Difference between revisions of "Client Tab"

	Newton User Guide: Client
	Required Software Version: March 2017
	Legacy Instructions Available: Click Here
	Related Pages
	Client Profile; Client Tab: Client Dashboard; Client Tab: Download; Main Menu and Tab Navigation;
	Related Categories
	Training Guides;

Latest revision as of 19:25, 19 July 2021

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

Client Keyword Search.
Policy Keyword Search.
Named Insured Keyword Search (GA).
Client -> Add Tab.
Dashboard Tab (User): Right-Click -> Open client.
Client Dashboard -> Related Clients.

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.

Client Keyword Search

See: Client Keyword Search for more information.

From the Main Menu, select Find Client or press <F3> to open the Client Keyword Search.
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.
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

See: Policy Keyword Search for more information.

From the Main Menu, select Find Policy or press <Shift + F3> to open the Policy Keyword Search.
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.
Left-Click to view additional information for the policy, or press the <Up Arrow> and <Down Arrow> to scroll through the list.
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.
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.

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.

From the Main Menu, select Find Insured or press <CTRL + F3> to open the Named INsured Keyword Search.
Enter the search text and press <Enter> or select Search to list any matches.
Left-Click to view additional information for the insured, or press the <Up Arrow> and <Down Arrow> to scroll through the list.
Double-click to load the desired result, or press <Enter> if selected.
A Client Tab will be created for the selected insured, and the insured filter automatically applied to a number data sections.
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.

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.

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.

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.

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.

Client Details

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, Sub Producer and CSR, including both the code and profile name for each.
My Insurance Dashboard enrollment status.
Client Type of Regular Personal, Regular Commercial, or Broker Billed and if the client status is a Prospect.
Client User Code 1-3 ,Territory, and Source of Business, including both the code and profile name for each.

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.

For more information, see: Client Tab: Client Dashboard.

Client Tab: Accounting

See Newton Release Notes: Client Tab - Accounting.

Client Tab: Forms

See Forms for more information.

Client Tab: Download

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

For more information, see: Client Tab: Download

Frequently Asked Questions (FAQ)

Difference between revisions of "Client Tab"

Latest revision as of 19:25, 19 July 2021

Contents

Find a Client

Client Keyword Search

Policy Keyword Search

Named Insured Keyword Search

Find a Client by Number

Create a Client

Client Tab Interface

Client Tab: Summary Panel

Client Tab: Client Dashboard

Client Tab: Accounting

Client Tab: Forms

Client Tab: Download

Frequently Asked Questions (FAQ)

