| 1 How to install, uninstall and update AGENT.m6 |
 | 1.1 Program installation |
| 1.2 How to uninstall AGENT.m6 |
| 1.3 Program updates |
| 2 Getting help and technical service |
| 2.1 How to use AGENT.m6 help file |
| 2.2 Contact with the producer |
| 2.3 Program errors |
| 3 Data transfering and safety |
| 3.1 Export/Import funcions - data transfering |
| 3.2 Database backup copies and other safety functions |
| 4 How to use AGENT.m6 program |
| 4.1 General information |
| 4.1.1 Login window |
| 4.1.2 Moving between windows/views |
| 4.1.3 Preparation before using the program |
| 4.2 Manage dictionaries |
| 4.2.1 What are dictionaries (registers) for |
| 4.2.2 Insurance companies |
| 4.2.3 Insurance agents |
| 4.2.4 Policy names |
| 4.2.5 Policy types |
| 4.2.6 Vehicle makes |
| 4.2.7 Vehicle models |
| 4.2.8 Vehicle categories |
| 4.2.9 Forms tempaltes |
| 4.2.10 Reports |
| 4.2.11 Discounts, rises |
| 4.2.12 Agents network |
| 4.3 Manage personal data |
| 4.3.1 Functions available in clients view |
| 4.3.2 Add/edit a client |
| 4.4 Manage policies |
| 4.4.1 Functions available in view of policies |
| 4.4.2 Add/ Edit policy |
| 4.4.2.1 Add policy |
| 4.4.2.2 "General data" tab |
| 4.4.2.3 "Payments" tab |
| 4.4.2.4 "Vehicle info" tab |
| 4.4.2.5 "Additional info" tab |
| 4.4.2.6 "Other documents" tab |
| 4.4.2.7 "Broker data" tab |
| 4.4.2.8 "Additional options" tab |
| 4.4.2.9 "Policy form" tab |
| 4.4.3 Search and filter options |
| 4.5 Manage vehicles |
| 4.5.1 Add/edit a vehicle |
| 4.6 Search function |
| 4.6.1 Search for data |
| 4.7 Serial correspondence function |
| 4.7.1 General information |
| 4.7.2 Address envelopes |
| 4.7.3 Address labels |
| 4.7.4 Serial correspondence |
| 4.7.5 Money transfer forms |
| 4.7.6 SMS messages module |
| 4.8 Reports - create and print |
| 4.8.1 Reports parameters |
| 4.8.2 Print preview |
| 4.9 Manage forms in repository |
| 4.9.1 General information |
| 4.9.2 Add (return) forms to repository |
| 4.9.3 Forward forms to an agent |
| 4.9.4 Search, filter |
| 4.9.5 Agent's settlement |
| 4.10 Other tools |
| 4.10.1 Organizer |
| 4.10.2 Archive of reports |
| 4.10.3 Easy commission settlement tool |
| 4.11 Statistics (charts) |
| 4.11.1 Sale structure |
| 4.11.2 Premium - yearly chart |
| 4.12 Program settings |
| 4.12.1 Options, program settings |
| 5 Working online and in local network |
| 5.1 Internet connection - work online with iAGENT version |
| 5.2 Configure START and PRO versions to work online |
| 5.3 Configure NET version of AGENT.m6 to work online |
| 5.4 Configure NET version of AGENT.m6 to work in local network |
| 5.5 Server settings |
| 6 Practical examples |
| 6.1 Practical examples - index |
© 2007 m6 Software