August 19, 2005
Volume 1 Issue 10

In this issue: Faster Check Printing  |  Stronger Security Settings

 

 From the Editor

Recent updates have included program improvements to make The Agency Advantage software faster and more efficient, while remaining easy to use. So what exactly is new? More details below..

If you have a question or topic you would like explained, a story to share, or just a quick useful tip, we'd love to hear from you. Please send your responses to tina@agencyadvantage.com.

Tina Stewart
Editor

 

 Faster Check Printing

A change in the Process Checks screen, now requires you to click on the "Rebuild" button in the lower left corner. This creates a work file from which the checks are processed. You will find that check processing and printing goes MUCH faster! 

You can also change the payee and address on the check to the company, the customer (refund), or a 3rd party, from the check processing screen. You no longer have to return to a customer folder to edit a receipt (if you have edit receipt user privileges). You can also change a receipt to an EFT by editing the receipt. For more information on editing receipts, see the support article on our website.

 

 Stronger Security Settings

Security changes were made to ID Cards and the Message Pad.

In order to print ID Cards from a policy screen, the user must have ‘Temporary ID Card’ permission.  This permission previously controlled only the temporary ID Cards on the utilities menu.

In previous versions, anyone could click on 'All' and see messages addressed to others. In the updated version, you can only see your own messages. Users designated as Administrators can see 'All' messages.

 

 

Suggestions

Your suggestions are welcome and encouraged. We want to make it easier for you to run your agency.

Send a Suggestion


Related Links

Faster Check Processing

Support Article


New Feature!

The 'Push Pin' button on the toolbar of WinAA (version 2.035+) shows you the latest program enhancements as well as which date they released.

See more new features!


Coming Soon!

  • CSR Signatures on Letters

  • Quick Access to Recent Customer Folders

  • Spell Checker

  • Agency Logo on Letters

Version 2.036 will be released August 26th and will contain these exciting new features. Look for newsletters highlighting some of these features in the next month.

For more tips visit our customer support website at http://www.agencyadvantage.net/.


Copyright 2004 Advantage Information Systems, Inc.