| 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 Client Data System Correspondence. |
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Creating a Template
Why start from scratch when writing personalized letters to your contacts? Save time by creating templates for individual contact correspondence.
Runtime 11:26 |
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E-Z Mail
One of your contacts has just sent you some critical information via e-mail and you need to get that posted to his SmartPad. No Problem! With E-Z Mail, you can post incoming and outgoing e-mails to contact SmartPad records in CDS.
Note: Microsoft Outlook 2000 (or later version) or Lotus Notes R5 (or later version) must be installed before using E-Z Mail.
Runtime 9:35 |
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Label Creation
You’ve assembled an impressive list of contacts in CDS and now you want to make sure you connect with them during the Holiday season. Use the Avery © label templates included in CDS to quickly generate labels for Holiday correspondence - or any mass correspondence needs you may have throughout the year!
Runtime 9:38 |
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Label Export
Custom labels? No problem! After using the Avery© label templates included in CDS to generate labels for Holiday correspondence, you can export the formatted labels into Microsoft® Word. Once in Word, you can use the font formatting tools to customize font style, size, and color.
Runtime 9:53 |
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Microsoft® Outlook® E-mail Posting
Post Outlook e-mail messages to contact SmartPad records, send CDS form letters as e-mail messages, and send mass e-mails with the Client Data System E-mail Posting for Microsoft Outlook utility.
Runtime 11:54 |
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Run Time User Inputs
Your annual review letter is almost perfect. The one thing missing is a way to make unique additions to each mailing without having to create a brand new form letter each time. Run Time User Inputs allow you to make additions to each mailing, as you need them.
Runtime 6:19 |
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Working with Spouse Merge Codes
CDS gives you the ability maintain excellent client relationships by addressing contact correspondence in accordance with your client’s wishes. This Fast Class will demonstrate the different ways in which CDS merge codes will populate contact information for spouses and domestic partners.
Runtime 7:03 |
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