Navigation menu

Personal tools

Namespaces

Variants

Views

More

Search

Navigation

Tools

@@ Line 2: / Line 2: @@
 <table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 <tr>
-     <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|September 2015]]</td>
+     <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Client]] Newton User Guide: [[Newton User Guide#Client|Client]]</td>
 </tr>
+<tr>
+    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|March 2017]]</td>
+</tr>
+<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>
 <tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
      <td>Related Pages</td>
-</tr>
 <tr>
 <td>
 <ul>
 <li>[[Client Profile]]</li>
-<li>[[Training 1: Newton Interface Overview]]</li>
+<li>[[Client Tab: Client Dashboard]]</li>
-<li>[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]</li>
+<li>[[Client Tab: Download]]</li>
+<li>[[Main Menu and Tab Navigation]]</li>
 </ul>
 </td>
@@ Line 27: / Line 34: @@
 </tr>
 </table>
-The [[Dashboard Tab (User)]], Client Tab, [[Company Tab]], [[Vendor Tab]], [[Management Tab]] and [[Policy Express]] are the primary dashboards within Agency Systems.
+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 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, [[#Client Tab: Download|Download]], History, and Invoices.
-[[File:Clientbasic-topsummary.png]]
+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.
-== Frequently Asked Questions (FAQ) ==
-*[[Talk:Client_Profile#How_do_I_recover_a_deleted_client.3F|How do I recover a deleted client?]]
-*[[Talk:Client_Profile#How_do_I_export_client_addresses_for_Christmas_cards.3F|How do I export client addresses for Christmas cards?]]
-*[[Talk:Client_Profile#How_do_I_correct_the_county_for_a_client.3F|How do I correct the county for a client?]]
-*[[Talk:Client_Profile#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?]]
-*[[Talk:Client_Profile#How_do_I_delete_a_duplicate_client.3F|How do I delete a duplicate 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]].
 *[[#Policy Keyword Search|Policy Keyword Search]].
 *[[#Named Insured Keyword Search|Named Insured Keyword Search (GA)]].
-*[[#Client Tab: Toolbar|Add Tab -> Client]].
+*[[#Find a Client by Number|Client -> Add Tab]].
 *[[Dashboard Tab (User)]]: Right-Click -> Open client.
 *[[#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 Keyword Search allows the operator to find clients by: ''(Search is available from [[Training_1:_Newton_Interface_Overview#Navigation|any of the primary tabs]]).
+[[File:clienttab-full.png]]
-*Name
-*Address
-*Phone number
-*E-mail address
-A drop-down box displays suggested matches as the characters are entered. Inactive clients can be excluded. The Client Keyword Search includes client contacts as well as drivers.
+=== Client Keyword Search ===
+[[File:Ic_info_black_24dp.png]] See: [[Client Keyword Search]] for more information.
+#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]]
+#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.
+#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.
-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.
+=== Policy Keyword Search ===
+[[File:Ic_info_black_24dp.png]] See: [[Policy Keyword Search]] for more information.
+#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]]
+#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.
+#:[[File:Policy-keyword-suggestions.png]]
+#'''Left-Click''' to view additional information for the policy, or press the '''<Up Arrow>''' and '''<Down Arrow>''' to scroll through the list.
+#'''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.
+#: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.
-Client Keyword Search will locate common aliases, such as Bob or Robert, and abbreviations such as first or 1st.
+=== Named Insured Keyword Search ===
+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.
-:[[File:Client-keyword.gif]]
+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.
+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 Keyword Search window retains a recent history drop-down list for the last ten clients.
+#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Find Insured''' or press '''<CTRL + F3>''' to open the Named INsured Keyword Search.
+#:[[File:Newton-mainmenu-lcrop.png]]
+#Enter the search text and press '''<Enter>''' or select '''Search''' to list any matches.
+#'''Left-Click''' to view additional information for the insured, or press the '''<Up Arrow>''' and '''<Down Arrow>''' to scroll through the list.
+#:[[File:Insured-keyword.png]]
+#Double-click to load the desired result, or press '''<Enter>''' if selected.
+#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]].
+#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.
-To load a previously viewed client, open the Client Keyword Search window and select '''Load Recent'''.
+=== Find a Client by Number ===
+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.
-[[File:Keyword-client-loadrecent.png]]
+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.
-The history list contains the client name, address, and the amount of time passed since the client was opened.
+[[File:Clienttab-summarypanel-inactive.png]]
-Select the desired client from the history list to automatically load the client tab.
