be applied. <br />
<br />
== Configure Forms ==<br />
Increasing the '''Schedule Window Size''' will adjust the text and field '''display size''' for schedule entry fields such as drivers, vehicles, properties and equipment. The Configure Forms settings are shared by all Newton Users and require administrative access. ''(Requires [[Producer Profile|Producer (User) -> Security Level -> 9]])''<br />
<br />
#Select '''Setup -> Configure Forms'''. <br />
#Select '''All Forms'''. This will open the the [[Forms: Configure Forms|All Forms Configuration window]]. <br />
#Change '''Schedule Window Size''' to a larger setting. <br />
#:[[File:Menu-configureforms-allforms.png]]<br />
#Select '''OK''', then '''Close'''. <br />
#Select '''Log Off''' to close Newton and [[Log in to Newton by Agency Systems|log back in]] for the change to be applied. <br />
<br />
== Windows Resolution ==<br />
If the text size for the entire computer does not display not large enough, the best alternative is to lower the screen resolution. If the screen resolution is reduced, everything will display larger on the screen within and outside of Newton. <br />
<br />
#Open the '''Microsoft Control Panel'''. Select '''Appearance and Personalization'''. Select '''Display'''. Select '''Adjust Resolution''' in the top left of the window.<br />
#:(Optionally '''Right-Click''' on the desktop and select '''Screen Resolution'''.)<br />
#Select the '''Screen Resolution''' drop-down, and move the slider down reducing the setting to one of the lower named resolutions. <br />
#:[[File:Error-display-changeres.png]]<br />
#Select '''Apply''' to view the changes. <br />
#A preview of the new resolution will display, and the system will prompt to either '''Keep changes''' or '''Revert''' to the previous resolution.<br />
#*There are many different options, so try a few and pick the one that looks the best. <br />
#*To keep the correct aspect ratio of width and height, try to avoid the tick marks between the named resolutions. (1024 x 768 is the minimum supported resolution). <br />
#*If multiple monitors are available, each monitor must be individually adjusted.</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Commission_Download&diff=6589Commission Download2021-07-19T19:24:33Z<p>Brutledge: </p>
<hr />
<div>[[Category:Download]][[Category:Direct Bill]][[Category:Receivables]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Direct Bill: Commission Statement Processing]]</li><br />
<li>[[Commission Builder]]</li><br />
<li>[[Direct Bill: Adjust Commission for Fees or Agency Bill Payable|Direct Bill Commission Adjustments]]</li><br />
<li>[[Requesting Policy Download Data From Companies]]</li><br />
<li>[[Certified Download Companies]]</li><br />
</ul><br />
</td><br />
</tr><br />
<br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Download|Download]]</li><br />
<li>[[:Category:Direct Bill|Direct Bill]]</li><br />
<li>[[:Category:Receivables|Receivables]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
The Newton [[:Category:Direct Bill|Direct Bill]] Commission Download automates the [[:Category:Direct Bill|direct bill]] invoice and payment process. The insurance carrier provides a special [[:Category:Download|AL3 Download]] file that contains full invoice details mirroring the monthly commission statement. <br />
<br />
After Newton imports and processes the the commission statement download:<br />
*Invoices are created for each line-item in the commission statement.<br />
*The invoices are created with agency commission rates specified by the carrier.<br />
*Producer commissions are added to the invoice based on the default commission rates in the [[Producer Profile]].<br />
*A direct bill commission [[:Category:Cash|cash receipt]] is created (or an on-account transaction is used). <br />
*Each invoice is automatically reconciled, and the system is ready to [[:Category:Payables|reconcile producer payables]]. <br />
*Commission Statement Download report .PDF file is automatically attached to the [[Company Tab]]. <br />
<br />
Commission Download is an add-on option within [[:Category:Download|Download]], which will need to be enabled by support if purchased.<br />
== Commission Download Setup ==<br />
[[Certified Download Companies|Verify which companies offer Commission Statement Download]]. It is important to know which carriers do not offer Commission Statement Download, as those paper statements [[Direct Bill: Commission Statement Processing|will be handled separately]]. <br />
<br />
[[Requesting Policy Download Data From Companies|Contact your companies and request Commission Statement Download]]. <br />
<br />
Validate the [[Producer Profile|producer profile default commission rates]]. Commission download will automatically generate the producer commission based off the commission rate specified in the producer profile.<br />
<br />
;[[Security System]] requirements. <br />
*Other -> [[Security System]] -> AR -> Policy Transaction -> Create ''(Required to create policies and invoices.)''<br />
*Other -> [[Security System]] -> AR -> Cash Transaction -> Create ''(Required to create new cash transactions.)''<br />
*Other -> [[Security System]] -> AP -> Check Transaction -> Create ''(Required to create new check transactions ([[Direct Bill: Create A Check For Return Commission|refunds]]).)''<br />
== Commission Download Processing ==<br />
Commission Statement Download files are received in the same manner as daily policy downloads. Follow the [[Daily Process for Policy Downloads]] to import the download files. <br />
<br />
The Commission Download files will be displayed in '''Other -> Download -> Pending''' as "Suspended". <br />
=== Commission Statement Download Pre-Processing===<br />
#[[Open or Close Month (GL)|Close prior months to prevent accounting transactions]] in previous months. <br />
#Gather the following information for each suspended commission statement:<br />
#*Date the deposit was received in your bank account if received as EFT. <br />
#*Total amount of the commission received.<br />
#*List of any MVR Fees reducing direct bill commission or other adjustments.<br />
=== Commission Statement Download Review and Processing ===<br />
#Select '''Company -> Download'''.<br />
#Select the '''Pending Tab'''. <br />
#'''Right-Click''' on the pending commission statement download and select '''Edit Details'''. <br />
#Select '''Edit Details/Payment Details''' to review the payment options. <br />
#Select '''Create a New Cash/Check Transaction''' and verify the bank. ''(Select '''Use an Existing Cash/Check Transaction''' if an on-account cash was entered prior to receiving the download file. )''<br />
#Verify the total commission '''Amount''', and enter any [[Direct Bill: Adjust Commission for Fees or Agency Bill Payable|Direct Bill Commission Adjustments]].<br />
#Select '''Set All Invoice Dates''' to specify a specific day for all pending invoices. '''(Recommended)'''<br />
#Select '''OK''' when finished. <br />
#Select '''Show Errors...'''.<br />
#Clear any remaining [[Direct Bill: Commission Notes and Errors|Commission Notes and Errors]].<br />
#Close the commission statement download to return to the pending tab. <br />
#'''Right-Click''' on the pending commission statement download and select '''Release this Item'''. <br />
#'''Right-Click''' on the pending commission statement download and select '''Process this Item'''. <br />
<br />
In a single step, Commission Download will create (or use an existing) a cash transaction, create the invoices, and apply the cash/check transaction to the invoices.</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Client_Keyword_Search&diff=6588Client Keyword Search2021-07-19T19:24:24Z<p>Brutledge: </p>
<hr />
<div>[[Category: Training Guides]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Client]] Newton User Guide: [[Newton User Guide#Client|Client]]</td><br />
</tr><br />
<tr><br />
<td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|March 2017]]</td><br />
</tr><br />
<tr><br />
<td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Client_Tab&oldid=4251#Client_Keyword_Search Click Here]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Client Profile]]</li><br />
<li>[[Client Tab]]</li><br />
<li>[[Client: Contacts (Create, Edit, or Delete)]]</li><br />
<li>[[Client: Related Clients (Cross-Reference)]]</li><br />
<li>[[Main Menu and Tab Navigation]]</li><br />
</ul><br />
</td><br />
</tr><br />
<br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Training Guides|Training Guides]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
<br />
This page provides an overview of the Client Keyword Search for Newton by Agency Systems. The Client Keyword Search is the primary method for loading clients, however there are many other ways to load a client tab. <br />
<br />
;A Client Tab is created by using one of the following methods<br />
*[[#Find a Client|Client Keyword Search]]<br />
*[[Policy Keyword Search]]<br />
*[[Named Insured Keyword Search|Named Insured Keyword Search (GA)]]<br />
*[[Main Menu and Tab Navigation|Main Menu -> Client -> Add Client Tab]]<br />
*[[User Dashboard Tab]]: Right-Click -> Open client<br />
*[[Client: Related Clients (Cross-Reference)|Client Dashboard -> Related Clients]]<br />
<br />
Multiple client tabs can be opened at the same time, similar to tabs in a browser.<br />
<br />
== Before you begin ==<br />
The Client Keyword search is accessed from the [[Main Menu and Tab Navigation|Main Menu of Newton]], and creates a [[Client Tab]] automatically. <br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Main Menu and Tab Navigation]] for more information. <br />
<br />
== Find a Client ==<br />
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Find Client''' or press '''<F3>''' to open the Client Keyword Search. <br />
#:[[File:Newton-mainmenu-lcrop.png]]<br />
#Enter the search text and press '''<Enter>''' or select '''Search''' to list any matches.<br />
#'''Left-Click''' to view additional information for the client, or press the '''<Up Arrow>''' and '''<Down Arrow>''' to scroll through the list. <br />
#'''Double-click''' to load the desired result, select '''Load''', or press '''<Enter>''' if selected. <br />
#A [[Client Tab]] will be created for the selected client. <br />
#Multiple client tabs can be opened at the same time, similar to tabs in a browser.<br />
#When a task is completed, select '''Exit''' or the 'X' on the [[Client Tab]] to close the client file.<br />
<br />
== How does the client keyword search find matches? ==<br />
The Client Keyword Search allows the operator to find clients by:<br />
*Name<br />
*DBA Name<br />
*Address<br />
*Phone number<br />
*E-mail address<br />
*The Client Keyword Search includes client contacts as well as drivers.<br />
<br />
A drop-down box displays suggested matches as the characters are entered. Client Keyword Search can find partial matches, including incomplete telephone numbers. The last four digits of a phone number alone are almost always enough to narrow it to a single client.<br />
<br />
Client Keyword Search will locate common aliases, such as Bob or Robert, and abbreviations such as first or 1st.<br />
<br />
Inactive clients can be excluded by default if the option is enabled in the [[Preferences#User_Options|user preferences menu]]. Check or uncheck the option '''Don't show inactive clients''' when searching to hide or show inactive clients in the list of matches. <br />
