Difference between revisions of "Company Tab"

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<tr>
     <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|June 2015]]</td>
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     <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Newton Interface Overview]] Newton User Guide: [[Newton User Guide#Newton Interface Overview|Newton Interface Overview]]</td>
 
</tr>
 
</tr>
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<tr>
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|March 2017]]</td>
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<tr>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Company_Tab&oldid=3655 Click Here]</td>
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     <td>Related Pages</td>
 
     <td>Related Pages</td>
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<ul>
 
<ul>
 
<li>[[Company Profile]]</li>
 
<li>[[Company Profile]]</li>
 +
<li>[[Main Menu and Tab Navigation]]</li>
 
<li>[[Management Tab]]</li>
 
<li>[[Management Tab]]</li>
<li>[[Training 1: Newton Interface Overview]]</li>
 
 
</ul>
 
</ul>
 
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{{#ev:youtube|A-WZ4gSmgmA|300|right|Company Tab (legacy)}}
 
  
The [[Dashboard Tab (User)]], [[Client Tab]], Company Tab, [[Vendor Tab]], [[Management Tab]], and [[Policy Express]] are the primary dashboards within Agency Systems.  
+
This page provides an overview of the Company Tab that displays by selecting '''Company''' -> '''Add Company Tab''' from the [[Main Menu and Tab Navigation|Main Menu]].
 +
 
 +
The [[Main Menu and Tab Navigation|Main Menu]], [[User Dashboard Tab]], [[Client Tab]], [[Policy Dashboard]], [[Policy & Billing]], Company Tab, [[Vendor Tab]], and [[Management Tab]] are the primary interfaces and dashboards within Newton.
 +
 
 +
== Find a Company ==
 +
A Company Tab is created by selecting '''Company''' -> '''Add Company Tab''' from the [[Main Menu and Tab Navigation|Main Menu]].
 +
 
 +
'''Multiple company tabs can be opened at the same time''', similar to tabs in a browser.  When an operator is finished with a company,
 +
the current tab can be switched to a new company profile, or the company tab can be closed entirely.
 +
 
 +
[[File:Companytab-full.png]]
 +
 
 +
 
 +
The company drop list provides a quick search feature which automatically searches company names or codes for partial or complete matches.
 +
Select the drop-down box, enter the [[Company Profile|company code or name]] in the drop-down field and press '''<Enter>''' or '''<TAB>''' when finished. 
 +
 
 +
'''Example:''' There are dozens of company profiles, many with similar names.  After entering '''"trav”''', all matching results are displayed.
 +
 
 +
[[File:Companytab-summarypanel-dropsearch.png]]
 +
 
  
For more information on the basic navigation, see: [[:Category:Training Guides]].
+
By default, inactive companies are not included in the drop-down list.  To load an inactive company, first select the "'''Include Inactive Companies'''" check box.
  
== Company Tab: Getting Started ==
+
[[File:Companytab-summarypanel-inactive.png]]
A Company Tab is created by select '''Add Tab -> Company''' from one of the other tabs.  '''Multiple company tabs can be opened at the same time''', similar to tabs in a browser.  When an operator is finished with a company, the current tab can be switched to a new company profile, or the company tab can be closed entirely.  
 
  
The company tab contains a top toolbar of global options, a profile drop-down box to change the selected company, and information such as contact numbers and company address.
+
== Create a Company ==
 +
To enter a [[Company Profile|new company]] into Newton, you should always [[#Find a Company|search existing companies first]] to avoid creating duplicates. Remember to include inactive companies.
  
[[File:Company-topsummary.png]]
+
[[File:Ic_info_black_24dp.png]] For more information, see: [[Company Profile]].
  
The company drop list provides a quick search feature which automatically searches company names for partial or complete matches.
+
== Company Tab Interface ==
 +
The company tab contains company [[#Company Tab: Summary Panel|information such as contact numbers]], and data tabs for different data types such as contacts, policies, attachments and more.  
  
