Difference between revisions of "Main Page"

From Agency Systems Wiki
Jump to navigation Jump to search
m (Removed protection from "Main Page")
(28 intermediate revisions by the same user not shown)
Line 3: Line 3:
 
'''Welcome to the Newton by Agency Systems Wiki.'''
 
'''Welcome to the Newton by Agency Systems Wiki.'''
  
[http://www.agencysystems.com AgencySystems.com] | [http://mynewtoncampus.com MyNewtonCampus.com] | [http://www.facebook.com/pages/Newton-by-Agency-Systems/170910319590056 Facebook.com] | [http://twitter.com/agencysystems Twitter.com] | [http://youtube.com/AgencySystems YouTube.com]
+
[https://agencysystems.com AgencySystems.com] | [[Newsletter]] | [https://www.facebook.com/Newton-by-Agency-Systems-170910319590056/ Facebook.com] | [https://twitter.com/agencysystems Twitter.com] | [https://www.youtube.com/user/AgencySystems/playlists YouTube.com]
[[Newton News Archive]] | [[Newton Release Notes: September 2015|Current Release: September 2015]] | [[:Category: Release Notes|Release Notes Archive]]</div>
+
[[Newton Release Notes: Summer 2018]] | [[:Category: Release Notes|Release Notes Archive]]</div>
  
 
<!-- -------- Start table -->
 
<!-- -------- Start table -->
 +
{| style="width:100%; border-spacing:8px; margin:0px;" cellpadding="8";
 +
|-style="text-align:center;"
 +
<!-- -------- Start left column -->
 +
| style="width:33%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" |
 +
[[File:Ic_description_black_48dp.png|link=Newton User Guide]] <span style="font-size:140%;;">[[Newton User Guide]]</span>
 +
 +
<!-- -------- Start middle column -->
 +
| style="width:33%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" |
 +
[[File:Ic settings applications black 48dp.png|link=Workstation Installation Instructions]] <span style="font-size:140%;">[[Workstation Installation Instructions|Workstation Installation]]</span>
 +
 +
<!-- -------- Start right column -->
 +
| style="width:33%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" |
 +
[[File:Ic_live_help_black_48dp.png|link=Help:Contents]] <span style="font-size:140%;">[[Help:Contents|Contact Support]]</span>
 +
|}
 +
 +
<!-- -------- Start table2 -->
 
{| style="width:100%; border-spacing:8px; margin:0px;" cellpadding="8"
 
{| style="width:100%; border-spacing:8px; margin:0px;" cellpadding="8"
 
|-
 
|-
<!-- -------- Start left column -->
+
| style="width:100%; background:#f6fafd; border:1px solid #E3EEF7; vertical-align:top;" |
| style="width:50%; background:#f6fafd; border:1px solid #E3EEF7; vertical-align:top;" |
+
 
 +
<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Sections</h2>
 +
'''[[Implementation Process Overview|New Agency Implementation Process Overview]]'''
 +
 
 +
'''[[Newton User Guide#Installation|Installation]]'''
 +
 
 +
'''[[Newton User Guide#Newton Interface Overview|Newton Interface Overview]]'''
 +
 
 +
'''[[Newton User Guide#Setup Profiles|Setup Profiles]]'''
 +
 
 +
'''[[Newton User Guide#Client|Client]]'''
 +
 
 +
'''[[Newton_User_Guide#Policy|Policy]]'''
 +
 
 +
'''[[Newton User Guide#Forms|Forms]]'''
 +
 
 +
'''[[Newton User Guide#Correspondence|Correspondence (Email, Attachments, Batch Send, Fax, Memos)]]'''
 +
 
 +
'''[[Newton User Guide#Suspense|Suspense]]'''
 +
 
 +
'''[[Newton_User_Guide#Accounting_-_Invoice.2FBilling|Accounting - Invoice/Billing]]'''
 +
 
 +
'''[[Newton User Guide#Other|Accounting (Other), Management and more]]'''
 +
 
 +
<!-- -------- Start right column -->
 +
|-
 +
| style="width:100%; background:#f6fafd; border:1px solid #E3EEF7; vertical-align:top;" |
  
 
<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Help by Category</h2>
 
<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Help by Category</h2>
Line 17: Line 59:
 
*'''[[Training 6: Accounting|Accounting]]'''
 
*'''[[Training 6: Accounting|Accounting]]'''
 
*:[[:Category:Cash|Cash]]
 
*:[[:Category:Cash|Cash]]
 +
*::[[Deposit (disambiguation)|Client and Company Deposits]]
 
*:[[:Category:Checks|Checks]]
 
*:[[:Category:Checks|Checks]]
*:[[:Category:Invoice|Invoice (Agency Bill or Direct Bill)]]
+
*:[[:Category:Invoice|Invoice (Agency Bill or Direct Bill)]] - [[Invoice: Create An Invoice|Create]], [[Invoice: Edit An Invoice|Edit]], [[Invoice: Delete An Invoice|Delete]], and [[Invoice: Adjust An Invoice|Adjust]].
 
