Table of Contents

Personal Lines Section

Commercial
Section

Accounting Section

Policy Issuance Section

Standard Buttons

The "Standard Buttons" are the vertical buttons that appear on the right side of the system screen(s) that are used throughout AgencyToday Software.

FIND button: Used to find any existing record.

EDIT button: Used to edit or change any existing record.

NEXT button: Used to display the next record.

PREV button: Used to display a previous record.

ADD button: Used to add a new record to the system.

PRINT button: Used to print reports and forms.

DUPL button: Used to duplicate any existing record to avoid having to type in any common information.

TURN button: Used to turn to the back side of a form. (Utilized often in inputting and viewing Commercial Acord forms.)

SAVE button: Used to save any change or when adding a new record.

CANC button: Used to cancel any edit or new record and return to the record currently accessed.

CLOSE button: Used to close the current window and return to client services.