'''Example:''' There are dozens of companies profiles, many with similar names.  After entering '''"trav”''', all matching results are displayed.  
+
The main menu is not specific to the Company Tab, displayed at the top of the Newton window.
:[[File:Company-topsummary-search.png]]
 
  
=== Company Tab: Toolbar ===
+
[[File:Newton-mainmenu.png]]
[[File:Company-topsummary-toolbar.png]]
 
  
*'''Profile:''' Edit the company profile for the current company.
+
[[File:Ic_info_black_24dp.png]] See: [[Main Menu and Tab Navigation]] for more information.
*'''Add Tab:''' Create an additional [[Client Tab|Client]], [[#Company Tab: Getting Started|Company]], or [[Vendor Tab|Vendor]] tab.
 
*'''Client:''' Perform a Client Keyword Search.  The resulting client will automatically create a new client tab. Select the drop down to create a new client.
 
*'''Policy:''' Perform a Policy Keyword Search.  The resulting client will automatically create a new client  tab.
 
*'''Insured:''' Perform a Named Insured Keyword Search.  The resulting client will automatically create a new client tab.  The Named Insured filter will be applied to the Diary, Submissions, Policies, and Attachment bands.  This button is only visible if the agency type is a GA, or if the [[Preferences|option to show the insured search is enabled]].
 
*'''Filter:''' Displays the filter toolbar on the Company Dashboard to enter an activity search string, or remove subsidiaries from the Policies band.  The activity search will filter the Emails and Attachments bands on the company dashboard.  When the search filter is applied, the band names will include the search string.
 
*:[[File:Company-filter.png]]
 
*'''Clear:''' Removes any filters, and refreshes the company with the default values.
 
*'''Refresh:''' Refreshes the currently selected company tab, without removing any applied filters.
 
*'''Other:''' Provides access to the [[DYMO Printer Integration]], a map to the company address, or a link for the company website.
 
*'''Reports:''' Provides a subset of company-specific reports for easy access.
 
*'''Wiki:''' Opens the help documentation on the Newton Wiki for the company tab.
 
*'''Pop Out:''' Opens the company tab as a window and renames the button to "Dock". Select again to reload the company window as a company tab.
 
*'''Hide:''' Collapses the company summary panel from view and renames the button to "Show". Select again to expand the summary panel.
 
*'''Exit:''' Closes the company tab.
 
  
 
=== Company Tab: Summary Panel ===
 
=== Company Tab: Summary Panel ===
The company summary panel is below the company toolbar.  The summary panel includes the company selection drop-down box, and company details.  
+
The company summary panel is below the main menu.  The summary panel includes the company selection drop-down box, and company details.  
  
[[File:Company-topsummary-info.png]]
+
[[File:Companytab-summarypanel.png]]
  
The company details include the following:
+
;Company Details
 
*Company name and number.
 
*Company name and number.
 
*Both company phone and fax numbers.
 
*Both company phone and fax numbers.
*Company Accounting Address
+
*Company Accounting Address.
 +
 
 +
[[File:Companytab-summarypanel-icons.png]]
 +
 
 +
;Action Icons
 +
*'''Edit''': Edit Company - Edits the current [[Company Profile]].
 +
*'''Contact Card''': Contact List - Lists contacts for the [[Company Profile|current company]] in a window.
 +
*'''Globe''': View Website - Opens the [[Company Profile|company website]] in a browser.
 +
*'''Printer''': Dymo - Send [[Company Profile|company address]] to a [[DYMO Printer Integration|Dymo label printer]].
 +
*'''Street Sign''': View Map - Opens a map to the [[Company Profile|company address]] in a browser.
 +
*'''House''': Reload Tab - Clears any filters and sub-tabs and reloads the current company tab.
 +
*'''Up Arrow''': Pop Out Tab - Opens the current tab as a window.  Select again to reload the company window as a company tab.
 +
*'''Exit''': Exit Tab - Closes the current tab.
 +
 
