Difference between revisions of "Client Tab"

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<tr>
 
<tr>
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     <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|June 2015]]</td>
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     <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Client]] Newton User Guide: [[Newton User Guide#Client|Client]]</td>
 
</tr>
 
</tr>
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<tr>
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|March 2017]]</td>
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</tr>
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<tr>
 +
    <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>
 +
</tr>
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<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
     <td>Related Pages</td>
 
     <td>Related Pages</td>
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</tr>
 
 
<tr>  
 
<tr>  
 
<td>
 
<td>
 
<ul>
 
<ul>
 
<li>[[Client Profile]]</li>
 
<li>[[Client Profile]]</li>
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<li>[[Training 1: Newton Interface Overview]]</li>
+
<li>[[Client Tab: Client Dashboard]]</li>
 +
<li>[[Client Tab: Download]]</li>
 +
<li>[[Main Menu and Tab Navigation]]</li>
 
</ul>
 
</ul>
 
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{{#ev:youtube|uCwa0c_28B8|300|right|Part 2: Client Tabs}}
+
This page provides an overview of the Client Tab that displays when a customer is loaded from the [[User Dashboard Tab]], or through the [[Client Keyword Search]], [[Policy Keyword Search]], or [[Named Insured Keyword Search]].
−
The [[Dashboard Tab (User)]], Client Tab, [[Company Tab]], [[Vendor Tab]], [[Management Tab]] and [[Policy Express]] are the primary dashboards within Agency Systems.  
 
  
−
The client tab contains a [[#Client Tab: Toolbar|top toolbar of global client options]], 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: Dashboard|Client Dashboard]], [[#Client Tab: Accounting|Accounting]], Forms, Download, History, and Invoices.
+
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.
  
−
[[File:Clientbasic-topsummary.png]]
 
  
 
== Find a Client ==
 
== Find a Client ==
−
'''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: Summary Panel - Select a Client|current tab can be switched to a new client profile]], or the client tab can be closed entirely.
+
;A Client Tab is created by using one of the following methods
−
 
 
−
'''A Client Tab is created by using one of the following methods'''
 
 
*[[#Client Keyword Search|Client Keyword Search]].
 
*[[#Client Keyword Search|Client Keyword Search]].
 
*[[#Policy Keyword Search|Policy Keyword Search]].
 
*[[#Policy Keyword Search|Policy Keyword Search]].
−
*Named Insured Keyword Search (GA).
+
*[[#Named Insured Keyword Search|Named Insured Keyword Search (GA)]].
−
*Add Tab -> Client.
+
*[[#Find a Client by Number|Client -> Add Tab]].
 
*[[Dashboard Tab (User)]]: Right-Click -> Open client.
 
*[[Dashboard Tab (User)]]: Right-Click -> Open client.
−
*Client Dashboard -> Related Clients
+
*[[#Related Clients|Client Dashboard -> Related Clients]].
  
−
=== Client Keyword Search ===
+
'''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.
−
{{#ev:youtube|3KBw08uBVu8|300|right|Client Keyword Search}}
 
  
−
Click the Search button to search for a client. Client search allows you to find clients by:
+
[[File:clienttab-full.png]]
−
*Name
 
−
*Address
 
−
*Phone number
 
−
*E-mail address
 
  
−
A drop-down box displays suggested matches as you type. You can exclude inactive clients. The search includes client contacts as well as drivers.
+
=== Client Keyword Search ===
−
 
+
[[File:Ic_info_black_24dp.png]] See: [[Client Keyword Search]] for more information.
−
Client 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.
+
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Find Client''' or press '''<F3>''' to open the Client Keyword Search.  
−
 
+
#:[[File:Newton-mainmenu-lcrop.png]]
−
Client search will locate common aliases, such as Bob or Robert, and abbreviations such as first or 1st.
+
#Enter the search text and press '''<Enter>''' or select '''Search''' to list any matches.
−
 
+
#'''Left-Click''' to view additional information for the client, or press the '''<Up Arrow>''' and '''<Down Arrow>''' to scroll through the list.  
−
[[File:Client-keyword.gif]]
+
#Double-click to load the desired result, or press '''<Enter>''' if selected.
 +
#A [[Client Tab]] will be created for the selected client.
 +
#Multiple client tabs can be opened at the same time, similar to tabs in a browser.
 +
#When a task is completed, select '''Exit''' or the 'X' on the [[Client Tab]] to close the client file.
  