*:[[:Category:Payables|Payables]]
 
*:[[:Category:Payables|Payables]]
 
*:[[:Category:Receivables|Receivables]]  
 
*:[[:Category:Receivables|Receivables]]  
*::[[Deposit (disambiguation)|Client and Company Deposits]]
 
 
*:[[Reconcile (disambiguation)|Reconcile]]
 
*:[[Reconcile (disambiguation)|Reconcile]]
 
*'''[[:Category:Attachment|Attachments]]'''
 
*'''[[:Category:Attachment|Attachments]]'''
 
*'''[[:Category:Download|Download]]'''
 
*'''[[:Category:Download|Download]]'''
 
*:[[Daily Process for Policy Downloads]]
 
*:[[Daily Process for Policy Downloads]]
*:[[Daily_Process_for_Policy_Downloads#Step_3:_Pending_Tab:_Address_Any_Notes_or_Errors|Daily Process: Address Any Notes or Errors]]
+
*::[[Daily_Process_for_Policy_Downloads#Step_3:_Pending_Tab:_Address_Any_Notes_or_Errors|Daily Process: Address Any Notes or Errors]]
*:[[Direct Bill: Commission Statement Processing]]
+
*:[[Commission Download]] and [[Commission Builder]]
*:[[Direct Bill: Commission Notes and Errors]]
+
*::[[Direct Bill: Commission Notes and Errors]]
 
*'''[[:Category:Email|Email]]'''
 
*'''[[:Category:Email|Email]]'''
 
*'''[[:Category:Forms|Forms]]'''
 
*'''[[:Category:Forms|Forms]]'''
 
*'''[[:Category: Marketing|Marketing]]'''
 
*'''[[:Category: Marketing|Marketing]]'''
*:[[:Category:Memo Writer|Memo Writer]]
+
*:[[:Category:Memowriter|Memowriter]]
 
*'''[[:Category:Policy Tasks|Policy Tasks]]'''
 
*'''[[:Category:Policy Tasks|Policy Tasks]]'''
 
*'''[[:Category:Profiles|Profile Setup (Agency, Users, General Ledger)]]'''
 
*'''[[:Category:Profiles|Profile Setup (Agency, Users, General Ledger)]]'''
Line 45: Line 87:
 
*:[[Make Text and Other Items Larger or Smaller]]
 
*:[[Make Text and Other Items Larger or Smaller]]
 
*:[[Workstation Installation Instructions]]
 
*:[[Workstation Installation Instructions]]
 
+
*'''[[:Category:Third-Party Integration|Third Party Integration]]'''
<!-- -------- Start right column -->
 
| style="width:50%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" |
 
 
 
<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Training Guides</h2>
 
 
 
'''[http://mynewtoncampus.com/getting-started/ Visit: My Newton Campus - Getting Started]'''
 
*[[Implementation Process Overview|New Agency Implementation Process Overview]]
 
*[[Training 1: Newton Interface Overview]]
 
*[[Training 2: Setting Up Your Agency]]
 
*[[Training 3: Entering Policy Information]]
 
*[[Training 4: ACORD Forms]]
 
*[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]
 
*[[Training 6: Accounting]]
 
*[[Training 7: Management]]
 
 
 
<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Product Integration</h2>
 
 
 
'''[[:Category:Third-Party Integration|Click here to view all Third Party Integration opportunities]].'''
 
*'''[[:Category:Download|Download Integration]]'''
 
*:[[Certified Download Companies]]
 
*'''[[DataView Integration|Management Integration: DataView]]'''
 
*'''[[MyInsuranceDashboard.com Integration|Website Integration: MyInsuranceDashboard.com]]'''
 
*'''[[NOVA Express Integration|Marketing Integration: NOVA Express]]'''
 
*'''[[:Category:Rating Integration|Rating Integration]]'''
 
*:[[EZ Lynx Rating Integration|EZ Lynx]]
 
*:[[PL Rating Integration (Vertafore)|PL Rating / Silverplume (Vertafore)]]
 
*:[[SEMCAT Rating Integration|SEMCAT]]
 
*'''[[Policy View|Real Time Company Integration: Policy View]]'''
 
*:[[Policy View Companies|Policy View Companies]]
 
 
 
 
|}
 
|}

Revision as of 15:20, 13 November 2019