 +
== Company Tab: Company Dashboard ==
 +
After [[#Find a Company|searching for and loading a company]], the Company Dashboard tab is displayed below the [[#Company Tab: Summary Panel|Summary Panel]].
 +
 
 +
[[File:Companytab-dashboard.png]]
 +
 
 +
=== Company Dashboard Toolbar ===
 +
 
 +
[[File:Companytab-dashboard-toolbar.png]]
 +
 
 +
;Company Dashboard Toolbar
 +
*'''Refresh:''' Reload the data on the selected tab.  To reload the entire company, [[#Company Tab: Summary Panel|select the house icon within the summary panel]].
 +
*'''Find Text:''' Jump to text on the page. 
 +
*'''Create Item:''' Menu of company action items in addition to the '''Create Item''' links at the beginning of expanded data bands (+).
 +
*'''Activity Search:''' Find and the filter the email and attachment data bands for a specific word or value.
 +
*'''Include Subsidiaries:''' Deselect remove subsidiaries from the [[#Policies|Policies band]].  (See [[#Include Subsidiaries|the policy section below]]).
 +
 
 +
=== Contacts===
 +
Contacts are listed as the first band on the company dashboard tab.  Company contacts can be selected when [[Email|sending an email]], [[Claims|creating a claim]] or creating a [[Diary]].
  
==== Company Tab: Summary Panel - Select a Company ====
+
[[File:Companytab-contacts.png]]
Select the drop-down box to view a different company, or enter the company code in the drop-down field and press '''<Enter>''' or '''<TAB>''' when finished.  By default, inactive companies are not included in the drop-down list.  To load an inactive company, first select the "'''Include Inactive Companies'''" check box.
 
  
[[File:company-topsummary-includeinactive.png]]
 
  
== Company Tab: Dashboard ==
+
Contacts are sorted in alphabetical order by department.  Contacts without a department are listed first.  To view the full details for a contact, click the contact name within the '''Name''' column.  
====Company Contacts====
 
Contacts are listed as the first band on the company dashboard tabCompany contacts can be selected when [[Email Integration|sending an email]], creating a claim or creating a [[Diary]].  
 
  
Company contacts also have [[Memo Writer]] merge codes.
+
To create a new contact, select '''Create Contact''' within the Contacts band, or select the [[#Company_Tab:_Summary_Panel|contact card within the company tab summary panel]].  (Requires  [[Security System|Security System: Profiles -> Company -> Entry]] access.)
  
:[[File:Memowriter-merge-companycontact.png]]
+
[[File:Ic_info_black_24dp.png]] A [[Mynewtoncampus#Profile_Reports:_Company_Contacts|spreadsheet of active company contacts can be exported]] including contact email addresses. Inactive companies are not included.
  
====Company Notes====
+
=== Notes ===
 
Company notes can be configured to display automatically within the '''Notes''' band, or pop-up automatically in a window.  
 
Company notes can be configured to display automatically within the '''Notes''' band, or pop-up automatically in a window.  
  
====Company Diaries====
+
=== Diaries ===
Any [[Diary|diary]] created from [[Policy Express]] will automatically include the policy company, and display on the Company tab.  Select '''Create Diary''' from the company tab to create a diary that is only associated with the company, not a specific policy or client.   
+
Any [[Diary|diary]] created from the [[Policy Dashboard]] will automatically include the policy company, and display on the Company tab.  Select '''Create Diary''' from the company tab to create a diary that is only associated with the company, not a [[Policy: Create A Policy|specific policy]] or [[Client Profile|client]]. 
 +
 
 +
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Diary]].
  
====Company Submissions====
+
=== Submissions ===
 
Submissions with an open status will always be displayed, regardless of their date.
 
Submissions with an open status will always be displayed, regardless of their date.
  
