Ebix CRM - CDS 6 Orientation

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Official support for Client Data System ended on December 31, 2011. The support information below remains available as a courtesy to CDS users.

It all begins here! The first Client Data System training course, CDS Orientation, covers everything you will need to know to navigate through CDS 6 and begin using your system.

View the movies in the order presented then log in to the DEMO database in CDS 6 to practice the functionality presented in each lesson.

CDS Orientation

Lesson One: Getting Started >>	5:49
Lesson Two: CDS Navigation >>	4:39
Lesson Three: Searching for Contact Records >>	7:29
Lesson Four: Working with Summary Spreadsheets >>	6:02
Lesson Five: Summary Spreadsheet Customization >>	8:19
Lesson Six: Exporting Summary Data >>	2:12

After completing CDS Orientation, continue on to the next course: CDS Contact Management.

Continue with CDS Contact Management >>

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	Flash Player is required to view Training Movies and Fast Classes.

	User Guides and Printable versions of Fast Classes are available in .PDF format.