Difference between revisions of "Preferences"
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A number of options and preferences are available within Newton, many available to individual operators. | A number of options and preferences are available within Newton, many available to individual operators. | ||
| − | Select '''Other -> Preferences''' to access the | + | Select '''Other -> Preferences''' to access the user options menu. ''(This option was previously displayed as Other -> Client Explorer Options)'' |
=== Account History === | === Account History === | ||
Revision as of 15:59, 19 February 2015
| Related Pages |
| Related Categories |
A number of options and preferences are available within Newton, many available to individual operators.
Select Other -> Preferences to access the user options menu. (This option was previously displayed as Other -> Client Explorer Options)
Account History
The account history tab is the first tab displayed. The settings control the default options for the client account tab.
Activity Listing
The Activity Listing tab is a set of options to control which activity types display by default in the following areas:
- Dashboard -> Activity Band
- Client Basic Tab -> Activity Band
- Policy Express -> Activity Band
The default values are per operator, and the filters can be changed on-the-fly through the right-click menu.
User Options
Each of the user options is available per operator.
Select Band font size to increase the font used by the information bands on the Dashboard, Client Basic Tab, Management Tab, Company tab, and more.
Cash Options
The cash options tab is only visible to users with a security level of 9. The cash options tab is the only tab which globally sets settings for all users.
- Check Show Signature On Receipt to enable the cash receipt signature
- Un-Check Show Policy Details on Regular and Transmittal Receipts to disable including policy details on regular cash receipts.
- Enter any desired text to be printed on every cash receipt. (Line-breaks are not currently supported)
All cash options were introduced in the March 2014 release of Newton.
Email Options
Each of the email options are available per operator.
All email options were introduced in the March 2014 release of Newton.
