Every other week a new Fast Class movie will be published on the Client Data System Training and Support home page. Fast Classes spotlight advanced tools and functionality and serve as a supplement to the Core Courses offered on this web site. A comprehensive listing by date of all previously published CDS Fast Classes appears below.
Volume 157: Activity Reports
Published March 11, 2009
Volume 156: Runtime User Inputs
Published February 26, 2009
Volume 155: Contact Reports
Published February 11, 2009
Volume 154: Creating a CDS Shortcut
Published January 28, 2009
Volume 153: Creating Key Relationship Definitions
Published January 14, 2009
Volume 152: Data Validation
Published December 30, 2008
Volume 151: Things Done Report
Published December 17, 2008
Volume 150: Custom Labels
Published December 3, 2008
Volume 149: Creating Labels
Published November 19, 2008
Volume 148: Changing Area Codes
Published November 4, 2008
Volume 147: Defining Custom Fields
Published October 22, 2008
Volume 146: Maintaining the Database Cache
Published October 8, 2008
Volume 145: Database Rebuild
Published September 23, 2008
Volume 144: Database Backup
Published September 10, 2008
Volume 143: Life Settlement Prospects
Published August 27, 2008
Volume 142: Mining Data in Custom Fields
Published August 13, 2008
Volume 141: Mass Modifying Data
Published July 29, 2008
Volume 140: Creating an Investment Graph
Published July 15, 2008
Volume 139: Investment Report Options
Published July 2, 2008
Volume 138: IRA Contribution History
Published June 17, 2008
Volume 137: Time Log Based Fee Report
Published June 3, 2008
Volume 136: Server Migration
Published May 20, 2008
Volume 135: Deleted Contact Restoration
Published May 6, 2008
Volume 134: Activity List Options
Published April 22, 2008
Volume 133: Viewing Another User's Calendar
Published April 4, 2008
Volume 132: Adding Contacts to a Set
Published March 21, 2008
Volume 131: Uploading a Document
Published March 7, 2008
Volume 130: Investment Report Disclaimers
Published February 22, 2008
Volume 129: Activity Reports
Published February 8, 2008
Volume 128: Runtime User Inputs
Published January 25, 2008
Volume 127: Contact Reports
Published January 11, 2008
Volume 126: Creating a CDS Shortcut
Published December 28, 2007
Volume 125: Creating Key Relationship Definitions
Published December 14, 2007
Volume 124: Custom Labels
Published November 30, 2007
Volume 123: Creating Labels
Published November 16, 2007
Volume 122: S.I.R. Maintenance
Published November 2, 2007
Volume 121: Data Validation
Published October 19, 2007
Volume 120: Things Done Report
Published October 5, 2007
Volume 119: Defining Custom Fields
Published Septemeber 21, 2007
Volume 118: Changing Area Codes
Published Septemeber 7, 2007
Volume 117: Filter & Set Combo Boxes
Published August 24, 2007
Volume 116: Creating a Template
Published August 10, 2007
Volume 115: Prospect Follow-up with Mass Activity Creation
Published July 27, 2007
Volume 114: Startup Module Selection
Published July 13, 2007
Volume 113: Contact Extract and Load
Published June 29, 2007
Volume 112: Working with Spouse Merge Codes
Published June 15, 2007
Volume 111: Dependent Contact Promotion
Published June 1, 2007
Volume 110: Business Contact Report
Published May 18, 2007
Volume 109: Attaching Files to the SmartPad
Published May 4, 2007
Volume 108: System Filters
Published April 20, 2007
Volume 107: Consolidated SmartPad
Published April 6, 2007
Volume 106: Policy Upselling
Published March 23, 2007
Volume 105: Keyboard Shortcuts
Published March 9, 2007
Volume 104: LTC Prospecting
Published February 23, 2007
Volume 103: Dynamic Report Download
Published February 9, 2007
Volume 102: Managing Duplicate Contacts
Published January 26, 2007
Volume 101: Database Rebuild
Published January 12, 2007
Volume 100: Database Backup
Published December 29, 2006
Volume 99: Mandatory IRA Distributions
Published December 15, 2006
Volume 98: Exporting Labels
Published December 1, 2006
Volume 97: Custom Labels
Published November 17, 2006
Volume 96: Creating Labels
Published November 3, 2006
Volume 95: Important Dates Posting
Published October 20, 2006
Volume 94: Ten Year Term Renewals
Published October 6, 2006
Volume 93: E-Z Renewal: Updating Your License
Published September 22, 2006
Volume 92: Data Export
Published September 8, 2006
Volume 91: Data Import
Published August 25, 2006
Volume 90: Prospect Follow-up with Mass Activity Creation
Published August 11, 2006
Volume 89: Creating a Template
Published July 28, 2006
Volume 88: Dynamic Report Overview part III: Data
Published July 14, 2006
Volume 87: Dynamic Report Overview part II: Dynamic Reports
Published June 30, 2006
Volume 86: Dynamic Report Overview part I: Filters
Published June 16, 2006
Volume 85: Adding a Contact Picture
Published June 2, 2006
Volume 84: Moving and Copying Activities
Published May 19, 2006
Volume 83: New Calendar Features in CDS 6
Published May 5, 2006
Volume 82: CDS Administrator
Published April 7, 2006
Volume 81: Creating a Contact Phone List
Published February 24, 2006
Volume 80: Microsoft® Outlook® E-mail Posting
