| CDS Fast Classes Version 4.3 |
It all begins here! The four CDS flash training courses below cover everything you need to know to navigate through CDS 4.3 and begin using your system.
View the movies in the order presented then log in to the DEMO database in CDS 4.3 to practice the functionality in each lesson. |
 |
View the Client File Course >>
View the Calendar Course >>
View the Letters, Labels, and Email Course >>
View the Filters, Sets, and Dynamic Reports Course >> |
|
| Need to upgrade? |
| If you are using a version of CDS older than Version 4.3, upgrade now and take advantage of the enhanced features and increased stability of CDS Version 4.3. |
|
| To request an upgrade, click the Request Upgrade link in the left menu. For users of international versions of CDS, click the appropriate link to request an upgrade. |
|
| Important note: To upgrade to CDS 6, you will need to have CDS Version 4.3 installed on your system. |
|
| To see some of the innovative features and solutions available in CDS Version 4.3, watch the New Features Fast Class. |
|
|
|
| Download the appropriate Progress Guide below for information on changes and enhancements to CDS 4.3. |
 |
|
| For more information on upgrading to CDS v4.3 contact E-Z Data technical support. |
|
|
| CDS v4.3 Installation Guides |
|
|
| CDS v4.3 Upgrade Guide |
| The CDS v4.3 Upgrade Guide provides instructions for upgrading network or single user installations of CDS. |
|
|
| Getting Started Guide |
| The Getting Started Guide presents the basics of CDS navigation and functionality. In addition, the Getting Started Guide will demonstrate how to add and view contact records, create SmartPad entries, schedule appointments, and perform data mining with dynamic reports. |
|
|
| Integration with Microsoft Outlook |
Microsoft Outlook E-mail Interface
Send and receive e-mail in Outlook and then post the messages to the
SmartPad in CDS. |
|
|
Microsoft Outlook Calendar/Contact Synchronization Interface
Synchronize CDS contacts and activities with the Outlook Address
Book and Calendar. |
|
|
Known Issues Guide
This guide outlines a list of issues that were not resolved with Client Data System® (CDS) v4.3. These issues may have been found after the production cycle for the build, may have been incomplete due to technical considerations, or require more analysis to make them work within the design of the application. For a list of the issues addressed in v4.3, please refer to the CDS Progress Guide. |
|
|