====Company Policies====  
+
[[File:Ic_info_black_24dp.png]] For additional information, see:  [[Submission]].
The policy list provides a Right Click option to copy the list to the clipboard.   
+
 
 +
=== Policies ===
 +
Any [[Policy: Create A Policy|policy]] with a current or future expiration date is displayed.  Click the policy number to open the [[Policy Dashboard]].  The premium and invoice totals of all the policies are shown hereClicking the Premium, Invoiced, or Est Annual Prem amount for any policy record will open [[Policy & Billing]].
  
:[[File:releasenotes-company-rightclick.png]]
+
[[File:Companytab-policies.png]]
  
The Policies band and expired policies section of the company tab will automatically display any policy written to the parent company and assigned subsidiaries.
 
  
:[[File:companytab-includesubsid.png]]
+
[[Transaction Profile|Transaction]], [[Class Profile|Class]], and [[Company Profile|Company]] columns will only display the code.  Holding the mouse pointer over each code will display the full name.
 +
 
 +
The '''Billed''' column displays the [[Company Profile|company code]] assigned to first invoice line on the policy.  If the current transaction has not been invoiced, the billing company for the most recent invoice is displayed.  If the policy has never been invoiced, nothing will be listed.
 +
 
 +
[[File:Companytab-policies-billed.png]]
 +
 
 +
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Policy: Create A Policy]].
 +
 
 +
==== Include Subsidiaries ====
 +
The Policies band and expired policies section of the company tab will automatically display any policy written to the [[Company_Profile#Parent_Company|parent company and assigned subsidiaries]].
 +
 
 +
[[File:Companytab-dashboard-toolbar-subsidiaries.png]]
 +
 
  
 
The '''Policies''' band will also include a '''Company''' column if the selected company code is a parent company with assigned subsidiaries.  The column displays the policy company for each item.   
 
The '''Policies''' band will also include a '''Company''' column if the selected company code is a parent company with assigned subsidiaries.  The column displays the policy company for each item.   
  
:[[File:companytab-includesubsid-pollist.png]]
+
[[File:Companytab-policies-parent.png]]
 +
 
 +
 
 +
To list only policies assigned directly to the parent company, deselect '''Include Subsidiaries''' within the [[#Company Dashboard Toolbar|Company Dashboard Toolbar]].
 +
 
 +
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Company_Profile#Parent_Company|Company Profile - Parent Company]]
 +
 
 +
==== Total Policy Count and Premium ====
 +
A row below all active items will display the number of records and the totals for each of the columns: Premium, Invoiced, and Estimated Annual Premium.  If the mouse pointer is held over the policy count, or each column total, a numeric break-down by Policy, Quote, and Binder will display.
 +
 
 +
The policy list provides a Right Click option to copy the list to the clipboard.  After copying the list, open Microsoft Excel and paste the contents into a spreadsheet.
 +
 
 +
[[File:Companytab-policies-copy.png]]
 +
 
  
To list only policies assigned directly to the parent company, deselect '''Filter -> Include Subsidiaries'''.
+
[[File:Ic_info_black_24dp.png]] For additional information, see:  [[Management Tab]].
  
The Policies band on the company tab will exclude quotes by default.  Quotes can be displayed by right-clicking, and selecting “Include Quotes”.  The policy list will refresh automatically.  
+
==== Quotes and Expired Policies ====
 +
The Policies band on the company tab will exclude quotes by default.  Quotes can be displayed by right-clicking, and selecting “Include Quotes”.  Quotes appear in green, and cancelled policies still in force display in red.
  
 
:[[File:releasenotes-company-policy-rightclick.png]]
 
:[[File:releasenotes-company-policy-rightclick.png]]
  
====Company Memos====
+
The '''Expired Policies''' sub-band only displays policies and quotes expired within the '''previous three years'''. 
See [[Memo Writer]] for more information.  
+
 
 +
=== Memos ===
 +
Memos are word-processing documents that provide the ability to [[Memowriter: Create A Form Letter Template|create form letter templates]] that can be used to quickly merge data fields.
  
