Do you want to log in and see your upcoming and past due activities?
Do you want to see birthdays 30 days in advance or one week?
This, and much, much more, can be adjusted based on your own needs through Preferences. Learn the best practices and suggestions proven most valuable in the working advisory office.
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Click the link below for more information on each of the features covered in the video:
00:49 - Preferences
01:15 - General Options
03:13 - Activity Management
06:12 - Contact Record Options
07:44 - Notification Options
10:36 - Reminders
12:33 - Searching Options
14:07 - Email Options
18:03 - Report Options
19:37 - Miscellaneous