+== 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.
-[[File:Keyword-client-loadrecent-list.png]]
-;How is the history list populated and stored?
-:*The history list is populated when a client is loaded from either the Client or Policy Keyword Search windows.
-:*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.
-:*The history list is stored on the local computer and cannot be accessed from other workstations.
-=== Policy Keyword Search ===
-{{#ev:youtube|2SNA8JpjWsg|300|right|Enhanced Policy Keyword Search}}
-Clients can also be found by policy number. Like the Client Keyword Search, the Policy Keyword Search displays possible matches while the policy number is entered, and can even locate partial policy numbers and close matches.
-[[File:training1-polkeyword.png]]
-=== Named Insured Keyword Search ===
+[[File:Ic_info_black_24dp.png]] For more information, see: [[Client Profile]].
-Clients who are saved as brokers 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.
-When a search term is entered, the Named Insured Keyword Search automatically includes matches for a number of fields, such as the phone number.
+== 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.
-:[[File:Training1-insuredkeyword.png]]
+The main menu is not specific to the Client Tab, displayed at the top of the Newton window.
-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.
+[[File:Newton-mainmenu.png]]
-== Navigation ==
+[[File:Ic_info_black_24dp.png]] See: [[Main Menu and Tab Navigation]] for more information.
-=== Client Tab: Toolbar ===
-The client toolbar is always available for each of the client sub-tabs.
-[[File:Clientbasic-toptoolbar.png]]
-*'''Profile:''' Edit the client profile for the current client.  Select the drop down to create a new client.
-*'''Add Tab:''' Create an additional Client, [[Company Tab|Company]], or [[Vendor Tab|Vendor]] tab.
-*'''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 [[#Activity|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.
-*'''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 client summary panel is below the client toolbar.  The summary panel includes the client selection drop-down box, and client details.
+The client summary panel is below the main menu.  The summary panel includes the client selection drop-down box, and client details.
-[[File:Clientbasic-summarypanel.png]]
+[[File:Clienttab-summarypanel.png]]
+;Client Details
-The client details include the following:
 *Client name and number.
 *Client DBA name.
 *Client phone and fax for commercial lines, or phone1 and phone2 for personal lines.
-*Client Type of Regular Personal, Regular Commercial, or Broker Billed and if the client status is a Prospect.
 *Client Address.
-*Client Producer, Sub Producer and CSR, including both the code and profile name for each.
+*Client [[Producer Profile|Producer, Sub Producer and CSR]], including both the code and profile name for each.
-*Client User Code 1-3 ,Territory, and Source of Business, including both the code and profile name for each.
+*[[MyInsuranceDashboard.com Integration|My Insurance Dashboard]] enrollment status.
-*Client website address.
+*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]].
-*My Insurance Dashboard enrollment status (if enabled).
+*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.
-==== Client Tab: Summary Panel - Select a Client ====
-The client selection drop-down box provides a quick search feature which automatically searches client names for partial or complete matches.
-'''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.
+[[File:Clienttab-summarypanel-icons.png]]
-:[[File:Clientbasic-search-kick.png]]
+;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.
-If the quick search drop-down box 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.
+== 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]].
-In addition, the client profile can be loaded by entering the client number in the client selection drop-down box 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:Clienttab-dashboard-toolbar.png]]
-:[[File:Clientbasic-summarypanel-includeinactive.png]]
-To step through the previous or next client, left-click in the client selection drop-down box, and use the up and down arrow keys on your keyboard.
+[[File:Ic_info_black_24dp.png]] For more information, see: [[Client Tab: Client Dashboard]].
-=== Client Tab: View Client as Window ===
+== Client Tab: Accounting ==
-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.
+See [[Newton_Release_Notes:_September_2015#Client_Tab:_Accounting|Newton Release Notes: Client Tab - Accounting]].
-:[[File:Clientbasic-toptoolbar-popout.png]]
-Select '''Dock''' within the toolbar to return the item as a full screen tab.
+== Client Tab: Forms ==
-:[[File:Clientbasic-toptoolbar-dock.png]]
-== Client Tab: Create a Client ==
+[[File:Ic_info_black_24dp.png]] See [[Forms]] for more information.
-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.
-For more information, see: [[Client Profile]].
-== Client Tab: Dashboard ==
-After [[#Find a Client|searching for and loading a client]], the client’s dashboard is displayed below the [[#Client Tab: Summary Panel|Summary Panel]].
-=== Contacts ===
-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]].
