Preferences

Required Software Version: June 2015

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Make Text and Other Items Larger or Smaller Training 1: Newton Interface Overview

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Profiles

A number of options and preferences are available within Newton, many available to individual operators.

Select Other -> Preferences to access the user options menu. (This option was previously displayed as Other -> Client Explorer Options)

Account History

The account history tab is the first tab displayed. The settings control the default options for the client account tab. Each of the options are available per operator.

Select the options to Include zero balances or Include zero payments by default.

Note: There is no checkbox for including zeroed couplets; zeroed couplets are hidden if either zero balances or zero payments are hidden.

In addition, a Bucket Days option can be set to modify the different client aging buckets from the system default of 30 days.

Activity Listing

Each of the options are available per operator.

The Activity Listing tab is a set of options to control which activity types display by default in the following areas:

• Dashboard -> Activity Band
• Client Basic Tab -> Activity Band
• Policy Express -> Activity Band

The default filters can be changed on-the-fly through the right-click menu.

User Options

Each of the options are available per operator.

Client Dashboard Bands

Default band settings are available for the Client Dashboard. Selected types will automatically expand when the Client Dashboard is loaded.

An option to control the exit window controls and Exit buttons on Client, Company, Vendor, Policy, and Diary tabs is also available.

Dashboard Sort Options

The user sort options apply to multiple dashboards, such as the User Dashboard and Client Dashboard.

Band Font Size

Usability Options For Agency Systems

Select Band font size to increase the font used by the information bands on the Dashboard Tab (User), Client Basic Tab, Management Tab, Company Tab, and more.

Memo Font Size

In addition to the existing Band font size option, a second font setting is available for each user.

The Memo Font Size value controls the text size for the following:

• Activity Log -> Entry
• Activity Log -> View
• Client Notes
• Company Notes
• Diary -> Comment Field
• Policy Express -> Policy Summary Panel (right)
• Policy Express -> Preview Pane and Policy Bulletin (bottom)
• Submission -> Comment Field
• User Dashboard -> Preview Pane

Select Other -> Preferences -> User Options. Select the Memo Font Size drop-down and choose the desired size. Select Ok, and the option will be immediately set.

Tabbed or Window Modes

Both the Policy Express and the Diary screens are available as either a full screen top tab, or as a classic pop up window.

Select Other -> Preferences -> User Options. Select either the Policy Express or Diary screen drop-downs and choose the Tabbed or Windows. Select Ok, and restart Newton.

Refresh On Exit: When a tabbed version of either Policy Express or a Diary are closed, the return tab will be automatically refreshed.

Dashboard Color

By default, the dashboard background for all tabs is white. The background can be changed by using the instructions below.

1. Select Other -> Preferences. Select the User Options tab.
2. Select Set Dashboard Color.
3. Left-click the drop down to select the bottom option.

   

4. Select one of the custom colors (Recommended), or create your own. Select OK.

   

5. Select Save, then restart Agency Systems.

Cash Options

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.

• Check Show Signature On Receipt to enable the cash receipt signature
• Un-Check Show Policy Details on Regular and Transmittal Receipts to disable including policy details on regular cash receipts.
• Enter any desired text to be printed on every cash receipt. (Line-breaks are not currently supported)

All cash options were introduced in the March 2014 release of Newton.

Email Options

Each of the options are available per operator.

All email options were introduced in the March 2014 release of Newton.