<br />
[[File:Ic_info_black_24dp.png]] See [[Client Tab]] to load a customer by number, instead of using the Client Keyword Search. <br />
<br />
== Load Recent ==<br />
The Client Keyword Search window retains a recent history drop-down list for the last ten clients. To load a previously viewed client, [[#Find a Client|open the Client Keyword Search window]] and select '''Load Recent'''.<br />
<br />
The history list contains the client name, address, and the amount of time passed since the client was opened. Select the desired client from the history list to automatically load the client tab. <br />
<br />
:[[File:Keyword-client-loadrecent-list.png]]<br />
<br />
;How is the history list populated and stored?<br />
<br />
:*The history list is populated when a client is loaded from either the Client or [[Policy Keyword Search]] windows. <br />
:*Loading clients by typing the client number, searching by client alpha code, or by right-clicking from the dashboard will not update the history list.<br />
:*The history list is stored on the local computer and cannot be accessed from other workstations.</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Commission_Builder&diff=6587Commission Builder2021-07-19T19:24:14Z<p>Brutledge: </p>
<hr />
<div>[[Category:Download]][[Category:Direct Bill]][[Category:Receivables]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Direct Bill: Commission Statement Processing]]</li><br />
<li>[[Commission Download]]</li><br />
</ul><br />
</td><br />
</tr><br />
<br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Download|Download]]</li><br />
<li>[[:Category:Direct Bill|Direct Bill]]</li><br />
<li>[[:Category:Receivables|Receivables]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
Newton's [[Commission Download]] is an invaluable tool for the modern agency. Some carriers, however, still do not offer downloadable statements. Commission Builder offers an easy way to create a batch of invoices for the our agents still receiving paper documents. <br />
<br />
Enter a batch of invoices from a single screen, instead of loading each client and policy individually, automatically calculating agency and producer commissions as you go.<br />
<br />
==== Frequently Asked Questions (FAQ) ====<br />
*[[Talk:Commission_Builder#How do I enter a commission statement without transaction types?|How do I enter a commission statement without transaction types?]]<br />
<br />
====Initial Statement Setup ====<br />
#From the main Agency System's menu select '''Company -> Download ->Pending''' tab.<br />
#Right-click on a blank/white area of the screen, and select '''New Commission Builder'''.<br />
#Put in the '''Company''' you received the money from.<br />
#'''Date''' the money was received.<br />
#Add a '''Description'''.<br />
#'''Check Number''' for check received from company. For companies that direct deposit the money use '''EFT.'''<br />
#Put in the total '''Premium''' the company is paying commissions on.<br />
#Put the '''Commission''' dollar amount of the check received.<br />
#Check '''Make a Cash Transaction''' if you want a cash receipt to be created, and mark the invoices as paid select this option. Otherwise only the invoices are created, and not reconciled showing what company paid.<br />
#Click '''OK.'''<br />
<br />
====Adding Lines====<br />
#Select the '''Add Lines''' button. This allows you to enter each item as it appears on the commission statement from the company.<br />
#Type in the '''Policy''' number and select policy.<br />
#To attach the invoice to a specific transaction, hit the '''Seqs''' button and select accordingly.<br />
#:To insert an '''Audit''' into a prior policy term, select '''Seqs''', click to highlight a transaction from the '''prior policy term''', select OK. The transaction used for Audit (AUD) can now be entered.<br />
#If the transaction was not found a new sequence may be created, you can type in Transaction, and Policy Effect/Expiration dates for the new transaction.<br />
#:If REN is entered, the policy effective and expiration dates will automatically extend to a new policy term. The policy term should only have '''one''' renewal sequence per policy term. <br />
#Once you have completed all items for that policy you may select one of three options, “Save And Add Another,” “Save And Exit,” or “Don’t Save, Exit.”<br />
#:[[File:CommissionBuilder2.png]]<br />
#Select '''Save and Exit''' when finished adding lines. <br />
#Select '''Show Errors...'''.<br />
#Clear any remaining [[Direct Bill: Commission Notes and Errors|Commission Notes and Errors]].<br />
#If required, select '''Payment...''' to enter any [[Direct Bill: Adjust Commission for Fees or Agency Bill Payable|Direct Bill Commission Adjustments]].<br />
#Close the commission builder download to return to the pending tab. <br />
#'''Right-Click''' on the pending commission builder download and select '''Release this Item'''. <br />
#'''Right-Click''' on the pending commission builder download and select '''Process this Item'''. <br />
<br />
In a single step, Commission Builder will create (or use an existing) a cash transaction, create the invoices, and apply the cash/check transaction to the invoices.</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Client_Tab:_Download&diff=6586Client Tab: Download2021-07-19T19:24:04Z<p>Brutledge: </p>
<hr />
<div>[[Category:Training Guides]][[Category:Download]][[Category:Rating Integration]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Client]] Newton User Guide: [[Newton User Guide#Client|Client]]</td><br />
</tr><br />
<tr><br />
<td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|March 2017]]</td><br />
</tr><br />
<tr><br />
<td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Client_Tab&oldid=4271#Client_Tab:_Download Click Here]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Client Profile]]</li><br />
<li>[[Client Tab]]</li><br />
<li>[[Client Tab: Client Dashboard]]</li><br />
<li>[[Main Menu and Tab Navigation]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Download|Download]]</li><br />
<li>[[:Category:Rating Integration|Rating Integration]]</li><br />
<li>[[:Category:Training Guides|Training Guides]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
This page provides an overview of the Client Download tab that displays as a sub-tab of the [[Client Tab]].<br />
<br />
The Download tab displays all [[Daily Process for Policy Downloads|policy risk information received]] from [[Company Profile|companies]] for both personal and commercial lines. The risk information includes, premium, limits, deductibles, drivers, vehicles, properties, accidents and much more.<br />
<br />
== Before You Begin ==<br />
You must first find a client and load a client tab. <br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Client Tab]] for more information.<br />
<br />
== Download Interface ==<br />
After [[Client Tab#Find a Client|searching for and loading a client]], select the '''Download''' tab displayed below the [[Client Tab#Client Tab: Summary Panel|Summary Panel]]. <br />
<br />
[[File:Client-download-full.png]]<br />
<br />
<br />
The Download tab on the client displays all policies for [[Client Profile|the client]], while the Download tab within the [[Policy Dashboard]] only displays downloads for as single [[Policy: Create A Policy|policy]]. The Download tab may also contain [[Implementation_Process_Overview#Data_Conversion|conversion data from your prior management system]].<br />
<br />
== Download Toolbar ==<br />
[[File:Client-download-toolbar.png]]<br />
;Client Dashboard Toolbar<br />
*'''Refresh:''' Reload the data on the selected tab. To reload the entire client, [[Client Tab#Client Tab: Summary Panel|select the house icon within the client summary panel]]. <br />
*'''Find Text:''' Jump to text on the page. For additional details, see: [[#Find Text in Download Data|the section below]].<br />
*'''Options:''' Select '''Options''' to modify the date filter. For additional details, see: [[#View Older Download Data|the section below]].<br />
*'''Print List:''' Print the download data including any expanded or collapsed data bands (+).<br />
*'''Wiki:''' Open the wiki help documentation page.<br />
<br />
== Find Text in Download Data ==<br />
It is easy to find downloaded information exactly as it is sent by the company including tickets, accidents, form numbers and descriptions, reason for download, transaction date, vehicle description, line of business, dollar amount and more. <br />
<br />
Select '''Find Text''' within the [[#Download Toolbar|download toolbar]], enter the search string, then select '''Find Next'''. The matching text is automatically selected, and the row highlighted. <br />
<br />
[[File:Client-download-find.png]]<br />
<br />
<br />
Select '''Find Next''' additional times to to jump to the next match on the download tab.<br />
<br />
== View Older Download Data ==<br />
The Download tab includes recent download activity by default, however the date range can be expanded to show older transactions and expired policies. <br />
<br />
Select '''Options''' within the [[#Download Toolbar|download toolbar]] to modify the date filter and select '''OK'''. <br />
<br />
[[File:Client-download-options.png]]<br />
<br />
<br />
The Download tab within the [[Policy Dashboard]] automatically shows all downloads for a specific policy.<br />
<br />
== ACORD Forms and Rating Integration ==<br />
Quick actions are available on the Download tab by '''right-clicking''' on a specific download. Easily create new [[:Category:Forms|ACORD Forms]], or send the downloaded policy risk to a [[:Category:Rating Integration|third-party rating application]]. <br />
<br />
[[File:Client-download-actionmenu.png]]<br />
<br />
<br />
Creating a new ACORD form is not necessary if the [[Configure_AL3_Acord_Lines|line type is configured to automatically create the form]] when the download is received. To locate and view an existing form, select the [[Client Tab#Client Tab: Forms|Forms tab on the client]], or the [[Policy Dashboard#Policy Dashboard: Forms|Forms tab within the Policy Dashboard]].</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Reconcile_Company_Payables&diff=6585Reconcile Company Payables2021-07-19T19:23:54Z<p>Brutledge: </p>
<hr />
<div>[[Category:Agency Bill]][[Category:Payables]][[Category:Checks]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Adjust (disambiguation)#Invoice_Adjustment|Adjust Invoice]]</li><br />
<li>[[Company Profile]]</li><br />
<li>[[Reconcile (disambiguation)|Reconcile (All)]]</li><br />
<li>[[Reconcile Payables Batch]]</li><br />
<li>[[Training 6: Accounting]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Agency Bill|Agency Bill]]</li><br />
<li>[[:Category:Checks|Checks]]</li><br />
<li>[[:Category:Payables|Payables]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
<br />
The Reconcile Company Payables interface is used to create [[General Ledger Profile|GL-2110]] [[Company Profile|company]] payable [[:Category:Checks|checks]] against [[:Category:Agency Bill|Agency Bill invoices]].<br />
<br />
Access to reconcile company payables requires the following security:<br />
*Setup-> [[Security System]] -> AP -> Reconcile Payables -> View and Entry.<br />