-:[[File:Clientbasic-contacts.png]]
-For additional information, see: [[Client_Profile#Client_Profile_Contacts_Tab|Client Profile - Contacts]].
-=== Related Clients ===
-[[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.
-The list includes the client name, DBA, address, and phone numbers.
-:[[File:Clientbasic-showrelated.PNG]]
-=== Client Notes ===
-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]].
-Only highlighted client notes will display by default.  Select '''Click for more notes''' to display all client notes within the default filtered date range.
-''(See [[Preferences#User Options|Other -> Preferences -> User Options -> Default Band Date Range]] to change the value)''
-After selecting '''Click for more notes''', select '''Click to show all notes''' to remove the default date filter.
-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.
-Notes can be optionally set as a Popup Notice, and will automatically open when the client is loaded.
-[[File:Releasenotes-basic-clientnotes.png]]
-Client note text size can be increased and decreased by the [[Preferences#Memo Font Size|Memo Font Size]] user preference. ''(Other -> Preferences -> User Options)''
-=== Diaries ===
-The diaries band can be automatically expanded by [[Preferences#User Options|enabling the user preference]].
-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.
-:[[File:Training1-basictab-diary.png]]
-Diaries can be created from the [[#Client Tab: Dashboard|Client Dashboard]], or automatically attached to a policy through [[Policy Express]].
-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.
-:[[File:Clientbasic-diaries-closeddiaries.PNG]]
-The diary comment [[Preferences#Memo Font Size|font size can be adjusted per user]].
-=== Activity ===
-{{#ev:youtube|wIhsskzoYUU|300|right|Activity - Automatic and Permanent}}
-Activity shows recent activity within the default filtered date range by default.
-''(See [[Preferences#User Options|Other -> Preferences -> User Options -> Default Band Date Range]] to change the value)''
-The activity is categorized based on a number of types:
-*'''Correspondence''': [[Email Integration|Emails]], [[Attachment Integration|Attachments]], Printed Memos. ''
-*'''Policy Notes''': Policy activity note added from [[Policy Express]].
-*'''Diaries''': Any [[#Diaries|diary]] action including creating, editing, and closing diary items.
-*'''Submissions''': Any [[#Submissions|submission]] action including creating, editing, and closing submission items.
-*'''Automated Procedures Activity (Policy Task)''': Any [[:Category:Policy Tasks|Policy Express -> Policy Task]] activity such as Renew, Endorse, Cancel, Reinstate and more.
-*'''System''': All other activity, recorded automatically by the system for E&O.
-By default, all activity types other than '''System''' are displayed.  To edit the default displayed activity types, see [[Preferences#Activity Listing|Other -> Preferences -> Activity Listing]].
-The default activity filters can also be changed on-the-fly by right-clicking.
-:[[File:Activity-right-click.png]]
-Select [[#Client_Tab:_Toolbar|'''Filter''']] to search all activity items for a word or phrase. Click '''Clear''' to clear the search filter.
-:[[File:Clientbasic-toolbar-filter.png]]
-Activity log text size can be increased and decreased by the [[Preferences#Memo Font Size|Memo Font Size]] user preference. ''(Other -> Preferences -> User Options)''
-=== Submissions ===
-The submissions band can be automatically expanded by [[Preferences#User Options|enabling the user preference]].
-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.
-:[[File:Submission-new.png]]
-Expand the details band to display additional information about the submission.
-:[[File:Releasenotes-basic-submissions.png]]
-The '''Closed Submissions''' sub-band will initially only show closed items within the '''Default Band Date Range''' ''([[Preferences#User Options|Other -> Preferences -> User Options]])''.  Choose '''Click to show all''' to remove the date filter and display all closed submissions.
-:[[File:Clientbasic-submissions-closedsubmissions-clicktoshow.PNG]]
-The submission comment [[Preferences#Memo Font Size|font size can be adjusted per user]].
-=== Policies ===
-The policies band can be automatically expanded by [[Preferences#User Options|enabling the user preference]].
-Any 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 [[Policy Express]].  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 [[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 '''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.
-:[[File:Basictab-activepolicies-billed.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]]
-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'''.
-:[[File:Clientbasic-policies-showall.PNG]]
-By default, policies and quotes marked as '''Replaced''' are hidden from the policy lists.  To include replaced policies, '''Right-Click''' and select '''Include Replaced'''.
-'''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'''.
-<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'''.
-:[[File:Clientbasic-policies-replacedandquotes.png]]
-==== Policy Express ====
-Select a policy number from the [[Client Tab]] to open [[Policy Express]].  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]].
