Difference between revisions of "Newton User Guide"

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(Created page with "Category:Training Guides <table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"> <t...")
 
 
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<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 
<tr>
 
<tr>
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     <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
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     <td>[[File:Ic_info_black_24dp.png|link=:Category:Release Notes]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
 
</tr>
 
</tr>
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
     <td>Related Pages</td>
 
     <td>Related Pages</td>
 
</tr>
 
</tr>
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<tr>  
+
<tr>
 
<td>
 
<td>
 
<ul>
 
<ul>
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This page provides an overview for Newton by Agency Systems.  ''(This page is currently in progress, and will be updated regularly.)''
 
This page provides an overview for Newton by Agency Systems.  ''(This page is currently in progress, and will be updated regularly.)''
  
−
[[File:Ic_info_black_24dp.png]] [[Special:Search|Click here to search for a specific page]].  
+
[[File:Ic_info_black_24dp.png|link=Special:Search]] [[Special:Search|Click here to search for a specific page]].  
  
 
== Installation ==
 
== Installation ==
−
;[[Implementation Process Overview]]
+
;[[File:Ic_info_black_24dp.png|link=Implementation Process Overview]] [[Implementation Process Overview]]
 
*[[Workstation Installation Instructions]]
 
*[[Workstation Installation Instructions]]
 
*:[[Hardware Recommendations]]
 
*:[[Hardware Recommendations]]
 
*:[[Installation Environment and Network Requirements]]
 
*:[[Installation Environment and Network Requirements]]
 
*:[[Make Text and Other Items Larger or Smaller]]
 
*:[[Make Text and Other Items Larger or Smaller]]
−
*[[Ajasent Hosting]]
+
*[https://agencysystems.com/support/resources/#neptune9 Neptune9 - Newton Dedicated Cloud Hosting]
 
*[[Backup Information]]
 
*[[Backup Information]]
 
*[[Agency Systems Software Subscription Code|Subscription Code]]
 
*[[Agency Systems Software Subscription Code|Subscription Code]]
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== Newton Interface Overview ==
 
== Newton Interface Overview ==
−
;[[Log in to Newton by Agency Systems]]
+
;[[File:Ic_info_black_24dp.png|link=Log in to Newton by Agency Systems]] [[Log in to Newton by Agency Systems]]
 
*[[Main Menu and Tab Navigation]]
 
*[[Main Menu and Tab Navigation]]
 
*[[User Dashboard Tab]]
 
*[[User Dashboard Tab]]
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==Setup Profiles==
 
==Setup Profiles==
−
;[[Setting Up Your Agency (Users, Profiles, Accounting)]]
+
;[[File:Ic_info_black_24dp.png|link=Setting Up Your Agency (Users, Profiles, Accounting)]] [[Setting Up Your Agency (Users, Profiles, Accounting)]]
 
*[[Agency Profile]]
 
*[[Agency Profile]]
 
*[[Bank Profile]]
 
*[[Bank Profile]]
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*[[General Ledger Profile]]
 
*[[General Ledger Profile]]
 
*[[Producer Profile|Producer Profile (Users)]]
 
*[[Producer Profile|Producer Profile (Users)]]
 +
*[[Transaction Profile]]
 
*[[Vendor Profile]]
 
*[[Vendor Profile]]
 
*[[Report: Newton Add-on Reports|Newton Add-on Reports]]
 
*[[Report: Newton Add-on Reports|Newton Add-on Reports]]
 +
*[[Preferences]]
  
 
== Client ==
 
== Client ==
−
;[[Client Profile]]
+
;[[File:Ic_info_black_24dp.png|link=Client Profile]] [[Client Profile]]
 
*[[Client Keyword Search|Find a Client or Prospect]]
 
*[[Client Keyword Search|Find a Client or Prospect]]
 
*[[Policy Keyword Search|Find a Client by Policy Number]]
 
*[[Policy Keyword Search|Find a Client by Policy Number]]
 
*[[Named Insured Keyword Search|Find an Agent by Named Insured]]
 
*[[Named Insured Keyword Search|Find an Agent by Named Insured]]
 +
*[[Cross-Agency Search]]
 
*[[Client Tab]]
 
*[[Client Tab]]
 
