The Calendar course provides in-depth training on all aspects of the Client Data System Calendar.

Upon completion of the Calendar course, you will be able to:

• Create and manage timed and un-timed activities in the CDS Calendar
• Link contacts, agents, and users to Calendar activities
• Navigate through the different views in the CDS Calendar
• Filter Calendar views
• Make effective use of the Automove and Calendar customization tools

Lesson One - Calendar Basics Runtime: Apr. 12 minutes
Learn how to navigate in the CDS Calendar MonthView and use CDS Calendar color-coding for activity priority. In addition, the first Calendar Basics lesson will show you how to link activities to contacts entered in CDS and assign multiple activity participants. 
Click here to watch Lesson One

Lesson Two - Calendar Basics II Runtime: Apr. 11 minutes
Learn how to navigate in the CDS Calendar WeekView and DayView. Schedule timed and un-timed (To-Do) activities, customize the DayView, and view a calendar detailing activities for multiple users. 
Click here to watch Lesson Two

Lesson Three - Calendar Tools Runtime: Apr. 15 minutes
Lesson three covers the Calendar tool bar and demonstrates many of the Calendar tools available in CDS including recurring activity creation, the activity log, and activity reports. 
Click here to watch Lesson Three

Lesson Four - Calendar Customization Runtime: Apr. 8 minutes
Learn how to set up the CDS Calendar to meet your specific needs using the User Preferences interface, alarm settings, and the Automove filter. 
Click here to watch Lesson Four

Fast Classes

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 the Client Data System Calendar.

Calendar Activity Reports Runtime: Apr. 7 minutes
Leaving the office? Carry a printed copy of your CDS Calendar Activities with you.
Click here to view the Calendar Activity Reports Fast Class
Click here for a printable version of the Calendar Activity Reports Fast Class

Important Dates Posting Runtime: Apr. 5 minutes
Create activities in the CDS Calendar based on contact birthdays, investment maturity dates, and policy renewal dates.
Click here to view the Important Dates Posting Fast Class

Launching CDS in Calendar View Runtime: Apr. 3 minutes
You can launch CDS in any of the three calendar view options and see your daily, weekly or monthly schedule at login..
Click here to view the Launching CDS in Calendar View Fast Class
Click here for a printable version of the Launching CDS in Calendar View Fast Class

Mass Activity Creation Runtime: Apr. 7 minutes
Create activities for selected contacts in a few simple steps.
Click here to view the Mass Activity Creation Fast Class

Recurring Activities Runtime: Apr. 6 minutes
Some activities happen on a regular basis – staff meetings, training sessions, lunch group dates – and scheduling each instance of a recurring activity can be time consuming. With the Recurring Activities tool, you can establish the day, time, and frequency of recurring activities in a few simple steps.
Click here to view the Recurring Activities Fast Class
Click here for a printable version of the Recurring Activities Fast Class

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