Difference between revisions of "Main Page"

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'''Welcome to the Newton by Agency Systems Wiki.'''
 
'''Welcome to the Newton by Agency Systems Wiki.'''
  
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[http://www.agencysystems.com AgencySystems.com] | [http://mynewtoncampus.com MyNewtonCampus.com] | [http://www.facebook.com/pages/Newton-by-Agency-Systems/170910319590056 Facebook.com] | [http://twitter.com/agencysystems Twitter.com] | [http://youtube.com/AgencySystems YouTube.com]
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[https://agencysystems.com AgencySystems.com] | [[Newsletter]] | [https://www.facebook.com/Newton-by-Agency-Systems-170910319590056/ Facebook.com] | [https://twitter.com/agencysystems Twitter.com] | [https://www.youtube.com/user/AgencySystems/playlists YouTube.com]
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[[Newton News Archive]] | [[Newton Release Notes: September 2015|Current Release: September 2015]] | [[:Category: Release Notes|Release Notes Archive]]</div>
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[[Newton Release Notes: Spring 2020]] | [[:Category: Release Notes|Release Notes Archive]]</div>
  
 
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{| style="width:100%; border-spacing:8px; margin:0px;" cellpadding="8";
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| style="width:33%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" |
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[[File:Ic_description_black_48dp.png|link=Newton User Guide]] <span style="font-size:140%;;">[[Newton User Guide]]</span>
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[[File:Ic settings applications black 48dp.png|link=Workstation Installation Instructions]] <span style="font-size:140%;">[[Workstation Installation Instructions|Workstation Installation]]</span>
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| style="width:33%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" |
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[[File:Ic_live_help_black_48dp.png|link=Help:Contents]] <span style="font-size:140%;">[[Help:Contents|Contact Support]]</span>
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|}
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{| style="width:100%; border-spacing:8px; margin:0px;" cellpadding="8"
 
{| style="width:100%; border-spacing:8px; margin:0px;" cellpadding="8"
 
|-
 
|-
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| style="width:100%; background:#f6fafd; border:1px solid #E3EEF7; vertical-align:top;" |
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| style="width:50%; background:#f6fafd; border:1px solid #E3EEF7; vertical-align:top;" |
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<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Sections</h2>
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'''[[Implementation Process Overview|New Agency Implementation Process Overview]]'''
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'''[[Newton User Guide#Installation|Installation]]'''
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'''[[Newton User Guide#Newton Interface Overview|Newton Interface Overview]]'''
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'''[[Newton User Guide#Setup Profiles|Setup Profiles]]'''
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'''[[Newton User Guide#Client|Client]]'''
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'''[[Newton_User_Guide#Policy|Policy]]'''
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'''[[Newton User Guide#Forms|Forms]]'''
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'''[[Newton User Guide#Correspondence|Correspondence (Email, Attachments, Batch Send, Fax, Memos)]]'''
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'''[[Newton User Guide#Suspense|Suspense]]'''
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'''[[Newton_User_Guide#Accounting_-_Invoice.2FBilling|Accounting - Invoice/Billing]]'''
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'''[[Newton User Guide#Other|Accounting (Other Processes and Reports)]]'''
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|-
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| style="width:100%; background:#f6fafd; border:1px solid #E3EEF7; vertical-align:top;" |
  
 
<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Help by Category</h2>
 
<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Help by Category</h2>
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*'''[[Training 6: Accounting|Accounting]]'''
 
*'''[[Training 6: Accounting|Accounting]]'''
 
*:[[:Category:Cash|Cash]]
 
*:[[:Category:Cash|Cash]]
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*::[[Deposit (disambiguation)|Client and Company Deposits]]
 
*:[[:Category:Checks|Checks]]
 
*:[[:Category:Checks|Checks]]
 
*:[[:Category:Invoice|Invoice (Agency Bill or Direct Bill)]] - [[Invoice: Create An Invoice|Create]], [[Invoice: Edit An Invoice|Edit]], [[Invoice: Delete An Invoice|Delete]], and [[Invoice: Adjust An Invoice|Adjust]].  
 
*:[[:Category:Invoice|Invoice (Agency Bill or Direct Bill)]] - [[Invoice: Create An Invoice|Create]], [[Invoice: Edit An Invoice|Edit]], [[Invoice: Delete An Invoice|Delete]], and [[Invoice: Adjust An Invoice|Adjust]].  
 