 
=== Policy Keyword Search ===
 
=== Policy Keyword Search ===
−
{{#ev:youtube|2SNA8JpjWsg|300|right|Enhanced Policy Keyword Search}}
+
[[File:Ic_info_black_24dp.png]] See: [[Policy Keyword Search]] for more information.
−
You can also search for clients by policy number. Like the client search, the policy-number search displays possible matches while you type and can even locate partial policy numbers and close matches.
+
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Find Policy''' or press '''<Shift + F3>''' to open the Policy Keyword Search.
−
 
+
#:[[File:Newton-mainmenu-lcrop.png]]
−
[[File:training1-polkeyword.png]]
+
#Enter the search text and press '''<Enter>''' or select '''Search''' to list any matches.
−
 
+
#The Policy Keyword Search displays possible matches while the policy number is entered, and can even locate partial policy numbers and close matches.
−
== Navigation ==
+
#:[[File:Policy-keyword-suggestions.png]]
−
=== Client Tab: Toolbar ===
+
#'''Left-Click''' to view additional information for the policy, or press the '''<Up Arrow>''' and '''<Down Arrow>''' to scroll through the list.
−
The client toolbar is always available for each of the client sub-tabs.  
+
#'''Double-click''' to load the desired result, select '''Load Client''', or press '''<Enter>''' if selected.
−
 
+
#A [[Client Tab]] will be created for the selected client.
−
[[File:Clientbasic-toptoolbar.png]]
+
#:Optionally select '''Load Policy''' to create both the [[Client Tab]] and automatically load the [[Policy Dashboard]].
 +
#Multiple client tabs can be opened at the same time, similar to tabs in a browser.
 +
#When a task is completed, select '''Exit''' or the 'X' on the [[Client Tab]] to close the client file.
  
−
*'''Profile:''' Edit the client profile for the current client. Select the drop down to create a new client.
+
=== Named Insured Keyword Search ===
−
*'''Add Tab:''' Create an additional Client, [[Company Tab|Company]], or [[Vendor Tab|Vendor]] tab.
+
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.
−
*'''Client:''' Perform a [[#Client Keyword Search|Client Keyword Search]].  The resulting client will replace the current tab with the new client details. Select the drop down to create a new client.
 
−
*'''Policy:''' Perform a [[#Policy Keyword Search|Policy Keyword Search]].  The resulting client will replace the current tab with the new client details.
 
−
*'''Insured:''' Perform a Named Insured Keyword Search.  The resulting client will replace the current tab with the new client details.  The Named Insured filter will be applied to the Diary, Submissions, Policies, and Attachment bands.  This button is only visible if the agency type is a GA, or if the [[Preferences#User Options|option to show the insured search is enabled]].
 
−
*'''Filter:''' Displays the filter toolbar on the Client Dashboard to enter an activity search string.  The activity search will filter the Activity, Emails, and Attachments bands on the [[#Client Tab: Dashboard|client dashboard]].  When the activity filter is applied, the band names will include the search string.
 
−
*:[[File:Clientbasic-toolbar-filter.png]]
 
−
*'''Clear:''' Removes any filters, and refreshes the client with the default values.
 
−
*'''Refresh:''' Refreshes the currently selected client tab, without removing any applied filters.
 
−
*'''Other:''' Provides access to the [[DYMO_Printer_Integration|DYMO Printer integration]], a map to the client address, [[Stamps.com_Integration|Stamps.com integration]], a link for the client website, or a pop up window for client contacts.
 
−
*:[[File:Clientbasic-toptoolbar-other.png]]
 
−
*'''Reports:''' Provides a subset of client-specific reports for easy access.
 
−
*'''Wiki:''' Opens the help documentation on the Newton Wiki for the client tab.
 