*Setup -> [[Security System]] -> AP -> Check Transaction -> Entry.<br />
*Setup -> [[Security System]] -> Profiles -> Company -> View.<br />
<br />
== Frequently Asked Questions (FAQ) ==<br />
*[[Talk:Reconcile_Company_Payables#How_can_I_hide_ignored_invoices_from_a_reconcile_report.3F|How can I hide ignored invoices from a reconcile report?]]<br />
<br />
== Start a Company Payable Reconcile ==<br />
#Select '''Company -> Reconcile Company Payables (Agency Bill)'''. ''(To process company or [[Reconcile Producer Payables|producer payables]] '''in a batch''', see [[Reconcile Payables Batch]].)''<br />
#Enter the [[Company Profile|Company Code]]. <br />
#Select the [[:Category:Agency Bill|Agency Bill invoice]] '''Start Date''' and '''End Date'''. <br />
#:''(Invoices before or after the date range will not be included in the reconcile payables results. See [[#Change Default Date Range|change default date range below]] to modify the default values.)'' <br />
#Select '''OK'''.<br />
#:[[File:Ap-reccomp.png]]<br />
<br />
=== Start a Reconcile: Additional Options ===<br />
The additional (optional) items below are available by selecting the '''Other''' button. <br />
==== Change Default Date Range ====<br />
#Select '''Company -> Reconcile Company Payables (Agency Bill)'''.<br />
#Select '''Other -> Change Default Dates...'''.<br />
#:[[File:Ap-rec-changedefault.png]]<br />
#Select a different start and end date method, and select '''OK'''. ''(When prompted restart Agency Systems for the default date changes to take affect.)''<br />
#:[[File:Ap-rec-changedefault-defaults.png]]<br />
<br />
==== Include a Department Filter ====<br />
The list of invoices can be limited by [[Department Profile|Department Code]], commonly used for agencies with multiple locations.<br />
<br />
Select '''Company -> Reconcile Company Payables (Agency Bill)'''. Next, select ''' Other -> Show Department Filter'''.<br />
<br />
The department code entry field will display below the End Date.<br />
<br />
== Process a Company Payable Reconcile ==<br />
After [[#Start a Company Payable Reconcile|starting a company payable reconcile]], a list of matching invoices will be provided. <br />
<br />
[[File:Ap-rec-reccomp-list.png]]<br />
<br />
=== Step 1: Mark Invoices To Pay ===<br />
'''Right-Click''' to view the list of available actions.<br />
*To pay individual invoices, select '''Pay This Invoice In Full/Part/Trust Amount'''. ''(Trust Amount = Only pay the percentage paid by the client.)''<br />
*To pay all listed invoices, select '''Pay All In Full/Trust Amount'''. <br />
<br />
[[File:Ap-rec-reccomp-list-payoptions.png]]<br />
<br />
=== Step 2: Verify Payment Details and Earned Income Transfer ===<br />
#Select '''Payment Details...''' after [[#Step 1: Mark Invoices To Pay|marking invoices to pay]]. <br />
#:[[File:Ap-rec-reccomp-list-paydetails.png]]<br />
#The '''Transaction Details''' window will display. <br />
#*Enter the [[Bank Profile|bank code]]. ''(The code defaults from the [[Agency Profile|agency profile]].)'' <br />
#*Verify the '''Check Number''', '''Check Date''', and '''Check Type'''. <br />
#*Enter a short '''Description'''. <br />
#:[[File:Ap-rec-reccomp-list-paydetails-transdetails.png]]<br />
#'''Optionally''' select '''Transfer Earned Commission''' to automatically transfer any earned commission between the [[Bank Profile|trust and operating bank accounts]]. ''(Do not select if paying beginning balance invoices)''.<br />
#:'''See: [[Bank Transfer#Setup Bank Transfer General Ledger Account|Setup bank transfer general ledger account]] or select the existing [[General Ledger Profile|bank transfer GL profile]])'''. <br />
#:[[File:Ap-rec-reccomp-list-paydetails-transdetails-selectearned.png]] [[File:Ap-rec-reccomp-list-paydetails-transdetails-earned.png]] <br />
#Select '''OK''' when finished.<br />
<br />
=== Step 3: Perform the Reconciliation ===<br />
After [[#Step 1: Mark Invoices To Pay|marking the invoices to pay]], and [[#Step 2: Verify Payment Details and Earned Income Transfer|entering the payment details]], verify the total '''"paying" amount displayed at the bottom of the reconcile window'''. <br />
<br />
[[File:Ap-rec-reccomp-list-totalpaying.png]]<br />
<br />
Once verified, select '''Perform Reconciliation''' to execute the following:<br />
*Create a [[:Checks|check transaction]] for the total payment amount.<br />
*Apply the check payment to each of the marked invoices. <br />
*Create a [[#Review Reconcile Archive (Completed)|.PDF report attached to the company tab]]. <br />
*Transfer any Earned Commission if selected. <br />
*Prompt to print the company payable check if configured as '''Check Type -> Regular'''. <br />
<br />
=== Additional Options ===<br />
<!--<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ap-rec-reccomp-list-rightclick.png]]</td><br />
</tr><br />
</table>--><br />
There are many additional options available in either the primary reconcile '''Right-Click Menu''', or by selecting the reconcile window buttons.<br />
*'''Add Invoices''': Search for additional invoices by date, or invoice number to add to the existing reconcile window. This option can add fully paid invoices. <br />
*'''Adjust This Invoice''': See: [[Invoice:_Adjust_Premium_and_Commission_on_Existing_Invoices_in_Closed_GL_Periods#Adjust_an_Invoice_Using_Reconcile|Adjust an Invoice Using Reconcile]]<br />
*'''Export to Excel''': Creates and opens a Microsoft Excel spreadsheet of the currently displayed list of invoices. <br />
*'''Ignore This Invoice''': Ignored invoices are not paid when [[#Step 1: Mark Invoices To pay|selecting "pay all" options]]. After selecting invoices to ignore, optionally select the bottom checkbox to '''Hide invoices that are being ignored'''. <br />
*'''Save And Exit''': Saves the pending reconcile as a reconcile in progress without posting any changes. See [[#Resume or Cancel a Reconcile in Progress|the section below to resume or cancel]] a saved reconcile in progress. <br />
*'''Window: Red X''': Exit without saving any changes.<br />
<br />
[[File:Ap-rec-reccomp-list-rightclick.png]]<br />
<br />
== Resume or Cancel a Reconcile in Progress ==<br />
If a pending reconcile is saved, it can either be resumed exactly where the operator left off, or cancelled to start the reconcile process at the beginning. <br />
#Select '''Company -> Reconcile Company Payables (Agency Bill)'''.<br />
#Select '''Load a Reconcile in Progress'''.<br />
#Highlight the previously saved reconcile and select '''OK''' to resume, or '''Cancel This Item''' to remove the saved reconcile. <br />
#:[[File:Ap-rec-reccomp-loadinprogress.png]]<br />
<br />
After a reconcile in progress is cancelled, the operator can now [[#Start a Company Payable Reconcile|start a new company payable reconcile]] for the same company. <br />
<br />
== Review Reconcile Archive (Completed) ==<br />
Previously processed reconciles can be viewed using the reconcile archive report, or by viewing the automatically generated .PDF from the '''Company Tab -> Attachments Band'''. <br />
#Select '''Company -> Reconcile Company Payables (Agency Bill)'''.<br />
#Select '''Other -> View Reconcile Archive...'''. <br />
#Select the previously processed reconcile from the list, and select '''Report''' or '''Excel''' for a spreadsheet<br />
#:[[File:Ap-rec-reccomp-viewarchive-completed.png]]</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Reconcile_Producer_Payables&diff=6584Reconcile Producer Payables2021-07-19T19:23:25Z<p>Brutledge: </p>
<hr />
<div>[[Category:Agency Bill]][[Category:Direct Bill]][[Category:Payables]][[Category:Checks]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Producer Profile]]</li><br />
<li>[[Reconcile (disambiguation)|Reconcile (All)]]</li><br />
<li>[[Reconcile Payables Batch]]</li><br />
<li>[[Training 6: Accounting]]</li><br />
</ul><br />
</td><br />
</tr><br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Agency Bill|Agency Bill]]</li><br />
<li>[[:Category:Checks|Checks]]</li><br />
<li>[[:Category:Direct Bill|Direct Bill]]</li><br />
<li>[[:Category:Payables|Payables]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
<br />
The Reconcile Producer Payables interface is used to create GL-2120 producer payable checks against [[:Category:Agency Bill|Agency Bill]] and [[:Category:Direct Bill|Direct Bill]] invoices.<br />
<br />
Access to reconcile producer payables requires the following security:<br />
*Setup -> [[Security System]] -> AP -> Reconcile Payables -> View and Entry.<br />
*Setup -> [[Security System]] -> AP -> Check Transaction -> Entry.<br />
*Setup -> [[Security System]] -> Profiles -> Producer -> View.<br />
<br />
== Frequently Asked Questions (FAQ) ==<br />
*[[Talk:Reconcile_Company_Payables#How_can_I_hide_ignored_invoices_from_a_reconcile_report.3F|How can I hide ignored invoices from a reconcile report?]]<br />
*[[Talk:Reconcile_Producer_Payables#How_do_I_advance_pay_a_producer_their_commissions.3F|How do I advance pay a producer their commissions?]]<br />
<br />
== Start a Producer Payable Reconcile ==<br />
#Select '''Producer -> Reconcile Payables'''. ''(To process producer or [[Reconcile Company Payables|company payables]] '''in a batch''', see [[Reconcile Payables Batch]].)''<br />
#Enter the [[Producer Profile|Producer Code]]. <br />
#Select the [[:Category:Invoice|invoice]] '''Start Date''' and '''End Date'''. <br />
#:''(Invoices before or after the date range will not be included in the reconcile payables results. See [[#Change Default Date Range|change default date range below]] to modify the default values.)'' <br />
#Select '''OK'''.<br />
#:[[File:Ap-recprd.png]]<br />
<br />
=== Start a Reconcile: Additional Options ===<br />
==== Change Default Date Range ====<br />
#Select '''Producer -> Reconcile Payables'''.<br />
#Select '''Other -> Change Default Dates...'''.<br />
#:[[File:Ap-rec-changedefault.png]]<br />
#Select a different start and end date method, and select '''OK'''. ''(When prompted restart Agency Systems for the default date changes to take affect.)''<br />
#:[[File:Ap-rec-changedefault-defaults.png]]<br />
<br />
==== Include a Department Filter ====<br />
The list of invoices can be limited by [[Department Profile|Department Code]], commonly used for agencies with multiple locations.<br />
<br />
Select '''Producer -> Reconcile Payables'''. Next, select ''' Other -> Show Department Filter'''.<br />
<br />
The department code entry field will display below the End Date.<br />
<br />
== Process a Producer Payable Reconcile ==<br />
After [[#Start a Producer Payable Reconcile|starting a producer payable reconcile]], a list of matching invoices will be provided. <br />
<br />
[[File:Ap-recprd-list.png]]<br />
<br />
=== Step 1: Mark Invoices To Pay ===<br />
'''Right-Click''' to view the list of available actions.<br />
*To pay individual invoices, select '''Pay This Invoice In Full/Part/Trust Amount'''. ''(Trust Amount = Only pay the percentage paid by the client.)''<br />
*To pay all listed invoices, select '''Pay All In Full/Trust Amount'''. <br />
<br />
[[File:Ap-recprd-list-payoptions.png]]<br />
<br />
=== Step 2: Verify Payment Details ===<br />
#Select '''Payment Details...''' after [[#Step 1: Mark Invoices To Pay|marking invoices to pay]]. <br />
#:[[File:Ap-recprd-list-paydetails.png]]<br />
#The '''Transaction Details''' window will display. <br />
