Difference between revisions of "Main Page"

From Agency Systems Wiki
Jump to navigation Jump to search
(→‎Training Guides: altered link to implementation guide)
 
(84 intermediate revisions by 2 users not shown)
Line 1: Line 1:
{{DISPLAYTITLE:<span style="display:none"></span>}}
+
{{DISPLAYTITLE:<span style="display:none"></span>}}__NOTOC__
 +
<div style="text-align:center;">
 
'''Welcome to the Newton by Agency Systems Wiki.'''
 
'''Welcome to the Newton by Agency Systems Wiki.'''
----
 
To search for a page, use the search field in the top right corner of the web page. 
 
  
[[Special:Categories|Click here for a list of all categories]].
+
[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 Release Notes: Spring 2020]] | [[:Category: Release Notes|Release Notes Archive]]</div>
  
To access the legacy knowledge base system, see http://www.agencysystems.com/knowledge-base
+
<!-- -------- 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>
  
== New Features and Product Guides ==
+
<!-- -------- Start middle column -->
[http://www.facebook.com/pages/Newton-by-Agency-Systems/170910319590056 Facebook.com] [http://twitter.com/agencysystems Twitter.com] [http://youtube.com/AgencySystems YouTube.com]
+
| style="width:33%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" |
==== Newsletter ====
+
[[File:Ic settings applications black 48dp.png|link=Workstation Installation Instructions]] <span style="font-size:140%;">[[Workstation Installation Instructions|Workstation Installation]]</span>
[http://www.icontact-archive.com/YEDwjSNaO72nCHgXpDMQnQoU0opNfC61?w=3 Current Newsletter - April 29 2014]
 
  
[[Newsletter Archive|Archive]]
+
<!-- -------- 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>
 +
|}
  
==== Release Notes ====
+
<!-- -------- Start table2 -->
 +
{| style="width:100%; border-spacing:8px; margin:0px;" cellpadding="8"
 +
|-
 +
| style="width:100%; background:#f6fafd; border:1px solid #E3EEF7; vertical-align:top;" |
  
[[Newton Release Notes: March 2014|Current Release: March 2014]]
+
<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]]'''
  
[[:Category: Release Notes|Newton Release Notes and MyInsuranceDashboard Release Notes Archive]]
+
'''[[Newton User Guide#Installation|Installation]]'''
  
==== Training Guides ====
+
'''[[Newton User Guide#Newton Interface Overview|Newton Interface Overview]]'''
[[Implementation Process Overview]]
 
  
[[Training 1: Newton Interface Overview]]
+
'''[[Newton User Guide#Setup Profiles|Setup Profiles]]'''
  
[[Training 2: Setting Up Your Agency]]
+
'''[[Newton User Guide#Client|Client]]'''
  
[[Training 3: Entering Policy Information]]
+
'''[[Newton_User_Guide#Policy|Policy]]'''
  
[[Training 4: ACORD Forms]]
+
'''[[Newton User Guide#Forms|Forms]]'''
  
[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]
+
'''[[Newton User Guide#Correspondence|Correspondence (Email, Attachments, Batch Send, Fax, Memos)]]'''
  
[[Training 6: Accounting]]
+
'''[[Newton User Guide#Suspense|Suspense]]'''
  
[[Training 7: Management]]
+
'''[[Newton_User_Guide#Accounting_-_Invoice.2FBilling|Accounting - Invoice/Billing]]'''
  
== Product Integration ==
+
'''[[Newton User Guide#Other|Accounting (Other Processes and Reports)]]'''
==== Download Integration ====
 
[[:Category:Download|Download Integration]]
 
  
[[Certified Download Companies]]
+
<!-- -------- Start right column -->
 +
|-
 +
| style="width:100%; background:#f6fafd; border:1px solid #E3EEF7; vertical-align:top;" |
  
==== Management Integration ====
+
<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>
[http://www.agencysystems.com/news/video-dataview-newton-s-new-premium-integrated-reporting-package Dataview Integration]
 
  
[[MyInsuranceDashboard.com Integration |MyInsuranceDashboard.com Integration]]
+
'''[[Special:Categories|////////// Click Here: View All Wiki Categories \\\\\\\\\\]]'''
 
+
*'''[[Training 6: Accounting|Accounting]]'''
==== Marketing Integration ====
+
*:[[:Category:Cash|Cash]]
[http://www.agencysystems.com/news/video-nova-express NOVA Express Marketing Integration]
+
*::[[Deposit (disambiguation)|Client and Company Deposits]]
 
+
*:[[:Category:Checks|Checks]]
==== Rating Integration ====
+
*:[[: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:Rating Integration|Rating Integration]]
+
*:[[:Category:Payables|Payables]]
 
+
*:[[:Category:Receivables|Receivables]]  
==== Real Time Company Integration ====
+
*:[[Reconcile (disambiguation)|Reconcile]]
[[Policy View]]
+
*'''[[:Category:Attachment|Attachments]]'''
 
+
*'''[[:Category:Download|Download]]'''
[[Policy View Companies|Policy View Companies]]
+
*:[[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]]
== Technical References ==
+
*:[[Commission Download]] and [[Commission Builder]]
[[:Category:Technical|List of All Pages in Category:Technical]]
+
*::[[Direct Bill: Commission Notes and Errors]]
 
+
*:[[XML Activity and Claims Download]]
[[Hardware Recommendations]]
+
*'''[[:Category:Email|Email]]'''
 
+
*'''[[:Category:Forms|Forms]]'''
[[Workstation Installation Instructions]]
+
*'''[[:Category: Marketing|Marketing]]'''
 
+
*:[[:Category:Memowriter|Memowriter]]
[[Server Update Instructions]]
+
*'''[[:Category:Policy Tasks|Policy Tasks]]'''
 +
*'''[[:Category:Profiles|Profile Setup (Agency, Users, General Ledger)]]'''
 +
*'''[[:Category:Reports|Reports]]'''
 +
*:[[Automatic Reports]]
 +
*:[[:Category:Client Query Wizard|Client Query Wizard]]
 +
*:[[Premium Volume (disambiguation)|Premium Volume]]
 +
*'''[[:Category:Technical|Technical References]]'''
 +
*:[[:Category:Error|Error Codes]]'''
 +
*:[[Hardware Recommendations]]
 +
*:[[Make Text and Other Items Larger or Smaller]]
 +
*:[[Workstation Installation Instructions]]
 +
*'''[[:Category:Third-Party Integration|Third Party Integration]]'''
 +
|}

Latest revision as of 16:24, 14 August 2020