−
*'''Pop Out:''' [[#Client_Tab:_View_Client_as_Window|Opens the client tab as a window]] and renames the button to '''"Dock"'''.  Select again to reload the client window as a client tab.
 
−
*'''Hide:''' Collapses the [[#Client Tab: Summary Panel|client summary panel]] from view and renames the button to '''"Show"'''.  Select again to expand the summary panel.
 
−
*:[[File:Clientbasic-toptoolbar-hide.png]]
 
−
*:[[File:Clientbasic-toptoolbar-hide-applied.png]]
 
−
*'''Exit:''' Closes the client tab.
 
  
−
=== Client Tab: Summary Panel ===
+
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.
−
The client summary panel is below the client toolbar.  The summary panel includes the client selection drop-down box, and client details.  
 
  
−
[[File:Clientbasic-summarypanel.png]]
+
When a search term is entered, the Named Insured Keyword Search automatically includes matches for a number of fields, such as the phone number.  
  
−
The client details include the following:
+
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Find Insured''' or press '''<CTRL + F3>''' to open the Named INsured Keyword Search.  
−
*Client name and number.
+
#:[[File:Newton-mainmenu-lcrop.png]]
−
*Client DBA name.
+
#Enter the search text and press '''<Enter>''' or select '''Search''' to list any matches.
−
*Client phone and fax for commercial lines, or phone1 and phone2 for personal lines.  
+
#'''Left-Click''' to view additional information for the insured, or press the '''<Up Arrow>''' and '''<Down Arrow>''' to scroll through the list.  
−
*Client Type of Regular Personal, Regular Commercial, or Broker Billed and if the client status is a Prospect.  
+
#:[[File:Insured-keyword.png]]
−
*Client Address.
+
#Double-click to load the desired result, or press '''<Enter>''' if selected.  
−
*Client Producer, Sub Producer and CSR, including both the code and profile name for each.
+
#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]].
−
*Client User Code 1-3 ,Territory, and Source of Business, including both the code and profile name for each.  
+
#Multiple client tabs can be opened at the same time, similar to tabs in a browser.
−
*Client website address.  
+
#When a task is completed, select '''Exit''' or the 'X' on the [[Client Tab]] to close the client file.
−
*My Insurance Dashboard enrollment status (if enabled).  
 
  
−
==== Client Tab: Summary Panel - Select a Client ====
+
=== Find a Client by Number ===
−
The client drop list provides a quick search feature which automatically searches client names for partial or complete matches.   
+
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.   
  
−
'''Example:''' Enter a portion of the client’s name, '''“kick”'''.  Three results are displayed in the drop-list, which is automatically updated after each additional character. Scroll through the items by using the arrow keys to view the complete name and address information.  After the correct client is highlighted, press '''<enter>''' to load the full client dashboard.
+
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.
−
:[[File:Clientbasic-search-kick.png]]
 
  
 +
[[File:Clienttab-summarypanel-inactive.png]]
  
−
If the quick search drop list does not find a match, the advanced keyword search options are available from the [[#Client Tab: Toolbar|client toolbar]].  The [[#Client Keyword Search|Client Keyword Search]] includes results for additional data fields such as client DBA, contacts, phone numbers, or drivers.
+
== Create a Client ==
 +
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.
  
−
In addition, the client profile can be loaded by entering the client number in the drop-down field, and pressing '''<Enter>''' or '''<TAB>''' when finished.  By default, inactive clients are not included in the drop-down list.  To load an inactive client by number, first select the "'''Include Inactive Clients'''" check box, or use the [[#Client Keyword Search|Client Keyword Search]].
+
[[File:Ic_info_black_24dp.png]] For more information, see: [[Client Profile]].
−
:[[File:Clientbasic-summarypanel-includeinactive.png]]
 
  
 +
== Client Tab Interface ==
 +
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.
  
−
To step through the previous or next client, left-click in the client number field, and use the up and down arrow keys on your keyboard.
+
The main menu is not specific to the Client Tab, displayed at the top of the Newton window.
  
−
=== Client Tab: View Client as Window ===
+
[[File:Newton-mainmenu.png]]
−
Client, [[Policy Express|Policy]], [[Diary]], [[Company Tab|Company]] and [[Vendor Tab|Vendor]] tabs can a be viewed as a window on-the-fly.
 
