| Fast Classes spotlight advanced tools and functionality and serve as a supplement to the Core Courses offered on this web site. The following Fast Classes cover tools unique to the Client Data System Calendar. |
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Calendar Activity Reports
The Calendar in the Client Data System (CDS) is a very powerful tool that allows you to capture critical information for all of your appointments, meetings, and to-do items. Problem: you’re not always at your computer to check your schedule or verify availability. Solution: Printable Calendar Activity Reports that allow you to have your CDS Calendar at your fingertips when you need it!
Runtime 6:58 |
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Creating Recurring Activities
The enhanced Activity Recurrence tool in CDS 6 makes it easy to create CDS calendar entries for weekly staff meetings and monthly training sessions in just a few simple steps. Add multiple participants and the activities will be added automatically to the CDS Calendar of each invited participant.
Runtime 7:07 |
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Important Dates Posting
You’ve got hundreds (if not thousands) of critical dates in your Client Data System – Contact Birthdays, Policy Renewal Dates, Investment Maturity Dates – just to name a few. Put those dates to work for you with the Important Dates Posting tool. CDS will schedule reminders for virtually any date you’ve captured in your system, including dates captured in your dated custom fields.
Runtime 4:52 |
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Launching CDS in Calendar View
You can launch CDS in any of the three calendar view options and see your daily, weekly or monthly schedule at login.
Runtime 2:51 |
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Moving and Copying Activities with a Filter
You can save time by using filters in CDS 6 to move or copy a series of activities at one time..
Runtime 4:24 |
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New Calendar Features in CDS 6
New features and enhancements have been added to the CDS Calendar that will make Activity Management more intuitive and efficient.
Runtime 5:24 |
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Prospect Follow-up with Mass Activity Creation
You’ve just conducted a successful seminar and a number of attendees have requested some additional information on retirement planning solutions. Let the CDS Mass Activity Creation tool help you schedule follow-up phone calls to capitalize on your interested prospects!
Runtime 6:40 |
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