The user Dashboard Tab was introduced with the July 2013 update to Newton by Agency Systems. The Dashboard Tab was designed to allow the user to work “To Do” items and perform policy service from one central location. All items contained on a user’s Dashboard Tab are specific to the current operator, providing a focused experience without the requirement of running traditional printed reports.

The Dashboard Tab has been enhanced with each release to provide additional features and functionality. The latest version of the user Dashboard Tab includes the enhanced tabbed interface. The new interface includes a fully customizable user favorites list for common reports such as the balance sheet, or other menu items such as reconcile receivables or payables.

Dashboard Tab Favorites

Adding items to the user favorites list is easy.

  1. Select Favorites -> Edit List to choose the desired menu options.
  2. Double-click on each menu to add it to the user favorites list on the left.
  3. Highlight a specific item and select Up or Down to update the order of the list.
  4. When finished, select Save.

Dashboard Tab Edit Favorites

The customized user favorites list is now available from the user Dashboard Tab, providing an even better user-focused method for working within your management system.

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