The Client File course covers everything you need to know in order to capture, organize, and view important information for each contact.

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

• Enter and modify contact record information
• Easily navigate through the screens that comprise a contact record
• Create and view key contact relationships
• View and update SmartPad records for multiple contacts
• Understand how contact record information links to other critical information captured in CDS
• Create reports based on contact information

Lesson One – The Contact Record Runtime: Apr. 13 minutes
The first Client File lesson covers information captured on the Personal, Additional Personal, and Key Relations tabs of the Contact Record. In addition, you will learn how to customize fields and drop-down choices in the Contact Record.
Click here to view Lesson One

Lesson Two – The Contact Record II Runtime: Apr. 12 minutes
The second Client File lesson will introduce you to the Benefits and Custom Field tabs of the Contact Record. This lesson also will cover the SmartPad in greater detail and introduce you to tools that will allow you to customize your SmartPad view and view a consolidated SmartPad for a number of contacts.
Click here to view Lesson Two 

Lesson Three – Contact Record Tools Runtime: Apr. 15 minutes
Class three will demonstrate filtering “On-the-Fly”, a data-mining technique that will allow you to quickly take a snapshot of data stored in CDS based on criteria you define. In addition, you will see how generate mailings to contacts using the Spreadsheet correspondence tool.
Click here to view Lesson Three

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 Client File.

Attaching Files to the SmartPad Runtime: Apr. 5 minutes
Attach Word, Excel, .PDF, or virtually any other file type to the SmartPad.
Click here to view the Attaching Files to the SmartPad Fast Class
Click here for a printable version of the Attaching Files to the SmartPad Fast Class

Consolidated SmartPad Records Runtime: Apr. 3 minutes
Need to review important SmartPad information for two or more contacts before an appointment? CDS gives you the ability to view SmartPad records for multiple contacts in one consolidated SmartPad.
Click here to view the Consolidated SmartPad Fast Class
Click here for a printable version of the Consolidated SmartPad Fast Class

Contact Reports Runtime: Apr. 5 minutes
Quickly print up contact reports detailing contact name, address, phone numbers, e-mail address, key relationships, policy information, and investment position data.
Click here to view the Contact Reports Fast Class
Click here for a printable version of the Contact Reports Fast Class

Creating Key Relationship Definitions Runtime: Apr. 5 minutes
CDS has a number of Key Relationship definitions available so that you can effectively link the contact records of family members, friends, and business associates. But if you can’t find just the right relationship in the system definitions, you can create your own!
Click here to view the Creating Key Relationship Definitions Fast Class
Click here for a printable version of the Creating Key Relationship Definitions Fast Class

Defining Custom Fields Runtime: Apr. 5 minutes
Define the fields on the Custom Field tab to capture data critical to your practice.
Click here to view the Defining Custom Fields Fast Class
Click here for a printable version of the Defining Custom Fields Fast Class

Filter and Set Combo Boxes Runtime: Apr. 4 minutes
Use filter and set combo boxes to combine set membership data with filter criteria in a contact summary spreadsheet.
Click here to view the Filter and Set Combo Boxes Fast Class
Click here for a printable version of the Filter and Sets Combo Boxes Fast Class

Importing Group Census Data Runtime: Apr. 7 minutes
You’ve got hundreds of contacts to enter into the Group Census of a business record in CDS. You can spend all day adding the contacts by hand, or you can import the contacts directly into the Group Census of the business record using the Import Census Names tool.
Click here to view the Importing Group Census Fast Class
Click here for a printable version of the Importing Group Census Data Fast Class

Advanced Fast Classes
Mining Data in Custom Fields Runtime: Apr. 4 minutes
Learn how to create filters to mine data captured on the Custom Fields tab. Recommended pre-requisite – Defining Custom Fields Fast Class
Click here to view the Mining Data in Custom Fields Fast Class
Click here for a printable version of the Mining Data in Custom Fields Fast Class

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