Difference between revisions of "Newton User Guide"
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;[[File:Ic_info_black_24dp.png|link=Forms]] [[Forms]] | ;[[File:Ic_info_black_24dp.png|link=Forms]] [[Forms]] | ||
*[[Scan An Electronic Signature]] | *[[Scan An Electronic Signature]] | ||
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| + | == Other == | ||
| + | Documentation below is currently being updated. | ||
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| + | *'''[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer|Email, Diary, Activity, Client Notes & Memo Writer]]''' | ||
| + | *'''[[Training 6: Accounting|Accounting]]''' | ||
| + | *'''[[Training 7: Management|Management]]''' | ||
Revision as of 19:19, 15 January 2018
 Required Software Version: Spring 2017 |
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This page provides an overview for Newton by Agency Systems. (This page is currently in progress, and will be updated regularly.)
Click here to search for a specific page.
Contents
Installation
- Workstation Installation Instructions
- Ajasent Hosting
- Backup Information
- Subscription Code
- Troubleshooting Errors
Newton Interface Overview
- Main Menu and Tab Navigation
- User Dashboard Tab
- Client Tab
- Policy Dashboard
- Policy & Billing
- Company Tab
- Vendor Tab
- Management Tab
Setup Profiles
- Agency Profile
- Bank Profile
- Class Profile
- Client Profile
- Company Profile
- Department Profile
- General Ledger Profile
- Producer Profile (Users)
- Transaction Profile
- Vendor Profile
- Newton Add-on Reports
Client
- Find a Client or Prospect
- Find a Client by Policy Number
- Find an Agent by Named Insured
- Client Tab
- Client: Create a Client or Prospect
- Client: Edit a Client
- Client: Contacts (Create, Edit, or Delete)
- Client: Related Clients (Cross-Reference)
- Client: User Code, Territory, and Source of Business Profile
- Client: Delete a Client
- Client: Recover a Deleted Client
Policy
- Policy: Endorse A Policy
- Policy: Renew A Policy
- Policy: Cancel A Policy
- Policy: Reinstate A Policy
- Policy: Rewrite A Policy
- Policy: Insert An Audit Transaction Or Prior Term Endorsement
- Policy: Convert A Quote To A Policy
- Policy: Change A Policy Number
- Policy: Move A Policy To Another Client
- Category: Policy Tasks
Forms
Other
Documentation below is currently being updated.
