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

Summary/Detail All/Current Archive Info

Reports coming soon!

Tracking Tab Continued…

Easy set-up Customize – track

what YOU need to track!

Auto-add to every record OR manual add

Consumer Demographics Tab

DEMO - 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

Add Alerts to the Dashboard

Employee Updates Window

DEMO - Employee Data/Updates

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

Updates to Attachments◦ Attachments by tab

rather than one tab◦ Allows users to

categorize documents better and secure them

Add to Anywhere Additional Widgets

◦ Employee Birthday◦ Additional ideas?

Demographics in AdvisorWhat’s Next?