*:[[Client Tab: Client Dashboard]]
 
*:[[Client Tab: Client Dashboard]]
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*[[Client: Related Clients (Cross-Reference)]]
 
*[[Client: Related Clients (Cross-Reference)]]
 
*[[Client: User Code, Territory, and Source of Business Profile]]
 
*[[Client: User Code, Territory, and Source of Business Profile]]
−
*[[Client Profile#Client: Delete a Client|Client: Delete a Client]]
+
*[[Client Profile#Delete a Client|Client: Delete a Client]]
 
*[[Client Profile#How_do_I_recover_a_deleted_client.3F|Client: Recover a Deleted Client]]
 
*[[Client Profile#How_do_I_recover_a_deleted_client.3F|Client: Recover a Deleted Client]]
 +
 +
==Events==
 +
*[[Events#Creating New Event|Creating New Event]]
 +
*[[Events#Completing Steps on Event|Completing Steps on Event]]
 +
*[[Events#Event Templates|Event Templates]]
  
 
==Policy ==
 
==Policy ==
−
[[Policy Keyword Search|Policy: Find a Policy, Quote, or Binder]]
+
;[[File:Ic_info_black_24dp.png|link=Policy & Billing]] [[Policy & Billing]]
 +
*[[Policy Keyword Search|Policy: Find a Policy, Quote, or Binder]]
 +
*[[Policy: Create A Policy]]
 +
 
 +
 
 +
;[[File:Ic_info_black_24dp.png|link=Policy Dashboard]] [[Policy Dashboard]]
 +
*[[Policy: Endorse A Policy]]
 +
*[[Policy: Renew A Policy]]
 +
*[[Policy: Cancel A Policy]]
 +
*[[Policy: Reinstate A Policy]]
 +
*[[Policy: Rewrite A Policy]]
 +
*[[Policy: Insert An Audit Transaction Or Prior Term Endorsement]]
 +
*[[Policy: Convert A Quote To A Policy]]
 +
*[[Policy: Change A Policy Number]]
 +
*[[Policy: Move A Policy To Another Client]]
 +
*[[:Category: Policy Tasks|Category: Policy Tasks]]
 +
 
 +
 
 +
;[[File:Ic_info_black_24dp.png|link=Claims]] [[Claims]]
 +
 
 +
== Forms ==
 +
;[[File:Ic_info_black_24dp.png|link=Forms]] [[Forms]]
 +
*[[Forms: Certificate of Insurance]]
 +
*[[Forms: Drivers]]
 +
*[[Forms: Evidence of Property]]
 +
*[[Forms: Vehicles]]
 +
*[[Forms: Form Bundle]]
 +
*[[Forms: Print Or Email A Blank Form]]
 +
*[[EZ Lynx Rating Integration]]
 +
*[[:Category:New York State Insurance Forms|New York State Insurance Forms]]
 +
 
 +
 
 +
;[[File:Ic_info_black_24dp.png|link=Forms: Configure Forms]] [[Forms: Configure Forms]]
 +
*[[Forms: Configure Agency Address by Department (Location)]]
 +
*[[Forms: New York Driver ID Card Configuration]]
 +
*[[Forms: New York Driver ID Card Configuration by Department]]
 +
*[[Scan An Electronic Signature]]
 +
 
 +
== Correspondence ==
 +
;[[File:Ic_info_black_24dp.png|link=Attachments]] [[Attachments]]
 +
*[[Attachments: Tag Setup]]
 +
 
 +
 
 +
;[[File:Ic_info_black_24dp.png|link=Email]] [[Email]]
 +
*[[Email: Email Signature]]
 +
 
 +
 
 +
;[[File:Ic_info_black_24dp.png|link=Batch Send]] [[Batch Send]]
 +
*[[Fax Integration]]
 +
 
 +
 
 +
;[[File:Ic_info_black_24dp.png|link=Memowriter]] [[Memowriter]]
 +
*[[Memowriter: Create A Form Letter Template]]
 +
*[[Memowriter: Sample Memo Templates]]
 +
*[[Memowriter: Client Memo]]
 +
*[[Memowriter: Policy Memo]]
 +
 
