Difference between revisions of "Policy Keyword Search"

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#REDIRECT [[Client Tab#Policy Keyword Search]]
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[[Category: Training Guides]]
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<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Policy]] Newton User Guide: [[Newton User Guide#Policy|Policy]]</td>
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|March 2017]]</td>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Client_Tab&oldid=4261#Policy_Keyword_Search Click Here]</td>
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<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
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    <td>Related Pages</td>
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<tr>
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<td>
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<ul>
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<li>[[Client Profile]]</li>
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<li>[[Client Tab]]</li>
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<li>[[Main Menu and Tab Navigation]]</li>
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<li>[[Policy Dashboard]]</li>
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<li>[[Policy: Create A Policy]]</li>
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<tr style="background-color: #d3d3d3; text-align: center; ">
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    <td>Related Categories</td>
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<tr>
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<td>
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<ul>
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<li>[[:Category:Training Guides|Training Guides]]</li>
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This page provides an overview of the Policy Keyword Search for Newton by Agency Systems.  The Policy Keyword Search is the primary method for loading clients by policy number, however there are many other ways to load a client tab.
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;A Client Tab is created by using one of the following methods
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*[[Client Keyword Search]]
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*[[#Find a Policy|Policy Keyword Search]]
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*[[Named Insured Keyword Search|Named Insured Keyword Search (GA)]]
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*[[Main Menu and Tab Navigation|Main Menu -> Client -> Add Client Tab]]
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*[[User Dashboard Tab]]: Right-Click -> Open client
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*[[Client: Related Clients (Cross-Reference)|Client Dashboard -> Related Clients]]
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Multiple client tabs can be opened at the same time, similar to tabs in a browser.
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== Before you begin ==
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The Policy Keyword search is accessed from the [[Main Menu and Tab Navigation|Main Menu of Newton]], and creates a [[Client Tab]] automatically.
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[[File:Ic_info_black_24dp.png]] See: [[Main Menu and Tab Navigation]] for more information.
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== Find a Policy ==
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#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Find Policy''' or press '''<Shift + F3>''' to open the Policy Keyword Search.
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#:[[File:Newton-mainmenu-lcrop.png]]
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#Enter the search text and press '''<Enter>''' or select '''Search''' to list any matches.
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#The Policy Keyword Search displays possible matches while the policy number is entered, and can even locate partial policy numbers and close matches.
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#:[[File:Policy-keyword-suggestions.png]]
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#'''Left-Click''' to view additional information for the policy, or press the '''<Up Arrow>''' and '''<Down Arrow>''' to scroll through the list.
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#'''Double-click''' to load the desired result, select '''Load Client''', or press '''<Enter>''' if selected.
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#A [[Client Tab]] will be created for the selected client.
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#:Optionally select '''Load Policy''' to create both the [[Client Tab]] and automatically load the [[Policy Dashboard]].
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#Multiple client tabs can be opened at the same time, similar to tabs in a browser.
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#When a task is completed, select '''Exit''' or the 'X' on the [[Client Tab]] to close the client file.
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== Find a Policy: Client Dashboard ==
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A policy can be found and opened from the [[Client Tab: Client Dashboard|Client Dashboard tab]].  [[Client_Tab#Find_a_Client|Search for and load the client or prospect]], then expand the '''Policies band'''.
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[[File:Ic_info_black_24dp.png]] See: [[Client_Tab:_Client_Dashboard#Policies|Client Dashboard - Policies]] for more information.
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== Find a Policy: Policy & Billing ==
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A policy can also be found directly within the [[Policy & Billing]] screen, however it requires entering the entire policy number.
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#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Accounting''' -> '''Policy & Billing'''.
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#Select '''Policy''' -> '''Find Policy or Quote'''.
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#Enter the entire policy number.
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#:Optionally choose '''Select by''' -> '''Invoice Number''' and enter entire [[Invoice: Create An Invoice|invoice number]] to load a policy by invoice. 
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#Select '''OK'''.
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[[File:Ic_info_black_24dp.png]] See: [[Policy & Billing]] for more information.

Latest revision as of 15:45, 25 March 2019

Ic description black 24dp.png Newton User Guide: Policy
Ic info black 24dp.png Required Software Version: March 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

This page provides an overview of the Policy Keyword Search for Newton by Agency Systems. The Policy Keyword Search is the primary method for loading clients by policy number, however there are many other ways to load a client tab.

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

Multiple client tabs can be opened at the same time, similar to tabs in a browser.

Before you begin

The Policy Keyword search is accessed from the Main Menu of Newton, and creates a Client Tab automatically.

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

Find a Policy

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

Find a Policy: Client Dashboard

A policy can be found and opened from the Client Dashboard tab. Search for and load the client or prospect, then expand the Policies band.

Ic info black 24dp.png See: Client Dashboard - Policies for more information.

Find a Policy: Policy & Billing

A policy can also be found directly within the Policy & Billing screen, however it requires entering the entire policy number.

  1. From the Main Menu, select Accounting -> Policy & Billing.
  2. Select Policy -> Find Policy or Quote.
  3. Enter the entire policy number.
    Optionally choose Select by -> Invoice Number and enter entire invoice number to load a policy by invoice.
  4. Select OK.

Ic info black 24dp.png See: Policy & Billing for more information.

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