User Preferences and Customizations

The Newton by Agency Systems design focuses on anticipating what users might need to do, and ensures that the interface has elements that are easy to access, understand, and use to facilitate those actions. Even with an intuitive user interface, it is important to provide a flexible list of options based on the unique needs of each user.

With the latest release of Newton, there are a number of new user preferences which can be modified to work best with the unique workflows that each user follows every day. The new expanded user preferences were designed to improve flexibility and accessibility for our diverse range of customers.


How do I access the user preferences?

Each user can modify a number of options specific to their Newton operator code. Select Other -> Preferences from the main menu.

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Can I expand the contacts or policies client bands by default?

Yes. Default band settings are available for the Client Dashboard on the User Options tab. Selected types will automatically expand when the Client Dashboard is loaded.


Policy Express and the Diary interface previously opened as a window instead of a tab. Can this be changed?

Yes. Both the Policy Express and the Diary screens are available as either a full screen top tab, or as a classic pop up window. Select the User Options tab, then select either the Policy Express or Diary screen drop-downs and choose the Tabbed or Windows.


How do I increase the font size within Newton?

There are a number of ways to increase the font size within Newton. Select User Options -> Band font size to increase the font used by the information bands on the Dashboard Tab (User), Client Tab, Management Tab, Company Tab, and more.

For additional font and usability options, see: Usability Options for Agency Systems.


Are there additional options not outlined above?

Yes. The user favorites list is available on the Dashboard Tab, and is specific to the current operator. Additional user preferences are also outlined on the Newton Wiki.


My preferences does not list all of the options pictured above. Do I need an update?

Yes. The options above are included in the latest release of Newton.


I need help understanding some of the new options. Can I schedule a training session?

Yes. Ongoing education with Newton is provided at no charge.

Enhanced Tabbed Interface

Newton by Agency Systems now features an enhanced tabbed interface providing additional customization, flexibility, and control for the primary data dashboards.

The primary navigation for Newton by Agency Systems has contained a number of static navigation tabs for many years. Over time the capabilities for each of the tabs have been enhanced, but the same static number of tabs has remained constant.

Many tabs contained sub-tabs to separate different data views, such as expired policies, accounting, attachments, and download. The sub-tabs have been located at the bottom of the primary tabs, and have often displayed information in a more basic list view compared to the comprehensive band view available on the primary tabs.


Customized Tab Count

The enhanced tabbed interface provides users with the ability to control the number of active tabs, similar to tabs in a web browser. In addition to the Client and Company Tab changes, the new Policy Express dashboard and Diary windows now open as full screen tabs.

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More than four Client Tabs can now be opened simultaneously, or closed entirely when finished.

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The updated Company Tab can be opened and closed just like the Client Tab, with multiple company tabs allowed at once for the first time.

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A new Vendor Tab is also available for the first time, with the same customization options available to the Company and Client Tabs.

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Easier to Access Sub-Tabs

The Client, Policy Express, Company, Vendor and Management Tabs each contain sub-tabs that are now easier to access. The sub-tabs have been moved universally to the top of the screen, providing a consistent and efficient way to switch between the different data categories.

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A new consolidated Vendor sub-tab is now available within the Management Tab.

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NewtonWikiLogo Visit the Newton Wiki for additional details