  
−
Within the top toolbar, select '''Pop Out''' to detach the tab, and display the tab as a window.
+
[[File:Ic_info_black_24dp.png]] See: [[Main Menu and Tab Navigation]] for more information.
−
:[[File:Clientbasic-toptoolbar-popout.png]]
 
  
−
Select '''Dock''' within the toolbar to return the item as a full screen tab.
+
=== Client Tab: Summary Panel ===
−
:[[File:Clientbasic-toptoolbar-dock.png]]
+
The client summary panel is below the main menu.  The summary panel includes the client selection drop-down box, and client details.  
  
−
== Client Tab: Create a Client ==
+
[[File:Clienttab-summarypanel.png]]
−
To enter a [[Client Profile|new client or prospect]] into Newton, you should always search existing clients first to avoid creating duplicates. Remember to include inactive clients.
+
;Client Details
−
Click New Client. Enter the client’s name and address. Enter the zip code and Newton will fill in the city and state.
+
*Client name and number.
 +
*Client DBA name.
 +
*Client phone and fax for commercial lines, or phone1 and phone2 for personal lines.
 +
*Client Address.
 +
*Client [[Producer Profile|Producer, Sub Producer and CSR]], including both the code and profile name for each.
 +
*[[MyInsuranceDashboard.com Integration|My Insurance Dashboard]] enrollment status.  
 +
*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]].
 +
*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.  
  
−
Select commercial or personal lines. You can also select '''Broker-Billed''' type for outside agents who write through your agency. This does not restrict the type of policies and forms the client can have. It is strictly for your information. If you select commercial, “Home” and “Work” numbers change to “Phone” and “Fax.”
 
  
−
Specify the default producer and CSR for this client. It is important to specify the producer because when you add an invoice for this client, this is the default who will receive producer commission unless you change it on the invoice.
+
[[File:Clienttab-summarypanel-icons.png]]
  
−
Click '''Save''' to record your changes.
+
;Action Icons
 +
*'''Edit''': Edit Client - Edits the current [[Client Profile]].
 +
*'''Contact Card''': Contact List - Lists contacts for the [[Client Profile|current client]] in a window.
 +
*'''Globe''': View Website - Opens the [[Client Profile|customer website]] in a browser.
 +
*'''Printer''': Dymo - Send [[Client Profile|customer address]] to a [[DYMO Printer Integration|Dymo label printer]].
 +
*'''Street Sign''': View Map - Opens a map to the [[Client Profile|customer address]] in a browser.
 +
*'''House''': Reload Tab - Clears any filters and sub-tabs and reloads the current client tab.
 +
*'''Up Arrow''': Pop Out Tab - Opens the current tab as a window.  Select again to reload the client window as a client tab.
 +
*'''Exit''': Exit Tab - Closes the current tab.  
  
−
[[File:training1-createclient.png]]
+
== Client Tab: Client Dashboard ==
 +
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]].
  
−
==== Details Tab ====
+
[[File:Clienttab-dashboard-toolbar.png]]
−
On the Details tab you can choose:
 
−
*Prospect or client
 
−
*Active status
 
−
*Website
 
−
*User defined fields
 
  
−
You can set up User defined fields under the Profiles menu, and use them later for reports.
 
  
−
[[File:training1-createclient-details.png]]
+
[[File:Ic_info_black_24dp.png]] For more information, see: [[Client Tab: Client Dashboard]].
  
−
==== Contacts Tab ====
+
== Client Tab: Accounting ==
−
Select the Contacts tab and click '''Add''' to add a contact. You can set contact-specific phone and extension, and add an e-mail address. Remember that client search can be used with e-mail addresses, so this is useful for pulling up a contact when you receive an e-mail from them. Enter a contact’s date of birth to use for reports, such as birthday mailings and age-group-targeted marketing. Select '''Primary''' to mark this as the primary contact, or '''Accounting''' to mark them as the accounting contact. These two will appear first in the list of contacts on the client’s Basic tab.
 
