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Tutorials

Agent Mail Merge
How to Utilize the Agent Mail Merge Feature of Commerce Agency.
15 minutes

Agent Advertisements    
Shows how to set-up automatic advertisements that appear on letters sent to an agent.
8 minutes

Classification Codes
How to utilize the Classification Codes & mass update feature for Classification codes.
6 minutes

Custom Letters
How to Setup Custom letters.
13 minutes

Email Outside of a Case    
Describes sending an email outside of a case plus describing email features. Also General Fax Cover Sheet and General Memo
8 minutes

Outlook Integration   
This demo will show you how to move basic agent information into a specific Outlook Category for Email purposes.
6 minutes

Proposals run within Commerce Agency   
Tracking a proposal within an agent record and reviewing proposal reports
9 minutes