#*Enter the [[Bank Profile|bank code]]. ''(The code defaults from the [[Agency Profile|agency profile]].)'' <br />
#:If the producer will receive a payroll check with salary or expense deductions, see [[Producer Payables: Include Producer Commission in Payroll Check]] to select the correct [[Bank Profile|bank code]]. <br />
#*Verify the '''Check Number''', '''Check Date''', and '''Check Type'''. <br />
#*Enter a short '''Description'''. <br />
#:[[File:Ap-recprd-list-paydetails-transdetails.png]]<br />
#Select '''OK''' when finished.<br />
<br />
=== Step 3: Perform the Reconciliation ===<br />
After [[#Step 1: Mark Invoices To Pay|marking the invoices to pay]], and [[#Step 2: Verify Payment Details|entering the payment details]], verify the total '''"paying" amount displayed at the bottom of the reconcile window'''. <br />
<br />
[[File:Ap-recprd-list-totalpaying.png]]<br />
<br />
Once verified, select '''Perform Reconciliation''' to execute the following:<br />
*Create a [[:Checks|check transaction]] for the total payment amount.<br />
*Apply the check payment to each of the marked invoices. <br />
*Create a [[#Review Reconcile Archive (Completed)|report available in the reconcile archive]]. <br />
*Prompt to print the producer payable check if configured as '''Check Type -> Regular'''. <br />
<br />
=== Additional Options ===<br />
There are many additional options available in either the primary reconcile '''Right-Click Menu''', or by selecting the reconcile window buttons.<br />
*'''Add Invoices''': Search for additional invoices by date, or invoice number to add to the existing reconcile window. This option can add fully paid invoices. <br />
*'''Adjust This Invoice''': See: [[Invoice:_Adjust_Premium_and_Commission_on_Existing_Invoices_in_Closed_GL_Periods#Adjust_an_Invoice_Using_Reconcile|Adjust an Invoice Using Reconcile]]<br />
*'''Export to Excel''': Creates and opens a Microsoft Excel spreadsheet of the currently displayed list of invoices. <br />
'''Ignore This Invoice''': Ignored invoices are not paid when [[#Step 1: Mark Invoices To pay|selecting "pay all" options]]. After selecting invoices to ignore, optionally select the bottom checkbox to '''Hide invoices that are being ignored'''. <br />
*'''Save And Exit''': Saves the pending reconcile as a reconcile in progress without posting any changes. See [[#Resume or Cancel a Reconcile in Progress|the section below to resume or cancel]] a saved reconcile in progress. <br />
*'''Window: Red X''': Exit without saving any changes.<br />
[[File:Ap-recprd-list-rightclick.png]]<br />
<br />
== Resume or Cancel a Reconcile in Progress ==<br />
If a pending reconcile is saved, it can either be resumed exactly where the operator left off, or cancelled to start the reconcile process at the beginning. <br />
#Select '''Producer -> Reconcile Payables'''.<br />
#Select '''Load a Reconcile in Progress'''.<br />
#Highlight the previously saved reconcile and select '''OK''' to resume, or '''Cancel This Item''' to remove the saved reconcile. <br />
#:[[File:Ap-recprd-loadinprogress.png]]<br />
<br />
After a reconcile in progress is cancelled, the operator can now [[#Start a Producer Payable Reconcile|start a new producer payable reconcile]] for the same producer. <br />
<br />
== Review Reconcile Archive (Completed) ==<br />
Previously processed reconciles can be viewed using the reconcile archive report.<br />
#Select '''Producer -> Reconcile Payables'''.<br />
#Select '''Other -> View Reconcile Archive...'''. <br />
#Select the previously processed reconcile from the list, and select '''Report''' or '''Excel''' for a spreadsheet. <br />
#:[[File:Ap-recprd-viewarchive-completed.png]]</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=DataView_Integration&diff=6583DataView Integration2021-07-19T19:22:58Z<p>Brutledge: </p>
<hr />
<div>[[Category:Third-Party Integration]][[Category:Reports]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Training 7: Management]]</li><br />
</ul><br />
</td><br />
</tr><br />
<br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Reports|Reports]]</li><br />
<li>[[:Category:Third-Party Integration|Third-Party Integration]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
DataView is a premium reporting package designed to give the agency owner (or manager) a simple, reliable way to monitor and manage agency production, retention, and efficiency, with an easy-to-use Agency Dashboard that saves time—and money.<br />
<br />
Using sophisticated analysis tools, DataView reads and interprets your data, producing results you won’t find anywhere else.<br />
<br />
For example: <br />
:Net New Business is an important figure most systems have a problem with: If a policy is re-written with a different carrier, the new policy will download as '''New Business''', affecting your production reports. DataView sees that the expiration (or cancellation) of the replaced policy is adjacent to the inception of the re-write, and '''correctly recognizes the policy as a re-write and not new business'''.<br />
<br />
:The Retention Report gives you an overview of business retained versus lost policies.<br />
<br />
:The Performance Score is an industry-first that shows retention, activity count, new business and more for your staff.<br />
<br />
For more information regarding Dataview availability, [http://agencysystems.com/contact-us/ contact sales].</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Attachments&diff=6582Attachments2021-07-19T19:17:31Z<p>Brutledge: </p>
<hr />
<div>[[Category:Attachment]][[Category:Email]][[Category:Training Guides]]<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Correspondence]] Newton User Guide: [[Newton User Guide#Correspondence|Correspondence]]</td><br />
</tr><br />
<tr><br />
<td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td><br />
</tr><br />
<tr><br />
<td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Attachment_Integration&oldid=4847 Click Here]</td><br />
</tr><br />
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"><br />
<td>Related Pages</td><br />
</tr><br />
<br />
<tr> <br />
<td><br />
<ul><br />
<li>[[Attachments: Tag Setup]]</li><br />
<li>[[Batch Send]]</li><br />
<li>[[Email]]</li><br />
<li>[[MyInsuranceDashboard.com Integration]]</li><br />
</ul><br />
</td><br />
</tr><br />
<br />
<tr style="background-color: #d3d3d3; text-align: center; "><br />
<td>Related Categories</td><br />
</tr><br />
<br />
<tr><br />
<td><br />
<ul><br />
<li>[[:Category:Attachment|Attachment]]</li><br />
<li>[[:Category:Email|Email]]</li><br />
<li>[[:Category:Training Guides|Training Guides]]</li><br />
</ul><br />
</td><br />
</tr><br />
</table><br />
Newton provides you with the ability to attach electronic documents to your management system. Emails, PDF documents, and other scanned images can all be attached to Newton through drag-and-drop. A document can be attached to a given client, to a specific policy or submission, a company, or to a vendor. Once attached, an attachment can be shared using an [[Email|email]], [[Batch Send]], or [[MyInsuranceDashboard.com Integration|My Insurance Dashboard]]. <br />
<br />
== Create an attachment ==<br />
<br />
Attachments and [[Email|emails]] are both created through drag-and-drop. Multiple items can be attached simultaneously to the same area instead of repeating the process for each file individually. <br />
<br />
=== Create a client attachment ===<br />
#[[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. <br />
#'''Left-click''' the mouse on the document (on your desktop) and '''hold down the mouse button'''. <br />
#Drag the selected document onto the [[Client Tab: Client Dashboard|Client Dashboard tab]] and '''release the mouse button'''.<br />
#Edit the '''Description''' for the file when prompted.<br />
#Select the desired '''Type''' and/or '''Tag'''. <br />
#Select''' Okay'''.<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Client Tab: Client Dashboard]] for more information.<br />
<br />
=== Create a policy attachment ===<br />
#[[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. <br />
#On the [[Client Tab: Client Dashboard|Client Dashboard tab]] select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''<br />
#'''Left-Click''' the desired policy number to open the [[Policy Dashboard]]. <br />
#:[[File:Clientdash-policies-selectpolicy.png]]<br />
#'''Left-click''' the mouse on the document (on your desktop) and '''hold down the mouse button'''. <br />
#Drag the selected document onto the [[Policy Dashboard]] and '''release the mouse button'''.<br />
#Edit the '''Description''' for the file when prompted.<br />
#Select the desired '''Type''' and/or '''Tag'''. <br />
#Select''' Okay'''.<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Policy Dashboard]] for more information.<br />
<br />
=== Create a company attachment ===<br />
A Company Tab is created by selecting '''Company''' -> '''Add Company Tab''' from the [[Main Menu and Tab Navigation|Main Menu]]. <br />
<br />
#Load the [[Company Profile|company]] on a [[Company Tab]].<br />
#'''Left-click''' the mouse on the document (on your desktop) and '''hold down the mouse button'''. <br />
#Drag the selected document onto the [[Company Tab]] and '''release the mouse button'''.<br />
#Edit the '''Description''' for the file when prompted.<br />
#Select the desired '''Type''' and/or '''Tag'''. <br />
#Select''' Okay'''.<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Company Tab]] for more information.<br />
<br />
=== Create a vendor attachment ===<br />
A Vendor Tab is created by selecting '''Vendor''' -> '''Add Vendor Tab''' from the [[Main Menu and Tab Navigation|Main Menu]]. <br />
<br />
#Load the [[Vendor Profile|vendor]] on a [[Vendor Tab]].<br />
#'''Left-click''' the mouse on the document (on your desktop) and '''hold down the mouse button'''. <br />
#Drag the selected document onto the [[Vendor Tab]] and '''release the mouse button'''.<br />
#Edit the '''Description''' for the file when prompted.<br />
#Select the desired '''Type''' and/or '''Tag'''. <br />
#Select''' Okay'''.<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Vendor Tab]] for more information.<br />
<br />
=== Create a secure attachment ===<br />
Anything attached through drag-and-drop from within the management tab is only visible from the management tab as a secure attachment.<br />
<br />
Existing company and vendor attachments can be converted as secure attachments using [[#Convert company and vendor secure attachments|the instructions below]].<br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Management Tab]] for more information.<br />
<br />
=== Create an attachment by browsing to a folder ===<br />
Attachments are attached primarily through drag-and-drop, however they can also be attached by browsing the Microsoft Windows file system and selecting a file. Utilizing the file picker is helpful for users with a single monitor where drag+drop is more difficult, or if all documents are always scanned and saved to a specific network folder. <br />
<br />
#[[Client_Tab#Find_a_Client|Search for and load the client, prospect]], [[Policy Dashboard|policy]], [[Company Tab|company]] or [[Vendor Tab|vendor]]. <br />
#Select '''Create Item''' -> '''Attachment''' within the top toolbar. ''(Optionally select the (+) next to Attachments and select '''Add Attachment'''.)''<br />