====Company Emails====
+
[[File:Companytab-memo-saveas.png]]
See [[Email Integration]] for more information.
 
  
Company tab emails band will hide policy related emails by default.  The policy related company emails can be temporarily displayed through a right click menu.
 
  
[[File:releasenotes-company-email-rightclick.png]]
+
[[#Contacts|Company contacts]] also have [[Memowriter]] merge codes.
  
====Company Attachments====
+
[[File:Memowriter-merge-companycontact.png]]
Company tab attachments can be created through drag+drop, and automatically through [[Commission Download]], [[Commission Builder]], or [[Reconcile Company Payables]].  All operators with access to the Company tab can view company attachments.  
+
 
 +
 
 +
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Memowriter]].
 +
 
 +
=== Emails===
 +
Click '''Emails''' to show e-mails sent from or attached to Newton.  To attach an e-mail to a company, [[Email|drag and drop it from Outlook]] onto the company dashboard. 
 +
 
 +
[[File:Companytab-email.png]]
 +
 
 +
Only emails within the default filtered date range are initially displayed.  Select '''Click to show all Emails''' to remove the date filter.
 +
''(See [[Preferences#User Options|Setup -> Preferences -> User Options -> Default Band Date Range]] to change the value)''
 +
 
 +
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Email]].
 +
 
 +
=== Attachments ===
 +
Company tab attachments can be created through drag+drop, and automatically through [[Commission Download]], [[Commission Builder]], or [[Reconcile Company Payables]].   
 +
 
 +
Click the (+) next to '''Attachments''' to see attachments for company.  Click '''Add Attachment''' to add an attachment by browsing, or simply drag and drop a file or photo onto the company dashboard.
 +
 
 +
[[File:Companytab-attachments.PNG]]
 +
 
 +
Only attachments within the default filtered date range are initially displayed.  Select '''Click to show all''' to remove the date filter.
 +
''(See [[Preferences#User Options|Setup -> Preferences -> User Options -> Default Band Date Range]] to change the value)''
 +
 
 +
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Attachments]].
 +
 
 +
==== Secure Attachments ====
 +
 
 +
All [[Producer Profile|operators]] with access to the Company tab can view company attachments.  
  
 
Company tab attachments can be '''converted to secure attachments''' using a right-click menu.  After the conversion, the attachment will be removed from the company tab, and only available from the [[Management Tab]].
 
Company tab attachments can be '''converted to secure attachments''' using a right-click menu.  After the conversion, the attachment will be removed from the company tab, and only available from the [[Management Tab]].
  
 
[[File:Company-attach-convertsecure.png]]
 
[[File:Company-attach-convertsecure.png]]
 +
 +
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Management Tab]].
 +
 +
==== Reconcile Attachments ====
 +
The reconcile functions can  be configured to automatically create and store .PDF copies of the reports as each item is processed.  The .PDF copies can be stored on the various attachment bands within Newton, or externally in a user-specified folder.
 +
 +
[[File:Reconcile-actions-invoiceactions.png]]
 +
 +
[[File:Reconcile-archive-foldertree.png]]
  
  
See [[Attachment Integration]] for more information.
+
[[File:Ic_info_black_24dp.png]] For additional information, see: [[Newton_Release_Notes:_Spring_2017#Select_Actions_When_Reconcile_Completes|Select Actions When Reconcile Completes]].

Latest revision as of 21:52, 24 May 2018

Ic description black 24dp.png Newton User Guide: Newton Interface Overview
Ic info black 24dp.png Required Software Version: March 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

This page provides an overview of the Company Tab that displays by selecting Company -> Add Company Tab from the Main Menu.

The Main Menu, User Dashboard Tab, Client Tab, Policy Dashboard, Policy & Billing, Company Tab, Vendor Tab, and Management Tab are the primary interfaces and dashboards within Newton.

