Department Profile

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.