#:[[File:Clienttab-dashboard-toolbar.png]]<br />
#Select '''Browse'''. <br />
#:[[File:Attach-browse.png]]<br />
#Choose the desired file and select '''Open'''. (When attaching multiple files at once, [[#Create an attachment|consider using drag-and-drop]] instead of browsing to each individually.)<br />
#:[[File:Attach-browse-select.png]]<br />
#Confirm the attachment info and select '''Okay'''. <br />
#*The '''Description''' will default to the file name. Update the text if desired. <br />
#*The '''Attachment Type''' will [[#Attachment type and tag setup|default based on common file types]]. Select a different '''Type''' as needed. <br />
#*Optionally select an '''Attachment Tag'''. <br />
#*Optionally choose to '''Remove original'''. Enabling this option will permanently delete the original file from the folder after copying it to Newton. <br />
#*:[[File:Attach-browse-info.png]]<br />
#Enter additional contextual information for the [[Client_Dashboard#Activity|activity log]]. This additional information can be used to find a signed document using the [[Client_Dashboard#Activity_Search|activity search]], in addition the description entered above. Select '''Save'''. <br />
#:[[File:Attach-browse-pollog.png]]<br />
<br />
Repeat this process for additional attachments if desired. The directory will automatically default to the last location selected by the user on that computer.<br />
<br />
== Attachment types and user tags ==<br />
In addition to being saved to a policy, Attachments can be assigned a '''Type''' and User-Defined '''Tag'''. [[#Filter attachment list by type|View filters can be applied for the types]], similar to activity filters<br />
<br />
[[File:Basic-attch-typetag.PNG]]<br />
<br />
=== Attachment type and tag setup ===<br />
New attachments with common file extensions (.jpg, .docx, .pdf) will automatically be assigned an '''Attachment Type'''. Attachment types can also be manually assigned to user-created attachments. Attachment Type profiles cannot be modified.<br />
{| class="wikitable"<br />
!Type<br />
!Automatically Assigned To<br />
|-<br />
|Accounting<br />
|Client/Company Reconcile Reports, Commission Download/Commission Builder Reports<br />
|-<br />
|Document<br />
|Printed Memo Writer documents.<br />
|-<br />
|ACORD/Forms<br />
|Previewed or Printed ACORD forms.<br />
|-<br />
|Picture<br />
|<br />
|-<br />
|Other<br />
|<br />
|-<br />
|Packages<br />
|Batch print generated PDF packages. <br />
|-<br />
|}<br />
<br />
<br />
Attachment tag profiles are user-defined, created by office administrators. <br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Attachments: Tag Setup]] for more information<br />
<br />
=== Filter attachment list by type ===<br />
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"><br />
<tr><br />
<td><br />
Attachment '''Type''' and '''Tag''' columns are displayed in the following locations:<br />
*[[Dashboard Tab (User)|Dashboard Tab]] -> Attachments<br />
*[[Management Tab]] -> Attachments<br />
*[[Client_Tab:_Client_Dashboard#Attachments|Client Dashboard]] -> Attachments<br />
*[[Policy Dashboard]] -> Attachments<br />
*[[Company Tab]] -> Attachments<br />
*[[Vendor Tab]] -> Attachments<br />
</td><br />
</tr><br />
</table><br />
#[[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. <br />
#On the [[Client Tab: Client Dashboard|'''Client Dashboard''' tab]] select the (+) next to '''Attachments'''.<br />
#'''Right-Click''' on the attachment and select '''Attachment Types'''. ''(By default, '''All''' will be selected)''. <br />
#:[[File:Attch-attchtypes-all.png]]<br />
#Select the desired '''Attachment Type''' from the list. <br />
#The attachment list will be automatically filtered to only include attachments saved as the selected '''Attachment Type'''.<br />
#:[[File:Attch-attchtypes-picture.png]]<br />
#Multiple attachment types can be selected by choosing additional types.<br />
<br />
== Rename, move, or remove an attachment ==<br />
=== Rename an Attachment ===<br />
#[[Client_Tab#Find_a_Client|Search for and load the client, prospect]], [[Policy Dashboard|policy]], [[Company Tab|company]] or [[Vendor Tab|vendor]]. <br />
#Select the (+) next to '''Attachments'''.<br />
#'''Right-Click''' on the attachment and select '''Edit Description'''. <br />
#Enter a new '''Description'''. <br />
#Select the desired [[#Attachment types and user tags|'''Type''' and/or '''Tag''']].<br />
#Select '''OK'''.<br />
#:[[File:Attach-edit-descortypetag.png]]<br />
<br />
=== Move an attachment ===<br />
Existing attachments can be moved from the client file, to a specific policy on the client. In addition, attachments can be moved between two policies, or removed from a policy. <br />
#[[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. <br />
#On the [[Client Tab: Client Dashboard|Client Dashboard tab]] select the (+) next to '''Attachments'''.<br />
#'''Right-Click''' on the attachment and select '''Move to policy'''. <br />
#Highlight the correct policy number by left-clicking on the number within the list, and choose '''Select'''. ''(To remove the attachment from the policy, select '''Clear'''.)''<br />
#:[[File:Attachment-move-selectapolicy.png]]<br />
#Confirm '''Yes''' to move the attachment. <br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Policy Dashboard]] for more information<br />
<br />
==== Move multiple attachments ====<br />
Attachments can be moved individually using [[#Move an attachment|the steps above]] or multiple items can be moved in a batch. <br />
#[[Client_Tab#Find_a_Client|Search for and load the client or prospect]]. <br />
#On the [[Client Tab: Client Dashboard|Client Dashboard tab]] select the (+) next to '''Attachments'''.<br />
#'''Right-Click''' on the attachment and select '''Multiple Selections'''. <br />
#:[[File:releasenotes-basic-attachments-multipleselection.png]]<br />
#After enabling '''Multiple Selections''', choose the items by clicking on the check boxes or the attachment descriptions. <br />
#:[[File:releasenotes-basic-attachments-multipleselection-checks.png]]<br />
#After the items are selected, '''Right-Click''' on an attachment and select '''Move to policy'''. <br />
#Highlight the correct policy number by left-clicking on the number within the list, and choose '''Select'''. ''(To remove the attachments from the policy, select '''Clear'''.)''<br />
#:[[File:Attachment-move-selectapolicy.png]]<br />
#Confirm '''Yes''' to move the attachments. <br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Policy Dashboard]] for more information<br />
<br />
=== Convert company and vendor secure attachments ===<br />
[[Company Tab|Company]] and [[Vendor Tab|Vendor]] attachments can be converted to secure attachments.<br />
#Load a [[Company Tab]] or [[Vendor Tab]].<br />
#Select the (+) next to '''Attachments'''.<br />
#'''Right-Click''' on the attachment and select '''Convert to Secure Attachment'''.<br />
#:[[File:Company-attach-convertsecure.png]]<br />
#Select '''Yes''' to confirm.<br />
#The attachment will be removed from the company or vendor tabs, and only available from the [[Management_Tab#Management:_Secure_Attachments|Management Tab]]. <br />
<br />
[[File:Ic_info_black_24dp.png]] See: [[Management Tab]] for more information<br />
<br />
=== Delete an attachment ===<br />
Attachments links can be removed from clients, policies, vendors or companies. <br />
<br />
[[File:Ic warning black 24dp.png]] You cannot recover a deleted attachment link. <br />
<br />
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]], or load a [[Company Tab]] or [[Vendor Tab]].<br />
#Select the (+) next to '''Attachments'''.<br />
#'''Right-Click''' on the attachment and select '''Remove Link''' or '''Delete'''. (Requires [[Security System|Security System: AR -> Policy Transaction -> Global]] access.)<br />
#Confirm '''Yes''' to remove the attachment.<br />
#:[[File:Attachment-removelinkconfirm.png]]<br />
<br />
Any activity corresponding to the original attachment will be unchanged, with a new activity created representing the delete action. <br />
<br />
==== Delete multiple attachments ====<br />
Attachments can be removed individually using [[#Delete an attachment|the steps above]] or multiple items can be removed in a batch.<br />
<br />
[[File:Ic warning black 24dp.png]] You cannot recover a deleted attachment link. <br />
<br />
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]], or load a [[Company Tab]] or [[Vendor Tab]].<br />
#Select the (+) next to '''Attachments'''.<br />
#'''Right-Click''' on the attachment and select '''Multiple Selections'''. <br />
#:[[File:releasenotes-basic-attachments-multipleselection.png]]<br />
#After enabling '''Multiple Selections''', choose the items by clicking on the check boxes or the attachment descriptions. <br />
#:[[File:releasenotes-basic-attachments-multipleselection-checks.png]]<br />
#After the items are selected, '''Right-Click''' on an attachment again and select '''Remove Link''' or '''Delete'''. (Requires [[Security System|Security System: AR -> Policy Transaction -> Global]] access.)<br />
#Confirm '''Yes''' to remove the attachments.</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Files&diff=6555Files2021-05-10T21:40:14Z<p>Brutledge: /* Newton Toolbox */</p>
<hr />
<div>[[Category:Technical]]<br />
== Builds ==<br />
<br />
=== Beta ===<br />
<br />
==== MariaDB Version ====<br />
Setup Conversion Build 9105 | [http://files.agencysystems.com/support/Builds/Setup_MariaDBConversion_9105.zip Zip File]<br />
<br />
==== Pervasive Versions ====<br />
===== 9068 =====<br />
Newton Server Update Build 9068 | [http://files.agencysystems.com/support/Builds/newton9068.zip Zip File]<br />
<br />
<!--==== 8997 ====<br />
Newton Server Update Build 8997 | [http://files.agencysystems.com/support/Builds/newton8997.zip Zip File]<br />
<br />
==== 8994 ====<br />
Newton Server Update Build 8994 | [http://files.agencysystems.com/support/Builds/newton8994.zip Zip File]<br />
<br />
==== 8952 ====<br />
Newton Server Update Build 8952 | [http://files.agencysystems.com/support/Builds/newton8952.zip Zip File]<br />
<br />
==== 9034 ====<br />
Newton Server Update Build 9034 | [http://files.agencysystems.com/support/Builds/newton9034.zip Zip File]--><br />
<br />
=== Current ===<br />
<br />
<!--<br />
==== BETA ====<br />
Newton Server Update Build 9058 | [http://files.agencysystems.com/support/Builds/newton9058.zip Zip File]<br />
--><br />
<br />
==== 8822 ====<br />
Newton Server Update Build 8822 | [http://files.agencysystems.com/support/Builds/newton8822.zip Zip File]<br />
<br />
<!--==== 8923 ====<br />
Newton Server Update Build 8923 | [http://files.agencysystems.com/support/Builds/newton8923.zip Zip File]<br />
<br />
==== 8813 ====<br />
Newton Server Update Build 8813 | [http://files.agencysystems.com/support/Builds/newton8813.zip Zip File]<br />
<br />
==== 8793 ====<br />
Newton Server Update Build 8793 | [http://files.agencysystems.com/support/Builds/newton8793.zip Zip File]<br />
<br />
==== 8707 ====<br />
Newton Server Update Build 8707 | [http://files.agencysystems.com/support/Builds/newton8707.zip Zip File]<br />
==== 8687 ====<br />
Newton Server Update Build 8687 | [http://files.agencysystems.com/support/Builds/Setup8687.zip HTTP Direct] <br />
<br />
==== 8667 ====<br />
Current Beta Release as of 3/26/2020<br />
<br />
