Work online with iAGENT.m6 PDF Print E-mail

The version  iAGENT.m6 can be used by users of versions  START, PRO and NET of AGENT.m6. It makes it possible to get online connection with the main database and work through Internet.  iAGENT.m6 enables to perform all basic functions on a database such as adding/editing clients, policies and vehicles.

In order to get safe connection an additional application has to be installed - Hamachi program works in VPN (Virtual Private Network) technology. The users of  AGENT.m6 in versions START and PRO are also required to install m.6 Database Server program.

Read related topics:
Configure AGENT.m6 v. START and PRO to work in the internet
Configure AGENT.m6 v. NET to work in the Internet

When all required applications are installed and configured  iAGENT.m6 can be opened (pic. 1)


Pic. 1 iAGENT.m6 main view, tab - clients

To see any specific data first you need to search for them. In the example above we entered last name "Kowalski" in search client field then we pressed ENTER or icon clip0057

clip0058 icons from upper toolbar enable to add a client, edit client's data, remove client's data, close the program.

It is possible to group data i.e. by 'street' or 'town' by dragging column's title on the yellow field (pic. 2). Reverse operation to come back to the main view.

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Pic. 2 Group data with use of yellow field

Select client's name and go to the tab POLICIES to see all policies assigned to the highlighted client (pic. 3)

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Pic. 3 TAB - policies

In add/edit a policy window (pic. 4) icons clip0061  are available. They make it possible to download numbers of policies, certificates or green cards from the repository. These numbers can be also entered on keyboard without downloading.

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Pic. 4 Add/edit a policy window

 
 
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