−
 
 
−
[[File:training1-createclient-contact.png]]
 
−
 
 
−
== Client Tab: Dashboard ==
 
−
When you [[#Find a Client|search for and load a client]], the client’s dashboard is located below the [[Client Tab: Summary Panel|Summary Panel]].
 
−
 
 
−
=== Client Notes ===
 
−
Client notes are used for permanent notes about a client. Highlighted client notes will show up by default. '''Click for more notes''' to see notes that aren’t highlighted.
 
−
 
 
−
Click '''Create Note''' to add a client note. You can choose whether to highlight your note. The text you enter is permanent, and can’t be changed once you save. You _can_ highlight and un-highlight it. Check '''Popup Notice''' only for showstopper items. It will pop up a window every time anyone loads the client.
 
−
 
 
−
Client notes aren’t indexed for searching, so they’re useful for things you would want to remember about a client but wouldn’t necessarily search for.
 
−
 
 
−
[[File:training1-basictab-notes.png]]
 
−
 
 
−
=== Diaries ===
 
−
Diaries, as discussed in the Dashboard overview, are simple follow-up or to-do items. Click a Diary to open it. Click in any of the fields to change or add information or modify the designee. When you update a Diary, don’t forget to update the suspense date to show it is up-to-date. You can also suspend items to future dates for later follow-up.
 
−
 
 
−
You can create a client Diary from the [[#Client Tab: Dashboard|Client Dashboard]] You can also create a Diary that is attached to a policy from [[Policy Express]].
 
−
 
 
−
[[File:training1-basictab-diary.png]]
 
−
==== Activity ====
 
−
{{#ev:youtube|wIhsskzoYUU|300|right|Activity - Automatic and Permanent}}
 
−
Activity shows recent activity on this client. You can hover or click on an item to read more information. You can right-click to choose whether to show only correspondence, notes, or all items. Click Activity Search to search all activity items for a word or phrase. Use the Activity search to easily find e-mails, attachments, updates to suspense items, and more.
 
−
 
 
−
Click '''Clear''' to clear the search filter.
 
−
 
 
−
[[File:training1-basictab-activity.png]]
 
−
 
 
−
==== Submissions ====
 
−
Click the plus sign next to '''Active Submissions''' to see Submissions.
 
−
 
 
−
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 you to attach company-specific applications, loss runs, renewal apps, et cetera to a quote or policy. Comments you add to a submission are permanent, and cannot be changed or erased, and all changes to description, suspense dates, etc. are recorded in activity.
 
−
 
 
−
[[File:training1-basictab-submissions.png]]
 
−
 
 
−
We’ll look further into Submissions in later training sessions.
 
−
==== Active Policies ====
 
−
Next you can see Active Policies—any policy or quote with an expiration date of today, or future day is displayed. Quotes appear in green, cancelled policies still in force display in red. You can click a policy to open the [[Policy Express]] window.  The premium and invoice totals of all the policies are shown here.  Selecting the Premium, Invoiced, or Est Annual Prem amount for any policy record will open [[Express Billing]].
 
−
 
 
−
[[File:training1-basictab-activepolicies.png]]
 
−
 
 
−
[[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.
 
−
 
 
−
[[File:Releasenotes-basic-policyhover.png]]
 
−
 
 
−
The details band can be expanded by selecting the (+) at the beginning of each policy record.  Additional Right-Click menu options are also available.
 
−
 
 
−
[[File:releasenotes-basic-policy.png]]
 
−
 
 
−
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.
 
−
 
 
−
[[File:releasenotes-basic-policytotalshover.png]]
 
−
 
 
−
Recently Expired Policies are listed below the last record with a details band for each.  Expired quotes are not listed.  ''(For policies expired more than three years, see the bottom policy tab.)''
 
−
 
 
−
[[File:releasenotes-basic-policyexpired.png]]
 
−
 
 
−
==== Policy Express ====
 
−
Select a policy number from the [[Client Tab]] to open the [[Policy Express]] window.  Policy Express is the policy dashboard central to viewing and updating anything associated with a policy including [[:Category:Policy Tasks|common tasks such as renewals and endorsements]].
 