Newton Server Update Build 8667 | [http://files.agencysystems.com/support/Builds/newnewton8667.zip HTTP Direct] <br />
<br />
Newton Misc Files for 8667 | [http://files.agencysystems.com/support/Builds/8667Misc.zip HTTP Direct]<br />
<br />
==== 8507 ====<br />
Newton Server Update Build 8507 | [http://files.agencysystems.com/support/Builds/Newton%20Server%20Update%208507.exe HTTP Direct] <br />
<br />
==== 8172 ====<br />
Newton Server Update Build 8172.10 | [https://www.dropbox.com/s/44rf6ndhoezf2od/Newton%20Server%20Update%208172.10.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Builds/Newton%20Server%20Update%208172.10.exe HTTP Direct]<br />
<br />
[[File:Ic_info_black_24dp.png|link=#Transfer Manager]] [[#Transfer Manager|Transfer Manager Activity DL]]<br />
<br />
<br />
Newton Server Update Build 8172 | [https://www.dropbox.com/s/4metppcrv6orus2/Newton%20Server%20Update%208172.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Builds/Newton%20Server%20Update%208172.exe HTTP Direct]<br />
<br />
'''Patches require fileutil.exe /auto if updating from 8172.3 or prior.'''<br />
:Patches 8172.10 | [https://www.dropbox.com/s/7z6jmcy8oz25itc/patches8172.10.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Builds/patches8172.10.exe HTTP Direct] <br />
:Patches 8172.7 | [https://www.dropbox.com/s/1tx9jbfxmv8zv9b/patches8172.7.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Builds/patches8172.7.exe HTTP Direct]<br />
<br />
==== 7669 ====<br />
Newton Server Update Build 7669 | [http://files.agencysystems.com/support/Builds/Newton%20Server%20Update%207669.exe HTTP Direct]<br />
:Patches 7669.3 | [http://files.agencysystems.com/support/Builds/patches7669.3.exe HTTP Direct]<br />
:Patches 7669.2 | [http://files.agencysystems.com/support/Builds/patches7669.2.exe HTTP Direct]<br />
:Patches 7669.1 | [http://files.agencysystems.com/support/Builds/patches7669.1.exe HTTP Direct]<br />
<br />
==== 7070 ====<br />
Newton Server Update Build 7070 | [http://files.agencysystems.com/support/Builds/Newton%20Server%20Update%207070.exe HTTP Direct]<br />
:Patches 7070.6 | [http://files.agencysystems.com/support/Builds/patches7070.6.exe HTTP Direct]<br />
:Patches 7070.4 | [http://files.agencysystems.com/support/Builds/patches7070.4.exe HTTP Direct]--><br />
<br />
== MariaDB ==<br />
Maria Server, 64 Bit | [http://files.agencysystems.com/support/MariaDBDist/mariadb-10.3.24-winx64.msi HTTP Direct]<br />
<br />
Maria Server, 32 Bit | [http://files.agencysystems.com/support/MariaDBDist/mariadb-10.3.24-win32.msi HTTP Direct]<br />
<br />
Maria ODBC 3.0.9 | [http://files.agencysystems.com/support/MariaDBDist/mariadb-connector-odbc-3.0.9-win32.msi HTTP Direct]<br />
<br />
== Pervasive ==<br />
Pervasive System Analyzer | [https://www.dropbox.com/s/gsa7mxceu6kl4gw/PSA.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSA.exe HTTP Direct]<br />
<br />
==== Pervasive v12.01 ====<br />
Pervasive v12 Client | [https://www.dropbox.com/s/h8vckojezj3cu03/PSQL12.00-Client.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.00-Client.exe HTTP Direct]<br />
:Pervasive v12.01.066 Patch Client | [https://www.dropbox.com/s/upppuopzg78qt8g/PSQL12.01.066-Patch-Client.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.01.066-Patch-Client.exe HTTP Direct]<br />
<br />
Pervasive v12 Server | [https://www.dropbox.com/s/m6b4oztbd7sz24n/PSQL12.00-Server.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.00-Server.exe HTTP Direct]<br />
:Pervasive v12.01.066 Patch Server | [https://www.dropbox.com/s/oirkn4vf57u7813/PSQL12.01.066-Patch-Server.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.01.066-Patch-Server.exe HTTP Direct]<br />
<br />
Pervasive v12 WGE | [https://www.dropbox.com/s/ejca532gkm4edbf/PSQL12.00-WGE.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.00-WGE.exe HTTP Direct]<br />
:Pervasive v12.01.066 Patch WGE | [https://www.dropbox.com/s/9r3ht9dqprpdyr3/PSQL12.01.066-Patch-WGE.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.01.066-Patch-WGE.exe HTTP Direct]<br />
<br />
==== Pervasive v11.3 ====<br />
Pervasive v11.3 Client | [https://www.dropbox.com/s/uaa871dvo3ubug1/PSQL11.3Client32.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL11.3Client32.exe HTTP Direct]<br />
<br />
Pervasive v11.3 Server | [https://www.dropbox.com/s/uarsiurc6em2ufx/PSQL11.3Server32.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL11.3Server32.exe HTTP Direct]<br />
<br />
Pervasive v11.3 WGE | [https://www.dropbox.com/s/aplg6ugxjdubgbf/PSQL11.3WGE.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL11.3WGE.exe HTTP Direct]<br />
<br />
==== Pervasive v10.31 ====<br />
Pervasive v10.3 Client | [http://files.agencysystems.com/support/Pervasive/PSQL10.30-Client32.exe HTTP Direct]<br />
:Pervasive v10.31.045 Patch Client | [http://files.agencysystems.com/support/Pervasive/PSQL10.31.045-Patch-Client32.msp HTTP Direct]<br />
<br />
Pervasive v10.3 Server | [http://files.agencysystems.com/support/Pervasive/PSQL10.30-Server32.exe HTTP Direct]<br />
:Pervasive v10.31.045 Patch Server | [http://files.agencysystems.com/support/Pervasive/PSQL10.31.045-Patch-Server32.msp HTTP Direct]<br />
<br />
Pervasive v10.3 WGE | [http://files.agencysystems.com/support/Pervasive/PSQL10.30-WGE32.exe HTTP Direct]<br />
:Pervasive v10.31.045 Patch WGE | [http://files.agencysystems.com/support/Pervasive/PSQL10.31.045-Patch-WGE32.msp HTTP Direct]<br />
<br />
== Transfer Manager ==<br />
Transfer Manager 4.1.0 | [https://www.dropbox.com/s/yit1asg9f5ppe9v/IVANSTMNET4.1.0.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/IVANSTMNET4.1.0.exe HTTP Direct] | [https://www.ivansinsurance.com/en-us/transfer-manager/ IVANS website]<br />
<br />
Transfer Manager Config 2015 | [https://www.dropbox.com/s/dm6m1sisdrfx5at/tmconfig2015.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/tmconfig2015.exe HTTP Direct]<br />
<br />
Transfer Manager Activity DL | [https://www.dropbox.com/s/h8ylmucd8zhpoou/TM-activitydl.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/TM-activitydl.zip HTTP Direct] | G_fEnableAcordXML=1<br />
<br />
Transfer Manager Claims DL | [http://files.agencysystems.com/support/Transfer%20Manager/TM-claimdl.tmc HTTP Direct] <br />
<br />
==== Transfer Manager Archive ====<br />
Transfer Manager 4.0.1 | [https://www.dropbox.com/s/wwxnjaobvbszlge/IVANSTMNET4.0.1.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/IVANSTMNET4.0.1.exe HTTP Direct] | [https://www.ivansinsurance.com/en-us/transfer-manager/ IVANS website]<br />
<br />
Transfer Manager 3.6.2.0 | [https://www.dropbox.com/sh/x1esuatsivqak5q/AADkrFmSUjGJrPJHMcMSgWG7a?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/IVANSTMNET3.6.2.0.exe HTTP Direct]<br />
:Transfer Manager 3.6.2.0 (.net 3.5) | [http://files.agencysystems.com/support/Transfer%20Manager/IVANSTMNET3.6.2.0-F3.5.exe HTTP Direct]<br />
<br />
== Utilities ==<br />
==== FileZilla ====<br />
FileZilla | [http://files.agencysystems.com/support/send/filezilla.zip HTTP Direct]<br />
<br />
==== Change DDF ====<br />
ChangeDDFv1 | [https://www.dropbox.com/s/6f4x9xsk6sj288r/changeddfv1.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Utilities/changeddfv1.exe HTTP Direct]<br />
<br />
==== IE Reg File ====<br />
IE Reg File | [http://files.agencysystems.com/support/send/IE.reg HTTP Direct] | [http://files.agencysystems.com/support/send/IE.zip Zipped]<br />
<br />
==== MID Utility ====<br />
D25 | [http://files.agencysystems.com/support/send/d25.exe EXE HTTP Direct] | [http://files.agencysystems.com/support/send/d25.zip ZIP HTTP Direct]<br />
<br />
==== Miscellaneous Utilities ====<br />
Utility | [http://files.agencysystems.com/support/send/newutil.exe EXE HTTP Direct] | [http://files.agencysystems.com/support/send/newutil.zip ZIP HTTP Direct]<br />
<br />
==== Fileutil 8822 ====<br />
Fileutil 8822 | [http://files.agencysystems.com/support/Utilities/fileutil8822.zip ZIP HTTP Direct]<br />
<br />
==== DB Check ====<br />
DBCheck | [https://www.dropbox.com/s/je6cqodvfjsp9ly/DBCheck.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Utilities/DBCheck.exe HTTP Direct]<br />
:The database checker will read all our data files on an ongoing basis. It first tries to read the file forwards, and then reads it backwards. It outputs all the information to bcheck.log. Once the utility is complete you may then search for the word “error” in the bcheck.log.<br />
<br />
==== Empfiles.ndx ====<br />
Configuration files pre-configured with drive letters for local program files. Backup and replace empfiles.ndx and update '''dserver''' and '''sqlname''' entries. <br />
<br />
ts-ndx-i.zip | [https://www.dropbox.com/s/eqj68qiyzlzw9bw/ts-ndx-i.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-i.zip HTTP Direct]<br />
<br />
ts-ndx-n.zip | [https://www.dropbox.com/s/blze5ccad5dicn9/ts-ndx-n.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-n.zip HTTP Direct]<br />
<br />
ts-ndx-p.zip | [https://www.dropbox.com/s/xbmzz1eys28ma84/ts-ndx-p.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-p.zip HTTP Direct]<br />
<br />
ts-ndx-r.zip | [https://www.dropbox.com/s/x3p0b0v0468ze21/ts-ndx-r.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-r.zip HTTP Direct]<br />
<br />
ts-ndx-s.zip | [https://www.dropbox.com/s/p7uoml9q9r9qr8i/ts-ndx-s.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-s.zip HTTP Direct]<br />
<br />
==== Newton Add-on Reports ====<br />
Newton Add-on Reports (08-11-2019) | [http://files.agencysystems.com/support/Utilities/MiscRpt.exe HTTP Direct]<br />
<br />
==== Newton Toolbox ====<br />
Newton Toolbox (01/10/2020) | [http://files.agencysystems.com/support/Utilities/newtontoolbox.20200110.exe HTTP Direct Self extracting EXE] | [http://files.agencysystems.com/support/Utilities/newtontoolbox.20200110.zip HTTP Direct Zip Archive]<br />
:beginbalances.exe (03/04/2020) | [http://files.agencysystems.com/support/Utilities/beginbalances.exe HTTP Direct]<br />
:copytable.exe<br />
:DataRecovery.exe (5/10/2021) | [http://files.agencysystems.com/support/send/DataRecovery.exe HTTP Direct]<br />
:DBCheck.exe | [http://files.agencysystems.com/support/Utilities/DBCheck.exe HTTP Direct]<br />
:fixjckw.exe | [http://files.agencysystems.com/support/Utilities/fixjckw.exe HTTP Direct]<br />
:grpcsr.exe (11/13/2018) | [http://files.agencysystems.com/support/Utilities/grpcsr.exe HTTP Direct]<br />
:MiscRpt.exe - Newton Add-on Reports (01/10/2020) | [http://files.agencysystems.com/support/Utilities/MiscRpt.exe HTTP Direct]<br />
:misspol.exe | [http://files.agencysystems.com/support/send/misspol.exe EXE HTTP Direct]<br />
:misspol.zip | [http://files.agencysystems.com/support/send/misspol.zip ZIP HTTP Direct]<br />
:NewtonUtilities.exe (01/05/2021) | [http://files.agencysystems.com/support/Utilities/NewtonUtilities.exe HTTP Direct]<br />
:Rebuild95.exe | [http://files.agencysystems.com/support/Utilities/Rebuild95.exe HTTP Direct]<br />
:ReAssign.exe (03/30/21) | [http://files.agencysystems.com/support/Utilities/ReAssign.exe HTTP Direct]<br />
<br />
==== Rebuild 9.5 ====<br />
Rebuild files to 9.5 Format | [https://www.dropbox.com/s/cjo1taa4qzjj3ev/Rebuild95.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Utilities/Rebuild95.exe HTTP Direct]<br />
:Before running, change the pervasive engine file format version and restart services.<br />
<br />
==== Shortcut Icon ====<br />