-:[[File:Polexp-dashboard.png]]
-=== Claims ===
-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.
-:[[File:Clientbasic-claimss-closedclaims.PNG]]
-To create a claim, open a policy and create the claim from [[#Policy Express|Policy Express]].
-For more information on creating, viewing and editing claims, see: [[Claims]].
-=== Drivers, Equipment, Vehicles, and Properties ===
-Drivers, Equipment, Vehicles, and Properties are stored into schedules that can be imported into associated [[:Category:ACORD Forms|ACORD Forms]] and [[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.
-:[[File:training1-basictab-schedules.png]]
-Each of the schedule bands includes a sub band for inactive items.
-:[[File:releasenotes-basic-schedules.png]]
-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'''.
-:[[File:releasenotes-schedules-activeflag.png]]
-=== Memos ===
-For additional details, see: [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]] and [[Memo Writer: Create or Delete a Client Memo]].
-Memos are word-processing documents that range from expiration notices to marketing campaigns created with [[:Category:Memo Writer|Memo Writer]].  Memo Writer provides the ability to [[Create a Form Letter Template in Memo Writer|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]].
-:[[File:training1-basictab-memos.png]]
-=== Emails ===
-For additional details, see: [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]] and [[Email Integration]].
-Click '''Emails''' to show e-mails sent from or attached to Newton.  To attach an e-mail to a client, [[Email Integration|drag and drop it from Outlook]] onto the client’s dashboard.  To attach an e-mail to a policy, drag and drop it into [[#Policy Express|Policy Express]].
-:[[File:training1-basictab-emails.png]]
-Only emails within the default filtered date range are initially displayed.  Select '''Click to show all Emails''' to remove the date filter.
-''(See [[Preferences#User Options|Other -> Preferences -> User Options -> Default Band Date Range]] to change the value)''
-=== Attachments ===
-For additional details, see: [[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]] and [[Attachment Integration]].
-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 Express|Policy Express]].
-[[File:Basic-attch-typetag.PNG]]
-Only attachments within the default filtered date range are initially displayed.  Select '''Click to show all''' to remove the date filter.
-''(See [[Preferences#User Options|Other -> Preferences -> User Options -> Default Band Date Range]] to change the value)''
-=== Insured ===
-An Insured band is listed if the [[Client Profile|client type is Broker]].
-:[[File:Releasenotes-basic-insured.png]]
-To create a new Insured for the broker, select '''Create Insured'''.  To edit an existing Insured select the insured’s number.
-'''<span style="color:red">For GA agencies</span>''', after performing a [[#Named Insured Keyword Search|keyword search by '''Named Insured''']], the client dashboard bands include filtered results for the following bands:
-*[[#Diaries|Diaries]]
-*[[#Submissions|Submissions]]
-*[[#Policies|Policies (Including Quotes)]]
-*[[#Attachments|Attachments (Always includes client attachments)]]
-:[[File:Clientbasic-insuredfilter.PNG]]
 == Client Tab: Download ==
-After [[#Find a Client|searching for and loading a client]], the client’s Download tab is displayed below the [[#Client Tab: Summary Panel|Summary Panel]].
+After [[#Find a Client|searching for and loading a client]], select the '''Download''' tab displayed below the [[#Client Tab: Summary Panel|Summary Panel]].
-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.
+[[File:Client-download-toolbar.png]]
-:[[File:Client-download.png]]
+[[File:Ic_info_black_24dp.png]] For more information, see: [[Client Tab: Download]]
-The Download tab on the client displays all policies for the client, while the Download tab within [[Policy Express]] 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]].
+== Frequently Asked Questions (FAQ) ==
+*[[Client_Profile#How_do_I_recover_a_deleted_client.3F|How do I recover a deleted client?]]
-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]].
+*[[Client_Profile#How_do_I_export_client_addresses_for_Christmas_cards.3F|How do I export client addresses for Christmas cards?]]
-:[[File:Client-download-rclick.png]]
+*[[Client_Profile#How_do_I_correct_the_county_for_a_client.3F|How do I correct the county for a client?]]
+*[[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?]]
-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:Forms|Forms tab]] on the client, or the [[Policy_Express#Policy_Express:_Forms_Tab|Forms tab within Policy Express]].
+*[[Client_Profile#How_do_I_delete_a_duplicate_client.3F|How do I delete a duplicate client?]]
-The Download tab includes recent download activity by default, however the date range can be expanded to show older transactions.  After selecting the Download tab, select the '''Filter''' button within the top client toolbar.  Select '''Options''' to modify the date filter, or '''Print''' to print the downloaded risk.
-:[[File:Client-download-filter.png]]
-For more information, see: [[:Category:Download|Category: Download]].