Published February 10, 2006
Volume 79: Security Enhancements in CDS 6
Published January 27, 2006
Volume 78:Creating Recurring Activities
Published January 13, 2006
Volume 77: Outlook® Synchronization
Published December 30, 2005
Volume 76: HIPAA Compliance Features
Published December 16, 2005
Volume 75: New Features in CDS 6
Published December 2, 2005
Volume 74: Exporting Labels
Published November 18, 2005
Volume 73: Creating Labels
Published November 4, 2005
Volume 72: Control File Update with E-Z Renewal
Published October 21, 2005
Volume 71: Introducing CDS Version 6
Published October 7, 2005
Volume 70: Database Rebuild
Published September 23, 2005
Volume 69: Database Backup
Published September 9, 2005
Volume 68: Managing Duplicate Contacts
Published August 26, 2005
Volume 67: Dynamic Report Contest Winners
Published August 12, 2005
Volume 66: Integration with Profiles+™ Professional
Published July 29, 2005
Volume 65: Working with Spouse Merge Codes
Published July 15, 2005
Volume 64: Changing Area Codes
Published July 1, 2005
Volume 63: Dynamic Report Contest
Published June 17, 2005
Volume 62: Contact Dump and Load
Published June 3, 2005
Volume 61:Keyboard Shortcuts
Published May 20, 2005
Volume 60: Policy Upselling
Published May 6, 2005
Volume 59: New Features in CDS Version 4.3
Published April 22, 2005
Volume 58: Dynamic Report Download
Published April 8, 2005
Volume 57: Life Settlement Prospects
Published March 25, 2005
Volume 56: Laser App Integration
Published March 11, 2005
Volume 55: Time Log Based Fee Report
Published February 25, 2005
Volume 54: Business Contact Report
Published February 11, 2005
Volume 53: Prospect Follow-up with Mass Activity Creation
Published January 28, 2005
Volume 52: Investment Report Disclaimers
Published January 14, 2005
Volume 51: System Filters
Published December 30, 2004
Volume 50: LTC Prospecting
Published December 17, 2004
Volume 49: Exporting Labels
Published December 3, 2004
Volume 48: Creating Labels
Published November 19, 2004
Volume 47: Creating a 'Smart' Shortcut
Published November 5, 2004
Volume 46: Control File Update
Published October 22, 2004
Volume 45: IRA Contribution History
Published October 8, 2004
Volume 44: Ten Year Term Renewals
Published September 24, 2004
Volume 43: Mandatory IRA Distributions
Published September 10, 2004
Volume 42: Building Filters for the Half
(Filtering for age nearest birthday)
Published August 27, 2004
Volume 41: E-Z Mail
Published August 13, 2004
Volume 40: Data Export
Published July 30, 2004
Volume 39: Data Import
Published July 16, 2004
Volume 38: S.I.R. Maintenance
Published July 2, 2004
Volume 37: Database Rebuild
Published June 18, 2004
Volume 36: Data Validation
Published June 4, 2004
Volume 35: Database Backup
Published May 21, 2004
Volume 34: Things Done Report
Published May 7, 2004
Volume 33: Recurring Activities
Published April 23, 2004
Volume 32: Creating Key Relationship Definitions
Published April 9, 2004
Volume 31: Consolidated SmartPad
Published March 26, 2004
Volume 30: Importing Group Census Records
Published March 12, 2004
Volume 29: Filter and Set Combo Boxes
Published February 27, 2004
Volume 28: Attaching Files to the SmartPad
Published February 13, 2004
Volume 27: Launching CDS in Calendar View
Published January 30, 2004
Volume 26: Calendar Activity Reports
Published January 16, 2004
Volume 25: Contact Reports
Published January 2, 2004
Volume 24: Run Time User Inputs
Published December 19, 2003
Volume 23: Exporting Labels
Published December 5, 2003
Volume 22: Creating Labels
Published November 21, 2003
Volume 21: Defining Custom Fields
Published November 11, 2003
Volume 20: Spreadsheet Data Export
Published October 24, 2003
Volume 19: Important Dates Posting
Published October 13, 2003
Volume 18: Mass Activity Creation
Published September 19, 2003
E-Z News Archives
Before the Fast Class, helpful hints and functionality specific training was delivered via E-Z News. A comprehensive listing by date of all published editions of E-Z News appears below.
Volume 17: Filter and Sort
Published August 22, 2003
Volume 16: Customize Your View in CDS
Published May 20, 2003
Volume 15: Database Maintenance
Published April 4, 2003
Volume 14: Back Up Your Data
Published January 10, 2003
Volume 13: Creating Letter Templates in MS-Word
Published December 13, 2002
Volume 12: Creating Letter Templates
Published November 18, 2002
Volume 11: Keyboard Shortcuts
Published April 10, 2002
Volume 10: Customizing Field Choices
Published February 1, 2002
Volume 9: Labels and Mass Mailing
Published January 25, 2002
Volume 8: Policy Summary Setup
Published November 12, 2001
Volume 7: Recurring Activities
Published November 7, 2001
Volume 6: Logging In Made E-Z
Published October 12, 2001
Volume 5: Storing Illustrations
Published September 26, 2001
Volume 4: The Clever Calendar (Automatic Calendar Activities)
Published August 8, 2001
Volume 3: How to Liquidate a Position
Published July 13, 2001
Volume 2: Smart tips for the SmartPad
Published June 22, 2001
Volume 1: Displaying your Calendar Automatically
Published June 7, 2001 |