Under certain networking conditions in a workgroup environment, network locations are not always immediately available at login or after a workstation restarts. Since the Agency Systems icon is populated from the network drive, the Agency Systems desktop shortcut may display empty artwork under these conditions.<br />
<br />
Use the steps below to bypass this issue by saving a local version of the Newton icon. Modifying the shortcut requires admin rights unless an Agency Systems shortcut is created on the user desktop instead of the default location, the Public Desktop. <br />
<br />
;Modify the Agency Systems Desktop Shortcut<br />
#Save the icon file below to a folder on the workstation's local hard drive, such as <tt>C:\EmpireLocal\</tt> or <tt>C:\Users\Public\Public Documents\</tt>. (A folder available to all users is recommended.)<br />
#:[http://files.agencysystems.com/support/Utilities/Newton24.ico Newton24.ico] - (Right-click -> Save Link / Target As)<br />
#'''Right-Click''' on the Agency Systems shortcut and select '''Properties'''.<br />
#Select the '''Shortcut''' tab -> '''Change Icon...''' -> '''Browse''' -> Select the saved file -> Select '''Open'''.<br />
#Select '''Ok''' -> '''Ok'''.<br />
#The shortcut will now display the correct icon.</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=Files&diff=6546Files2021-04-20T13:42:51Z<p>Brutledge: /* Transfer Manager */</p>
<hr />
<div>[[Category:Technical]]<br />
== Builds ==<br />
<br />
=== Beta ===<br />
<br />
==== MariaDB Version ====<br />
Setup Conversion Build 9105 | [http://files.agencysystems.com/support/Builds/Setup_MariaDBConversion_9105.zip Zip File]<br />
<br />
==== Pervasive Versions ====<br />
===== 9068 =====<br />
Newton Server Update Build 9068 | [http://files.agencysystems.com/support/Builds/newton9068.zip Zip File]<br />
<br />
<!--==== 8997 ====<br />
Newton Server Update Build 8997 | [http://files.agencysystems.com/support/Builds/newton8997.zip Zip File]<br />
<br />
==== 8994 ====<br />
Newton Server Update Build 8994 | [http://files.agencysystems.com/support/Builds/newton8994.zip Zip File]<br />
<br />
==== 8952 ====<br />
Newton Server Update Build 8952 | [http://files.agencysystems.com/support/Builds/newton8952.zip Zip File]<br />
<br />
==== 9034 ====<br />
Newton Server Update Build 9034 | [http://files.agencysystems.com/support/Builds/newton9034.zip Zip File]--><br />
<br />
=== Current ===<br />
<br />
<!--<br />
==== BETA ====<br />
Newton Server Update Build 9058 | [http://files.agencysystems.com/support/Builds/newton9058.zip Zip File]<br />
--><br />
<br />
==== 8822 ====<br />
Newton Server Update Build 8822 | [http://files.agencysystems.com/support/Builds/newton8822.zip Zip File]<br />
<br />
<!--==== 8923 ====<br />
Newton Server Update Build 8923 | [http://files.agencysystems.com/support/Builds/newton8923.zip Zip File]<br />
<br />
==== 8813 ====<br />
Newton Server Update Build 8813 | [http://files.agencysystems.com/support/Builds/newton8813.zip Zip File]<br />
<br />
==== 8793 ====<br />
Newton Server Update Build 8793 | [http://files.agencysystems.com/support/Builds/newton8793.zip Zip File]<br />
<br />
==== 8707 ====<br />
Newton Server Update Build 8707 | [http://files.agencysystems.com/support/Builds/newton8707.zip Zip File]<br />
==== 8687 ====<br />
Newton Server Update Build 8687 | [http://files.agencysystems.com/support/Builds/Setup8687.zip HTTP Direct] <br />
<br />
==== 8667 ====<br />
Current Beta Release as of 3/26/2020<br />
<br />
Newton Server Update Build 8667 | [http://files.agencysystems.com/support/Builds/newnewton8667.zip HTTP Direct] <br />
<br />
Newton Misc Files for 8667 | [http://files.agencysystems.com/support/Builds/8667Misc.zip HTTP Direct]<br />
<br />
==== 8507 ====<br />
Newton Server Update Build 8507 | [http://files.agencysystems.com/support/Builds/Newton%20Server%20Update%208507.exe HTTP Direct] <br />
<br />
==== 8172 ====<br />
Newton Server Update Build 8172.10 | [https://www.dropbox.com/s/44rf6ndhoezf2od/Newton%20Server%20Update%208172.10.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Builds/Newton%20Server%20Update%208172.10.exe HTTP Direct]<br />
<br />
[[File:Ic_info_black_24dp.png|link=#Transfer Manager]] [[#Transfer Manager|Transfer Manager Activity DL]]<br />
<br />
<br />
Newton Server Update Build 8172 | [https://www.dropbox.com/s/4metppcrv6orus2/Newton%20Server%20Update%208172.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Builds/Newton%20Server%20Update%208172.exe HTTP Direct]<br />
<br />
'''Patches require fileutil.exe /auto if updating from 8172.3 or prior.'''<br />
:Patches 8172.10 | [https://www.dropbox.com/s/7z6jmcy8oz25itc/patches8172.10.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Builds/patches8172.10.exe HTTP Direct] <br />
:Patches 8172.7 | [https://www.dropbox.com/s/1tx9jbfxmv8zv9b/patches8172.7.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Builds/patches8172.7.exe HTTP Direct]<br />
<br />
==== 7669 ====<br />
Newton Server Update Build 7669 | [http://files.agencysystems.com/support/Builds/Newton%20Server%20Update%207669.exe HTTP Direct]<br />
:Patches 7669.3 | [http://files.agencysystems.com/support/Builds/patches7669.3.exe HTTP Direct]<br />
:Patches 7669.2 | [http://files.agencysystems.com/support/Builds/patches7669.2.exe HTTP Direct]<br />
:Patches 7669.1 | [http://files.agencysystems.com/support/Builds/patches7669.1.exe HTTP Direct]<br />
<br />
==== 7070 ====<br />
Newton Server Update Build 7070 | [http://files.agencysystems.com/support/Builds/Newton%20Server%20Update%207070.exe HTTP Direct]<br />
:Patches 7070.6 | [http://files.agencysystems.com/support/Builds/patches7070.6.exe HTTP Direct]<br />
:Patches 7070.4 | [http://files.agencysystems.com/support/Builds/patches7070.4.exe HTTP Direct]--><br />
<br />
== MariaDB ==<br />
Maria Server, 64 Bit | [http://files.agencysystems.com/support/MariaDBDist/mariadb-10.3.24-winx64.msi HTTP Direct]<br />
<br />
Maria Server, 32 Bit | [http://files.agencysystems.com/support/MariaDBDist/mariadb-10.3.24-win32.msi HTTP Direct]<br />
<br />
Maria ODBC 3.0.9 | [http://files.agencysystems.com/support/MariaDBDist/mariadb-connector-odbc-3.0.9-win32.msi HTTP Direct]<br />
<br />
== Pervasive ==<br />
Pervasive System Analyzer | [https://www.dropbox.com/s/gsa7mxceu6kl4gw/PSA.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSA.exe HTTP Direct]<br />
<br />
==== Pervasive v12.01 ====<br />
Pervasive v12 Client | [https://www.dropbox.com/s/h8vckojezj3cu03/PSQL12.00-Client.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.00-Client.exe HTTP Direct]<br />
:Pervasive v12.01.066 Patch Client | [https://www.dropbox.com/s/upppuopzg78qt8g/PSQL12.01.066-Patch-Client.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.01.066-Patch-Client.exe HTTP Direct]<br />
<br />
Pervasive v12 Server | [https://www.dropbox.com/s/m6b4oztbd7sz24n/PSQL12.00-Server.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.00-Server.exe HTTP Direct]<br />
:Pervasive v12.01.066 Patch Server | [https://www.dropbox.com/s/oirkn4vf57u7813/PSQL12.01.066-Patch-Server.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.01.066-Patch-Server.exe HTTP Direct]<br />
<br />
Pervasive v12 WGE | [https://www.dropbox.com/s/ejca532gkm4edbf/PSQL12.00-WGE.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.00-WGE.exe HTTP Direct]<br />
:Pervasive v12.01.066 Patch WGE | [https://www.dropbox.com/s/9r3ht9dqprpdyr3/PSQL12.01.066-Patch-WGE.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL12.01.066-Patch-WGE.exe HTTP Direct]<br />
<br />
==== Pervasive v11.3 ====<br />
Pervasive v11.3 Client | [https://www.dropbox.com/s/uaa871dvo3ubug1/PSQL11.3Client32.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL11.3Client32.exe HTTP Direct]<br />
<br />
Pervasive v11.3 Server | [https://www.dropbox.com/s/uarsiurc6em2ufx/PSQL11.3Server32.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL11.3Server32.exe HTTP Direct]<br />
<br />
Pervasive v11.3 WGE | [https://www.dropbox.com/s/aplg6ugxjdubgbf/PSQL11.3WGE.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Pervasive/PSQL11.3WGE.exe HTTP Direct]<br />
<br />
==== Pervasive v10.31 ====<br />
Pervasive v10.3 Client | [http://files.agencysystems.com/support/Pervasive/PSQL10.30-Client32.exe HTTP Direct]<br />
:Pervasive v10.31.045 Patch Client | [http://files.agencysystems.com/support/Pervasive/PSQL10.31.045-Patch-Client32.msp HTTP Direct]<br />
<br />
Pervasive v10.3 Server | [http://files.agencysystems.com/support/Pervasive/PSQL10.30-Server32.exe HTTP Direct]<br />
:Pervasive v10.31.045 Patch Server | [http://files.agencysystems.com/support/Pervasive/PSQL10.31.045-Patch-Server32.msp HTTP Direct]<br />
<br />
Pervasive v10.3 WGE | [http://files.agencysystems.com/support/Pervasive/PSQL10.30-WGE32.exe HTTP Direct]<br />
:Pervasive v10.31.045 Patch WGE | [http://files.agencysystems.com/support/Pervasive/PSQL10.31.045-Patch-WGE32.msp HTTP Direct]<br />
<br />
== Transfer Manager ==<br />
Transfer Manager 4.1.0 | [https://www.dropbox.com/s/yit1asg9f5ppe9v/IVANSTMNET4.1.0.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/IVANSTMNET4.1.0.exe HTTP Direct] | [https://www.ivansinsurance.com/en-us/transfer-manager/ IVANS website]<br />
<br />
Transfer Manager Config 2015 | [https://www.dropbox.com/s/dm6m1sisdrfx5at/tmconfig2015.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/tmconfig2015.exe HTTP Direct]<br />
<br />
Transfer Manager Activity DL | [https://www.dropbox.com/s/h8ylmucd8zhpoou/TM-activitydl.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/TM-activitydl.zip HTTP Direct] | G_fEnableAcordXML=1<br />
<br />
Transfer Manager Claims DL | [http://files.agencysystems.com/support/Transfer%20Manager/TM-claimdl.tmc HTTP Direct] <br />
<br />
==== Transfer Manager Archive ====<br />
Transfer Manager 4.0.1 | [https://www.dropbox.com/s/wwxnjaobvbszlge/IVANSTMNET4.0.1.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/IVANSTMNET4.0.1.exe HTTP Direct] | [https://www.ivansinsurance.com/en-us/transfer-manager/ IVANS website]<br />
<br />
Transfer Manager 3.6.2.0 | [https://www.dropbox.com/sh/x1esuatsivqak5q/AADkrFmSUjGJrPJHMcMSgWG7a?dl=0 Dropbox] | [http://files.agencysystems.com/support/Transfer%20Manager/IVANSTMNET3.6.2.0.exe HTTP Direct]<br />
:Transfer Manager 3.6.2.0 (.net 3.5) | [http://files.agencysystems.com/support/Transfer%20Manager/IVANSTMNET3.6.2.0-F3.5.exe HTTP Direct]<br />
<br />
== Utilities ==<br />
==== FileZilla ====<br />
FileZilla | [http://files.agencysystems.com/support/send/filezilla.zip HTTP Direct]<br />
<br />
==== Change DDF ====<br />
ChangeDDFv1 | [https://www.dropbox.com/s/6f4x9xsk6sj288r/changeddfv1.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Utilities/changeddfv1.exe HTTP Direct]<br />
<br />
==== IE Reg File ====<br />
IE Reg File | [http://files.agencysystems.com/support/send/IE.reg HTTP Direct] | [http://files.agencysystems.com/support/send/IE.zip Zipped]<br />
<br />
==== MID Utility ====<br />
D25 | [http://files.agencysystems.com/support/send/d25.exe EXE HTTP Direct] | [http://files.agencysystems.com/support/send/d25.zip ZIP HTTP Direct]<br />
<br />
==== Miscellaneous Utilities ====<br />
Utility | [http://files.agencysystems.com/support/send/newutil.exe EXE HTTP Direct] | [http://files.agencysystems.com/support/send/newutil.zip ZIP HTTP Direct]<br />
<br />
==== Fileutil 8822 ====<br />
Fileutil 8822 | [http://files.agencysystems.com/support/Utilities/fileutil8822.zip ZIP HTTP Direct]<br />