*:[[:Category:Payables|Payables]]
 
*:[[:Category:Payables|Payables]]
 
*:[[:Category:Receivables|Receivables]]  
 
*:[[:Category:Receivables|Receivables]]  
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*::[[Deposit (disambiguation)|Client and Company Deposits]]
 
 
*:[[Reconcile (disambiguation)|Reconcile]]
 
*:[[Reconcile (disambiguation)|Reconcile]]
 
*'''[[:Category:Attachment|Attachments]]'''
 
*'''[[:Category:Attachment|Attachments]]'''
 
*'''[[:Category:Download|Download]]'''
 
*'''[[:Category:Download|Download]]'''
 
*:[[Daily Process for Policy Downloads]]
 
*:[[Daily Process for Policy Downloads]]
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*:[[Daily_Process_for_Policy_Downloads#Step_3:_Pending_Tab:_Address_Any_Notes_or_Errors|Daily Process: Address Any Notes or Errors]]
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*::[[Daily_Process_for_Policy_Downloads#Step_3:_Pending_Tab:_Address_Any_Notes_or_Errors|Daily Process: Address Any Notes or Errors]]
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*:[[Direct Bill: Commission Statement Processing]]
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*:[[Commission Download]] and [[Commission Builder]]
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*:[[Direct Bill: Commission Notes and Errors]]
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*::[[Direct Bill: Commission Notes and Errors]]
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*:[[XML Activity and Claims Download]]
 
*'''[[:Category:Email|Email]]'''
 
*'''[[:Category:Email|Email]]'''
 
*'''[[:Category:Forms|Forms]]'''
 
*'''[[:Category:Forms|Forms]]'''
 
*'''[[:Category: Marketing|Marketing]]'''
 
*'''[[:Category: Marketing|Marketing]]'''
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*:[[:Category:Memo Writer|Memo Writer]]
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*:[[:Category:Memowriter|Memowriter]]
 
*'''[[:Category:Policy Tasks|Policy Tasks]]'''
 
*'''[[:Category:Policy Tasks|Policy Tasks]]'''
 
*'''[[:Category:Profiles|Profile Setup (Agency, Users, General Ledger)]]'''
 
*'''[[:Category:Profiles|Profile Setup (Agency, Users, General Ledger)]]'''
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*:[[Automatic Reports]]
 
*:[[Automatic Reports]]
 
*:[[:Category:Client Query Wizard|Client Query Wizard]]
 
*:[[:Category:Client Query Wizard|Client Query Wizard]]
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*:[[:Category:Month-End|Month-End]]
 
 
*:[[Premium Volume (disambiguation)|Premium Volume]]
 
*:[[Premium Volume (disambiguation)|Premium Volume]]
 
*'''[[:Category:Technical|Technical References]]'''
 
*'''[[:Category:Technical|Technical References]]'''
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*:[[Workstation Installation Instructions]]
 
*:[[Workstation Installation Instructions]]
 
*'''[[:Category:Third-Party Integration|Third Party Integration]]'''
 
*'''[[:Category:Third-Party Integration|Third Party Integration]]'''
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| style="width:50%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" |
 
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<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Training Guides</h2>
 
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'''[[Implementation Process Overview|New Agency Implementation Process Overview]]'''
 
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*'''[[Training 1: Newton Interface Overview]]'''
 
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*:[[Client Tab]]
 
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*::[[Client Keyword Search]]
 
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*::[[Policy Keyword Search]]
 
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*:[[Policy Express]]
 
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*:[[Dashboard Tab (User)]]
 
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*:[[Company Tab]]
 
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*:[[Vendor Tab]]
 
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*:[[Management Tab]]
 
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*'''[[Training 2: Setting Up Your Agency]]'''
 
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*'''[[Training 3: Entering Policy Information]]'''
 
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*'''[[Training 4: ACORD Forms]]'''
 
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*'''[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]'''
 
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*'''[[Training 6: Accounting]]'''
 
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*'''[[Training 7: Management]]'''
 
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'''[[Special:Categories|Click Here: View All Wiki Categories]]'''
 
 
|}
 
|}

Latest revision as of 16:24, 14 August 2020

Welcome to the Newton by Agency Systems Wiki.

AgencySystems.com | Newsletter | Facebook.com | Twitter.com | YouTube.com

Newton Release Notes: Spring 2020 | Release Notes Archive

Ic description black 48dp.png Newton User Guide

Ic settings applications black 48dp.png Workstation Installation

Ic live help black 48dp.png Contact Support

Sections

New Agency Implementation Process Overview

Installation

Newton Interface Overview

Setup Profiles

Client

Policy

Forms

Correspondence (Email, Attachments, Batch Send, Fax, Memos)

Suspense

Accounting - Invoice/Billing

Accounting (Other Processes and Reports)

Help by Category

////////// Click Here: View All Wiki Categories \\\\\\\\\\

Retrieved from "http://wiki.agencysystems.com/index.php?title=Main_Page&oldid=6403"