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Published byMervin Marshall Modified over 9 years ago
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Session Six (#6F) 4:20pm – 5:10pm Shelly Rheinfrank 614.430.0355 x215
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◦ Consumer Demographics NEW! Tracking tab Set-up for Demographics tab (Demo) Demographics tab (Demo) ◦ Employee Demographics Set-up for Employee Data tab Employee Data tab (Demo) Employee Updates window (Demo) ◦ Helpful Alerts, Widgets & Reports ◦ What’s Next?
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Part of 2015.3 release (due in early October) Track any programs within Advisor (Job Training Program, etc.) Fully customizable Consumer Tracking window for east set-up Select Time Unit
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Summary/Detail All/Current Archive Info Reports coming soon!
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Easy set-up Customize – track what YOU need to track! Auto-add to every record OR manual add
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CUSTOMIZE and accurately track information Subscribe to Alerts to be notified when expiring Archive feature Get rid of Employee files – track in ADV
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Consumer/Employee label reports Consumer Birthday (Widget) Expiring Authorizations (Alert) Consumer Appointments (Alert) Incident Tracking (Widgets) Consumer Demo by Category/Field Name Employee training expiration (Alert) Employee Memo Evaluations Due (Alert & Report) Employee Phone List Equipment List Employee Benefits Employee Detail Custom reports available!
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Updates to Attachments ◦ Attachments by tab rather than one tab ◦ Allows users to categorize documents better and secure them Add to Anywhere Additional Widgets ◦ Employee Birthday ◦ Additional ideas?
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