  
−
For more information, see [[Training 3: Entering Policy Information]] and [[Policy Express]].  
+
See [[Newton_Release_Notes:_September_2015#Client_Tab:_Accounting|Newton Release Notes: Client Tab - Accounting]].
  
−
:[[File:Polexp-dashboard.png]]
+
== Client Tab: Forms ==
  
−
==== Claims ====
+
[[File:Ic_info_black_24dp.png]] See [[Forms]] for more information.
−
Click the plus sign next to Active Claims to see Claims. To create a claim, open a policy and create the claim from [[Policy Express]].
 
  
−
[[File:training1-basictab-claims.png]]
+
== Client Tab: Download ==
−
==== Drivers, Equipment, Vehicles, and Properties ====
+
After [[#Find a Client|searching for and loading a client]], select the '''Download''' tab displayed below the [[#Client Tab: Summary Panel|Summary Panel]].  
−
One reason it is so easy to create and manage forms in Newton is that information like Drivers, Vehicles, and Properties are stored into schedules that can be imported into any form. These schedules are automatically created by download, or you can add and update them by hand. Thus the information is entered only once, rather than being retyped into every applicable form, and can easily be seen from the client’s Basic screen.
 
  
−
[[File:training1-basictab-schedules.png]]
+
[[File:Client-download-toolbar.png]]
−
==== Memos ====
 
−
For additional details, see: [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]].
 
  
−
Memos are word-processing documents. They can range from expiration notices to marketing campaigns. You will set up your library of memo templates later in training.
+
[[File:Ic_info_black_24dp.png]] For more information, see: [[Client Tab: Download]]
  
−
[[File:training1-basictab-memos.png]]
+
== Frequently Asked Questions (FAQ) ==
−
 
+
*[[Client_Profile#How_do_I_recover_a_deleted_client.3F|How do I recover a deleted client?]]
−
==== Emails ====
+
*[[Client_Profile#How_do_I_export_client_addresses_for_Christmas_cards.3F|How do I export client addresses for Christmas cards?]]
−
For additional details, see: [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]].
+
*[[Client_Profile#How_do_I_correct_the_county_for_a_client.3F|How do I correct the county for a client?]]
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+
*[[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?]]
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Click '''Emails''' to show e-mails you have sent to the client. '''Click to show all Emails''' to show e-mails you have attached to the client by dragging and dropping them from Outlook. To attach an e-mail to a client, drag and drop it from Outlook first onto your desktop, then onto the client’s Basic tab. To attach an e-mail to a policy, drag and drop it onto the Policy Express window.
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*[[Client_Profile#How_do_I_delete_a_duplicate_client.3F|How do I delete a duplicate client?]]
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[[File:training1-basictab-emails.png]]
 
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==== Attachments ====
 
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For additional details, see: [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]].
 
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Click the plus sign next to '''Attachments''' to see attachments to the client and policies. Click '''Add Attachment''' to add an attachment from your computer or scan an image. Or, like an e-mail, just drag and drop a file or photo et cetera from your computer, onto a client’s Basic tab to attach to a client; or to attach to a policy, drag and drop a file onto the [[Policy Express]] window.
 
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[[File:training1-basictab-attach.png]]
 
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== Client Tab: Accounting ==
 

Latest revision as of 19:25, 19 July 2021

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

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


Find a Client

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

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

Clienttab-full.png

Client Keyword Search

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

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

Policy Keyword Search

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

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

Named Insured Keyword Search

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

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

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

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

Find a Client by Number

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

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

Clienttab-summarypanel-inactive.png

Create a Client

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

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

Client Tab Interface

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

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

Newton-mainmenu.png

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

Client Tab: Summary Panel

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

Clienttab-summarypanel.png

Client Details


Clienttab-summarypanel-icons.png

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

Client Tab: Client Dashboard

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

Clienttab-dashboard-toolbar.png


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

Client Tab: Accounting

See Newton Release Notes: Client Tab - Accounting.

Client Tab: Forms

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

Client Tab: Download

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

Client-download-toolbar.png

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

Frequently Asked Questions (FAQ)

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