Find a Company

A Company Tab is created by selecting Company -> Add Company Tab from the Main Menu.

Multiple company tabs can be opened at the same time, similar to tabs in a browser. When an operator is finished with a company, the current tab can be switched to a new company profile, or the company tab can be closed entirely.

Companytab-full.png


The company drop list provides a quick search feature which automatically searches company names or codes for partial or complete matches. Select the drop-down box, enter the company code or name in the drop-down field and press <Enter> or <TAB> when finished.

Example: There are dozens of company profiles, many with similar names. After entering "trav”, all matching results are displayed.

Companytab-summarypanel-dropsearch.png


By default, inactive companies are not included in the drop-down list. To load an inactive company, first select the "Include Inactive Companies" check box.

Companytab-summarypanel-inactive.png

Create a Company

To enter a new company into Newton, you should always search existing companies first to avoid creating duplicates. Remember to include inactive companies.

Ic info black 24dp.png For more information, see: Company Profile.

Company Tab Interface

The company tab contains company information such as contact numbers, and data tabs for different data types such as contacts, policies, attachments and more.

The main menu is not specific to the Company Tab, displayed at the top of the Newton window.

Newton-mainmenu.png

Ic info black 24dp.png See: Main Menu and Tab Navigation for more information.

Company Tab: Summary Panel

The company summary panel is below the main menu. The summary panel includes the company selection drop-down box, and company details.

Companytab-summarypanel.png

Company Details
  • Company name and number.
  • Both company phone and fax numbers.
  • Company Accounting Address.

Companytab-summarypanel-icons.png

Action Icons
  • Edit: Edit Company - Edits the current Company Profile.
  • Contact Card: Contact List - Lists contacts for the current company in a window.
  • Globe: View Website - Opens the company website in a browser.
  • Printer: Dymo - Send company address to a Dymo label printer.
  • Street Sign: View Map - Opens a map to the company address in a browser.
  • House: Reload Tab - Clears any filters and sub-tabs and reloads the current company tab.
  • Up Arrow: Pop Out Tab - Opens the current tab as a window. Select again to reload the company window as a company tab.
  • Exit: Exit Tab - Closes the current tab.

Company Tab: Company Dashboard

After searching for and loading a company, the Company Dashboard tab is displayed below the Summary Panel.

Companytab-dashboard.png

Company Dashboard Toolbar

Companytab-dashboard-toolbar.png

Company Dashboard Toolbar
  • Refresh: Reload the data on the selected tab. To reload the entire company, select the house icon within the summary panel.
  • Find Text: Jump to text on the page.
  • Create Item: Menu of company action items in addition to the Create Item links at the beginning of expanded data bands (+).
  • Activity Search: Find and the filter the email and attachment data bands for a specific word or value.
  • Include Subsidiaries: Deselect remove subsidiaries from the Policies band. (See the policy section below).

Contacts

Contacts are listed as the first band on the company dashboard tab. Company contacts can be selected when sending an email, creating a claim or creating a Diary.

Companytab-contacts.png


Contacts are sorted in alphabetical order by department. Contacts without a department are listed first. To view the full details for a contact, click the contact name within the Name column.

To create a new contact, select Create Contact within the Contacts band, or select the contact card within the company tab summary panel. (Requires Security System: Profiles -> Company -> Entry access.)

Ic info black 24dp.png A spreadsheet of active company contacts can be exported including contact email addresses. Inactive companies are not included.

Notes

Company notes can be configured to display automatically within the Notes band, or pop-up automatically in a window.

Diaries

Any diary created from the Policy Dashboard will automatically include the policy company, and display on the Company tab. Select Create Diary from the company tab to create a diary that is only associated with the company, not a specific policy or client.

Ic info black 24dp.png For additional information, see: Diary.

Submissions

Submissions with an open status will always be displayed, regardless of their date.

