1. Session Six (#6F) 4:20pm – 5:10pm Shelly Rheinfrank 614.430.0355 x215

2. ◦ 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?

3.  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

4.  Summary/Detail  All/Current  Archive Info  Reports coming soon!

5.  Easy set-up  Customize – track what YOU need to track!  Auto-add to every record OR manual add

7.  CUSTOMIZE and accurately track information  Subscribe to Alerts to be notified when expiring  Archive feature  Get rid of Employee files – track in ADV

12.  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!

13.  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?