<br />
==== DB Check ====<br />
DBCheck | [https://www.dropbox.com/s/je6cqodvfjsp9ly/DBCheck.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Utilities/DBCheck.exe HTTP Direct]<br />
:The database checker will read all our data files on an ongoing basis. It first tries to read the file forwards, and then reads it backwards. It outputs all the information to bcheck.log. Once the utility is complete you may then search for the word “error” in the bcheck.log.<br />
<br />
==== Empfiles.ndx ====<br />
Configuration files pre-configured with drive letters for local program files. Backup and replace empfiles.ndx and update '''dserver''' and '''sqlname''' entries. <br />
<br />
ts-ndx-i.zip | [https://www.dropbox.com/s/eqj68qiyzlzw9bw/ts-ndx-i.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-i.zip HTTP Direct]<br />
<br />
ts-ndx-n.zip | [https://www.dropbox.com/s/blze5ccad5dicn9/ts-ndx-n.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-n.zip HTTP Direct]<br />
<br />
ts-ndx-p.zip | [https://www.dropbox.com/s/xbmzz1eys28ma84/ts-ndx-p.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-p.zip HTTP Direct]<br />
<br />
ts-ndx-r.zip | [https://www.dropbox.com/s/x3p0b0v0468ze21/ts-ndx-r.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-r.zip HTTP Direct]<br />
<br />
ts-ndx-s.zip | [https://www.dropbox.com/s/p7uoml9q9r9qr8i/ts-ndx-s.zip?dl=0 Dropbox] | [http://files.agencysystems.com/support/Empfiles.ndx/ts-ndx-s.zip HTTP Direct]<br />
<br />
==== Newton Add-on Reports ====<br />
Newton Add-on Reports (08-11-2019) | [http://files.agencysystems.com/support/Utilities/MiscRpt.exe HTTP Direct]<br />
<br />
==== Newton Toolbox ====<br />
Newton Toolbox (01/10/2020) | [http://files.agencysystems.com/support/Utilities/newtontoolbox.20200110.exe HTTP Direct Self extracting EXE] | [http://files.agencysystems.com/support/Utilities/newtontoolbox.20200110.zip HTTP Direct Zip Archive]<br />
:beginbalances.exe (03/04/2020) | [http://files.agencysystems.com/support/Utilities/beginbalances.exe HTTP Direct]<br />
:copytable.exe<br />
:DataRecovery.exe (7/14/2020) | [http://files.agencysystems.com/support/send/DataRecovery.exe HTTP Direct]<br />
:DBCheck.exe | [http://files.agencysystems.com/support/Utilities/DBCheck.exe HTTP Direct]<br />
:fixjckw.exe | [http://files.agencysystems.com/support/Utilities/fixjckw.exe HTTP Direct]<br />
:grpcsr.exe (11/13/2018) | [http://files.agencysystems.com/support/Utilities/grpcsr.exe HTTP Direct]<br />
:MiscRpt.exe - Newton Add-on Reports (01/10/2020) | [http://files.agencysystems.com/support/Utilities/MiscRpt.exe HTTP Direct]<br />
:misspol.exe | [http://files.agencysystems.com/support/send/misspol.exe EXE HTTP Direct]<br />
:misspol.zip | [http://files.agencysystems.com/support/send/misspol.zip ZIP HTTP Direct]<br />
:NewtonUtilities.exe (01/05/2021) | [http://files.agencysystems.com/support/Utilities/NewtonUtilities.exe HTTP Direct]<br />
:Rebuild95.exe | [http://files.agencysystems.com/support/Utilities/Rebuild95.exe HTTP Direct]<br />
:ReAssign.exe (03/30/21) | [http://files.agencysystems.com/support/Utilities/ReAssign.exe HTTP Direct]<br />
<br />
==== Rebuild 9.5 ====<br />
Rebuild files to 9.5 Format | [https://www.dropbox.com/s/cjo1taa4qzjj3ev/Rebuild95.exe?dl=0 Dropbox] | [http://files.agencysystems.com/support/Utilities/Rebuild95.exe HTTP Direct]<br />
:Before running, change the pervasive engine file format version and restart services.<br />
<br />
==== Shortcut Icon ====<br />
Under certain networking conditions in a workgroup environment, network locations are not always immediately available at login or after a workstation restarts. Since the Agency Systems icon is populated from the network drive, the Agency Systems desktop shortcut may display empty artwork under these conditions.<br />
<br />
Use the steps below to bypass this issue by saving a local version of the Newton icon. Modifying the shortcut requires admin rights unless an Agency Systems shortcut is created on the user desktop instead of the default location, the Public Desktop. <br />
<br />
;Modify the Agency Systems Desktop Shortcut<br />
#Save the icon file below to a folder on the workstation's local hard drive, such as <tt>C:\EmpireLocal\</tt> or <tt>C:\Users\Public\Public Documents\</tt>. (A folder available to all users is recommended.)<br />
#:[http://files.agencysystems.com/support/Utilities/Newton24.ico Newton24.ico] - (Right-click -> Save Link / Target As)<br />
#'''Right-Click''' on the Agency Systems shortcut and select '''Properties'''.<br />
#Select the '''Shortcut''' tab -> '''Change Icon...''' -> '''Browse''' -> Select the saved file -> Select '''Open'''.<br />
#Select '''Ok''' -> '''Ok'''.<br />
#The shortcut will now display the correct icon.</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=AWS_Supported_Printers&diff=6524AWS Supported Printers2021-02-16T14:05:53Z<p>Brutledge: </p>
<hr />
<div>[[Category:AWS]][[Category:WorkSpace]][[Category:Printers]]<br />
<br />
Agency Systems recommends use of a supported printer from AWS. Most printers are support by Amazon's teridaci default driver. However this default driver may in some cases not allow for advanced printing with some printers.<br />
<br />
Below is a list of known fully supported printers inside the AWS environment.<br />
<br />
{| class="wikitable" style="text-align: center;"<br />
|+Recommended Printers for AWS<br />
!Make<br />
!Model<br />
!Price<br />
!Link to Buy<br />
|-<br />
|style="text-align:left;"|HP<br />
|style="text-align:left;"|LaserJet Pro MFP M225dw<br />
|style="text-align:left;"| ~$450<br />
|[https://www.google.com/shopping/product/6820161541213045307?q=hp+laserjet+pro+mfp+m225dw&rlz=1C1GCEU_enUS926US926&sxsrf=ALeKk010E6CT3699bemf7OaRxGx9EjnyVw:1607368813448&biw=1522&bih=613&prds=eto:9814441733368625828_0&sa=X&ved=0ahUKEwjkkIy6y7ztAhUIHqwKHV72Da0QxBUIvAY Buy]<br />
|-<br />
|style="text-align:left;"|HP<br />
|style="text-align:left;"|LaserJet Pro MFP M428fdw/fdn<br />
|style="text-align:left;"| ~$450<br />
|[https://www.google.com/search?q=hp+laserjet+pro+mfp+m428fdw&rlz=1C1GCEU_enUS926US926&sxsrf=ALeKk01DYrhAoehI1Q0jYPQpsDegTmkecQ:1607369206246&source=lnms&tbm=shop&sa=X&ved=2ahUKEwiYib70zLztAhUQ2qwKHSFyC4UQ_AUoAXoECAUQAw&biw=1961&bih=868 Buy]<br />
|-<br />
|style="text-align:left;"|Brother<br />
|style="text-align:left;"|MFC L5850dw<br />
|style="text-align:left;"| ~$350<br />
|[https://www.google.com/search?q=brother+MFC+L5850dw&rlz=1C1GCEU_enUS926US926&sxsrf=ALeKk01TuWo4Q-jqU3mMHz_aDCBZWQ8KPw:1607369378423&source=lnms&tbm=shop&sa=X&ved=2ahUKEwiR8srGzbztAhVFnKwKHW6PD9oQ_AUoAXoECAYQAw&biw=1961&bih=868 Buy]<br />
|-<br />
|style="text-align:left;"|Brother<br />
|style="text-align:left;"|MFC L2717dw<br />
|style="text-align:left;"| ~$199<br />
|[https://www.google.com/search?rlz=1C1GCEU_enUS926US926&biw=1961&bih=868&tbm=shop&sxsrf=ALeKk02rR6omNELyveztaHHDjRl_vRgW5A%3A1607369424411&ei=0ILOX7TMGJHctQWShabYBw&q=brother+MFC+L2717dw&oq=brother+MFC+L2717dw&gs_lcp=Cgtwcm9kdWN0cy1jYxADMgQIIxAnMgQIABAYMgQIABAYMgQIABAYMgQIABAYMgQIABAeMgYIABAeEBgyBggAEB4QGDoGCAAQBxAeOgQIABANOgYIABANEBg6CAgAEA0QHhAYOgUIABDNAlCnTFjfUmDXU2gAcAB4AIABgAGIAdAFkgEDOC4xmAEAoAEBqgEPcHJvZHVjdHMtY2Mtd2l6wAEB&sclient=products-cc&ved=0ahUKEwi09MHczbztAhURbq0KHZKCCXsQ4dUDCAw&uact=5 Buy]<br />
|-<br />
<br />
{| class="wikitable" style="text-align: center;"<br />
|+Recommended Scanners for AWS<br />
!Make<br />
!Model<br />
!Price<br />
!Link to Buy<br />
|-<br />
|style="text-align:left;"|Canon<br />
|style="text-align:left;"|r40<br />
|style="text-align:left;"| ~$250<br />
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<br />
If you have any questions or need help getting these printers setup, please contact Agency Systems Support by Email: Support@agencysystems.com or by Phone: (979) 260-9702.</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=AWS_WorkSpace_Client_Update_Instructions&diff=6523AWS WorkSpace Client Update Instructions2021-02-16T13:57:17Z<p>Brutledge: /* Install The Update To Your AWS WorkSpace Client */</p>
<hr />
<div>[[Category:Installation]][[Category:AWS]][[Category:WorkSpace]]<br />
<br />
== Install The Update To Your AWS WorkSpace Client ==<br />
<br />
When you go to open your AWS WorkSpace Client, you may notice an update to a new version is available!<br />
<br />
You are welcome to read the changes to be fixed / upgraded.<br />
<br />
The next steps are as follows.<br />
#Select '''Install update'''<br />
#:[[File:Ws1.jpg]]<br />
#Select '''Install update, once more'''<br />
#:[[File:Ws2.jpg]]<br />
#Select '''Next'''<br />
#:[[File:Ws3.jpg]]<br />
#Select '''Install just for you (User) > Next'''<br />
#:[[File:Ws4.jpg]]<br />
#Select '''Install'''<br />
#:[[File:Ws5.jpg]]<br />
#Select '''Finish'''<br />
#Congratulations you are all set!</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=AWS_WorkSpace_Client_Update_Instructions&diff=6522AWS WorkSpace Client Update Instructions2021-02-16T13:56:16Z<p>Brutledge: </p>
<hr />
<div>[[Category:Installation]][[Category:AWS]][[Category:WorkSpace]]<br />
<br />
== Install The Update To Your AWS WorkSpace Client ==<br />
<br />
When you go to open your AWS WorkSpace Client, you may notice an update to a new version is available!<br />
<br />
You are welcome to read the changes to be fixed / upgraded.<br />
<br />
The next steps are as follows.<br />
#Select '''Install update'''<br />
#:[[File:Ws1.jpg]]<br />
#Select '''Next'''<br />
#:[[File:Ws2.jpg]]<br />
#Select '''Install just for you (User) > Next'''<br />
#:[[File:Ws3.jpg]]<br />
#Select '''Install'''<br />
#:[[File:Ws4.jpg]]<br />
#Select '''Finish'''<br />
#Congratulations you are all set!</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=AWS_WorkSpace_Client_Update_Instructions&diff=6521AWS WorkSpace Client Update Instructions2021-02-16T13:55:22Z<p>Brutledge: Created page with "Category:InstallationCategory:AWSCategory:WorkSpace == Install The Update To Your AWS WorkSpace Client == When you go to open your AWS WorkSpace Client, you may..."</p>
<hr />
<div>[[Category:Installation]][[Category:AWS]][[Category:WorkSpace]]<br />
<br />
== Install The Update To Your AWS WorkSpace Client ==<br />
<br />
When you go to open your AWS WorkSpace Client, you may notice an update to a new version is available!<br />
<br />
You are welcome to read the changes to be fixed / upgraded.<br />
<br />
The next steps are as follows.<br />
#Select '''Install update'''<br />
#:[[File:Ws1.png]]<br />
#Select '''Next'''<br />
#:[[File:Ws2.png]]<br />
#Select '''Install just for you (User) > Next'''<br />
#:[[File:Ws3.png]]<br />
#Select '''Install'''<br />
#:[[File:Ws4.png]]<br />
#Select '''Finish'''<br />
#Congratulations you are all set!</div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Ws5.jpg&diff=6520File:Ws5.jpg2021-02-16T13:55:14Z<p>Brutledge: </p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Ws4.jpg&diff=6519File:Ws4.jpg2021-02-16T13:55:08Z<p>Brutledge: </p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Ws3.jpg&diff=6518File:Ws3.jpg2021-02-16T13:55:02Z<p>Brutledge: </p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Ws2.jpg&diff=6517File:Ws2.jpg2021-02-16T13:54:54Z<p>Brutledge: </p>
<hr />
<div></div>Brutledgehttp://wiki.agencysystems.com/index.php?title=File:Ws1.jpg&diff=6516File:Ws1.jpg2021-02-16T13:54:40Z<p>Brutledge: </p>
<hr />
<div></div>Brutledge