Difference between revisions of "Department Profile"
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If you have multiple locations, you can use departments to denote where the business took place. You will create a department for each location. | If you have multiple locations, you can use departments to denote where the business took place. You will create a department for each location. | ||
| − | Many reports in the system can be run for a specific department code, e.g. Premium Volume Report, Sales Analysis, and [[Report: Client Query Wizard|Marketing Queries]]. | + | Many reports in the system can be run for a specific department code, e.g. [[:Category:Invoiced Premium|Premium Volume Report]], [[Report: Sales Analysis|Sales Analysis]], and [[Report: Client Query Wizard|Marketing Queries]]. |
=== Department Profile Screen === | === Department Profile Screen === | ||
Revision as of 13:40, 3 September 2014
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The Department Profile screen is a list of codes which represent each department or location within Newton for a given record. A Department Code is assigned to each Policy, Invoice, Cash, Check, or Journal.
Personal Lines, Commercial Lines, Life & Health, and General Accounting are the default departments.
If you have multiple locations, you can use departments to denote where the business took place. You will create a department for each location. Many reports in the system can be run for a specific department code, e.g. Premium Volume Report, Sales Analysis, and Marketing Queries.
Department Profile Screen
Select Profiles -> Department. (Requires Security System: Profiles -> Department -> View)
Department Profile Menu Options
- Add - Create a new Department
- Search - Load an existing Department
- Print - Print a summary of all Departments
- Exit - Close the window. You will be prompted to save if you have changed the Department.
