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• Agency Profile
  A test agency profile can be created allowing any users to practice entering data into Newton, without affecting the "live" databas
  8 KB (1,138 words) - 18:05, 9 April 2020
• Newton Release Notes: November 2014
  ...ect their own preferences and options, without changing settings for other users. ...The cash options tab is the only tab which globally sets settings for all users.
  30 KB (4,307 words) - 19:26, 19 July 2021
• Backup Information
  ...tem you choose does have this feature, it is a best practice to ensure all users are logged out of Agency Systems when performing backups.
  9 KB (1,381 words) - 18:57, 29 September 2022
• Newton Release Notes: Summer 2018
  ...f the previous month (GL) is still open. The warning will only display for users with access to [[Open or Close Month (GL)| '''Accounting''' -> '''Open/Clos If all users see the message, review the security settings for '''Setup''' -> '''Securit
  52 KB (7,563 words) - 13:05, 26 March 2019
• Attachments
  ...file system and selecting a file. Utilizing the file picker is helpful for users with a single monitor where drag+drop is more difficult, or if all document
  14 KB (1,916 words) - 19:17, 19 July 2021
• Newton Release Notes: Spring 2017
  === Preferences - Global Options (All Users) === ...rences window]] with a number of new options. The tab is only visible to users with the highest security level.
  38 KB (5,212 words) - 19:26, 19 July 2021
• Transition Guide: FSC Manager FAQ
  ...them into a client file or do we need to drag and drop? Email on cells of users? Does your system ask you to grant access for each email every time you se ;(3) Ability to host Agency Shared Folders available to all system users? Host Personal Folders?
  46 KB (7,569 words) - 21:47, 20 September 2016
• User Dashboard Tab
  ...can be disabled per operator through [[Producer Profile|Setup -> Producer (Users)]].)''
  12 KB (1,688 words) - 19:25, 19 July 2021
• Implementation Process Overview
  ...'''Overviews''' and '''Reviews'''. Not all sessions are required for all users, and these modules may be broken out by department for larger offices. '''
  11 KB (1,780 words) - 14:36, 21 September 2022
• Report: Newton Add-on Reports
  <li>[[Setting Up Your Agency (Users, Profiles, Accounting)]]</li> ...ports|extensive report library]] available to all Newton by Agency Systems users.
  41 KB (6,030 words) - 18:45, 10 March 2022
• Policy Dashboard
  The bulletin is automatically displayed for all users, even if the preview pane is disabled. When an area within Policy Dashboar
  18 KB (2,577 words) - 21:48, 29 May 2018
• Newton Release Notes: March 2014
  ...osoft Exchange|significant performance improvements for Microsoft Exchange users have been completed]]. Users with Microsoft Exchange email, such as Microsoft Office 365 will benefit fr
  33 KB (4,813 words) - 20:07, 15 May 2014
• MyInsuranceDashboard.com Integration
  ...r to manage CSR access to MyInsuranceDashboard.com. The list of available users is automatically populated from the active producer profiles within Agency
  24 KB (3,513 words) - 19:49, 30 September 2021
• Newton Release Notes: Spring 2020
  ...t are enabled by default. Each option can be individually disabled for all users if desired by an agency user administrator.
  20 KB (2,875 words) - 19:39, 17 April 2020
• Newton Release Notes: September 2015
  ...triggered, an email will be automatically sent to each of the notification users, other than the current operator. The email contains the submission descri The bulletin is automatically displayed for all users, even if the preview pane is disabled. When an area within Policy Express
  78 KB (11,389 words) - 16:21, 22 March 2018
• Newton Release Notes: July 2013
  Express Billing will allow users to edit invoice lines that do not have payments attached, even if there are
  30 KB (4,467 words) - 15:21, 13 November 2019

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