Advisor Demographics:
Expand your HorizonsSession Six (#6F) 4:20pm – 5:10pmShelly Rheinfrank 614.430.0355 x215
◦Consumer Demographics NEW! Tracking tab Set-up for Demographics tab (Demo) Demographics tab (Demo)
◦Employee Demographics Set-up for Employee Data tab Employee Data tab (Demo) Employee Updates window (Demo)
◦Helpful Alerts, Widgets & Reports◦What’s Next?
Today’s Agenda
Part of 2015.3 release (due in early October)
Track any programs within Advisor (Job Training Program, etc.)
Fully customizable Consumer Tracking
window for east set-up
Select Time Unit
NEW! Tracking Tab in Edit Consumers
Easy set-up Customize – track
what YOU need to track!
Auto-add to every record OR manual add
Consumer Demographics Tab
CUSTOMIZE and accurately track information
Subscribe to Alerts to be notified when expiring
Archive feature Get rid of Employee
files – track in ADV
Employee Data Categories
Consumer/Employee label reports
Consumer Birthday (Widget)
Expiring Authorizations (Alert)
Consumer Appointments (Alert)
Incident Tracking (Widgets) Consumer Demo by
Category/Field Name
Employee training expiration (Alert)
Employee Memo Evaluations Due (Alert
& Report) Employee Phone List Equipment List Employee Benefits Employee Detail Custom reports
available!
Helpful Reports, Alerts & Widgets for Demographics