Ic info black 24dp.png For additional information, see: Submission.

Policies

Any policy with a current or future expiration date is displayed. Click the policy number to open the Policy Dashboard. The premium and invoice totals of all the policies are shown here. Clicking the Premium, Invoiced, or Est Annual Prem amount for any policy record will open Policy & Billing.

Companytab-policies.png


Transaction, Class, and Company columns will only display the code. Holding the mouse pointer over each code will display the full name.

The Billed column displays the company code assigned to first invoice line on the policy. If the current transaction has not been invoiced, the billing company for the most recent invoice is displayed. If the policy has never been invoiced, nothing will be listed.

Companytab-policies-billed.png

Ic info black 24dp.png For additional information, see: Policy: Create A Policy.

Include Subsidiaries

The Policies band and expired policies section of the company tab will automatically display any policy written to the parent company and assigned subsidiaries.

Companytab-dashboard-toolbar-subsidiaries.png


The Policies band will also include a Company column if the selected company code is a parent company with assigned subsidiaries. The column displays the policy company for each item.

Companytab-policies-parent.png


To list only policies assigned directly to the parent company, deselect Include Subsidiaries within the Company Dashboard Toolbar.

Ic info black 24dp.png For additional information, see: Company Profile - Parent Company

Total Policy Count and Premium

A row below all active items will display the number of records and the totals for each of the columns: Premium, Invoiced, and Estimated Annual Premium. If the mouse pointer is held over the policy count, or each column total, a numeric break-down by Policy, Quote, and Binder will display.

The policy list provides a Right Click option to copy the list to the clipboard. After copying the list, open Microsoft Excel and paste the contents into a spreadsheet.

Companytab-policies-copy.png


Ic info black 24dp.png For additional information, see: Management Tab.

Quotes and Expired Policies

The Policies band on the company tab will exclude quotes by default. Quotes can be displayed by right-clicking, and selecting “Include Quotes”. Quotes appear in green, and cancelled policies still in force display in red.

Releasenotes-company-policy-rightclick.png

The Expired Policies sub-band only displays policies and quotes expired within the previous three years.

Memos

Memos are word-processing documents that provide the ability to create form letter templates that can be used to quickly merge data fields.

Companytab-memo-saveas.png


Company contacts also have Memowriter merge codes.

Memowriter-merge-companycontact.png


Ic info black 24dp.png For additional information, see: Memowriter.

Emails

Click Emails to show e-mails sent from or attached to Newton. To attach an e-mail to a company, drag and drop it from Outlook onto the company dashboard.

Companytab-email.png

Only emails within the default filtered date range are initially displayed. Select Click to show all Emails to remove the date filter. (See Setup -> Preferences -> User Options -> Default Band Date Range to change the value)

Ic info black 24dp.png For additional information, see: Email.

Attachments

Company tab attachments can be created through drag+drop, and automatically through Commission Download, Commission Builder, or Reconcile Company Payables.

Click the (+) next to Attachments to see attachments for company. Click Add Attachment to add an attachment by browsing, or simply drag and drop a file or photo onto the company dashboard.

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Only attachments within the default filtered date range are initially displayed. Select Click to show all to remove the date filter. (See Setup -> Preferences -> User Options -> Default Band Date Range to change the value)

Ic info black 24dp.png For additional information, see: Attachments.

Secure Attachments

All operators with access to the Company tab can view company attachments.

Company tab attachments can be converted to secure attachments using a right-click menu. After the conversion, the attachment will be removed from the company tab, and only available from the Management Tab.

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Ic info black 24dp.png For additional information, see: Management Tab.

Reconcile Attachments

The reconcile functions can be configured to automatically create and store .PDF copies of the reports as each item is processed. The .PDF copies can be stored on the various attachment bands within Newton, or externally in a user-specified folder.

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Ic info black 24dp.png For additional information, see: Select Actions When Reconcile Completes.