 +
== Suspense ==
 +
;[[File:Ic_info_black_24dp.png|link=Diary]] [[Diary]]
 +
*[[Download Alerts]]
 +
 
 +
== Accounting - Invoice/Billing ==
 +
;[[File:Ic_info_black_24dp.png|link=:Category:Invoice]] [[:Category:Invoice|Billing Types]]
 +
*[[Agency Bill]]
 +
*[[Agency Bill (Broker Billed)]]
 +
*[[Direct Bill]]
 +
*[[Direct Bill (Broker Billed)]]
 +
 
 +
;[[File:Ic_info_black_24dp.png|link=Invoice: Create An Invoice]] [[Invoice: Create An Invoice]]
 +
*[[Invoice: Create An Invoice - Installment Billing]]
 +
*[[Invoice: Create An Invoice - Premium Finance]]
 +
*[[Invoice: Create An Invoice - Premium Finance: Return Premium To Finance Company]]
 +
*[[Invoice: Override Payee On Invoice (Mortgagee Invoices)]]
 +
*[[Agency Fee Wizard]]
 +
;[[File:Ic_info_black_24dp.png|link=Invoice: Find An Invoice]] [[Invoice: Find An Invoice]]
 +
*[[Invoice: Print An Invoice]]
 +
*[[Add Agency Logo to Custom Invoice and Statement]]
 +
 
 +
== Accounting (Other Processes and Reports) ==
 +
*[[Month-End Process]]
 +
*[[Year-End]]
 +
;[[File:Ic_info_black_24dp.png|link=:Category:Agency Bill]] [[:Category:Agency Bill|Agency Bill Processes]]
 +
*[[:Agency Bill: Adjust Client Receivable - Client Paid Carrier Direct|Adjust Client Receivable - Client Paid Carrier Direct]]
 +
*[[:Agency Bill: Adjust Client Receivable - Write Off Small Balance or Bad Debt|Adjust Client Receivable - Write Off Small Balance or Bad Debt]]
 +
*[[Invoice_Summary|Invoice Summary Report]]
 +
 
 +
== Download ==
 +
;[[File:Ic_info_black_24dp.png|link=:Category:Rating Integration]] [[:Category:Rating Integration|Rating Integration]]
 +
*[[AccuAuto Rating Integration]]
 +
*[[ACS2000 Rating Integration]]
 +
*[[Evolution Rating Integration (Capital Rating)]]
 +
 
 +
== Other ==
 +
Documentation below is currently being updated.
 +
 
 +
'''[[Special:Categories|All Categories]]'''
 +
*'''[[Training 6: Accounting|Accounting]]'''
 +
*'''[[:Category:Download|Download]]'''
 +
*'''[[Training 7: Management|Management]]'''

Latest revision as of 14:22, 20 April 2020

Ic info black 24dp.png Required Software Version: Spring 2017
Related Pages
Related Categories

This page provides an overview for Newton by Agency Systems. (This page is currently in progress, and will be updated regularly.)

Ic info black 24dp.png Click here to search for a specific page.

Installation

Ic info black 24dp.png Implementation Process Overview

Newton Interface Overview

Ic info black 24dp.png Log in to Newton by Agency Systems

Setup Profiles

Ic info black 24dp.png Setting Up Your Agency (Users, Profiles, Accounting)

Client

Ic info black 24dp.png Client Profile

Events

Policy

Ic info black 24dp.png Policy & Billing


Ic info black 24dp.png Policy Dashboard


Ic info black 24dp.png Claims

Forms

Ic info black 24dp.png Forms


Ic info black 24dp.png Forms: Configure Forms

Correspondence

Ic info black 24dp.png Attachments


Ic info black 24dp.png Email


Ic info black 24dp.png Batch Send


Ic info black 24dp.png Memowriter

Suspense

Ic info black 24dp.png Diary

Accounting - Invoice/Billing

Ic info black 24dp.png Billing Types
Ic info black 24dp.png Invoice: Create An Invoice
Ic info black 24dp.png Invoice: Find An Invoice

Accounting (Other Processes and Reports)

Ic info black 24dp.png Agency Bill Processes

Download

Ic info black 24dp.png Rating Integration

Other

Documentation below is currently being updated.

All Categories

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